Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.6K+ 20.35% |
$1.36M - $1.4M
|
400K
$8.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
32.6K+ 12.53% |
$657K - $674K
|
292K
$6.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.8K+ 235.35% |
$399K - $410K
|
28.2K
$583K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
18.6KNew |
$376K - $386K
|
18.6K
$385K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16.5K+ 8.06% |
$332K - $341K
|
221K
$4.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.5KNew |
$313K - $322K
|
15.5K
$321K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15K+ 8.39% |
$303K - $310K
|
194K
$4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.86K+ 25.28% |
$98.1K - $101K
|
24.1K
$498K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.54K+ 1.8% |
$91.5K - $93.9K
|
256K
$5.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.75K+ 12.16% |
$75.6K - $77.5K
|
34.5K
$714K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.14K+ 10.88% |
$63.4K - $65K
|
32K
$662K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.28K+ 22.12% |
$46.1K - $47.3K
|
12.6K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
884New |
$17.8K - $18.3K
|
884
$18.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
617New |
$12.5K - $12.8K
|
617
$12.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
111+ 1.02% |
$2.24K - $2.3K
|
11K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74+ 0.25% |
$1.49K - $1.53K
|
29.1K
$602K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
24+ 0.18% |
$484 - $497
|
13.3K
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 52.94% |
$45.4K - $46.6K
|
2K
$41.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-3.35K- 3.52% |
$67.6K - $69.3K
|
91.8K
$1.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.74K- 2.54% |
$156K - $160K
|
297K
$6.14M
|