Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
559K+ 600.06% |
N/A
|
652K
$15.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
469K+ 100.36% |
N/A
|
936K
$22.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
243KNew |
N/A
|
243K
$5.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
211K+ 11.68% |
N/A
|
2.01M
$47.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
182K+ 16.06% |
N/A
|
1.32M
$31.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
125K+ 13.72% |
N/A
|
1.04M
$24.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
107K+ 24.7% |
N/A
|
541K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
70.1K+ 9.98% |
N/A
|
773K
$18.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
60.2K+ 21.81% |
N/A
|
336K
$7.99M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
49.6K+ 57.56% |
N/A
|
136K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46.1K+ 14.64% |
N/A
|
361K
$8.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
41.7K+ 12.49% |
N/A
|
376K
$8.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.9K+ 24.58% |
N/A
|
162K
$3.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
31.4KNew |
N/A
|
31.4K
$746K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
27.4KNew |
N/A
|
27.4K
$651K
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
24.2K+ 10.07% |
N/A
|
265K
$6.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
22.1K+ 103.87% |
N/A
|
43.3K
$1.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$515K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
17.5K+ 25.56% |
N/A
|
85.8K
$2.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 43.56% |
N/A
|
53.1K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16K+ 19.39% |
N/A
|
98.2K
$2.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 98.51% |
N/A
|
31.8K
$756K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
13.6K+ 9.13% |
N/A
|
163K
$3.87M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.4K+ 6.99% |
N/A
|
205K
$4.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 28.04% |
N/A
|
49.3K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.71KNew |
N/A
|
9.71K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.44KNew |
N/A
|
9.44K
$224K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
9.12K+ 2.27% |
N/A
|
411K
$9.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
9.1K+ 22.61% |
N/A
|
49.4K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.78K+ 19.12% |
N/A
|
54.7K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.63K+ 7.09% |
N/A
|
130K
$3.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.55K+ 6.58% |
N/A
|
139K
$3.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.89K+ 3.84% |
N/A
|
213K
$5.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
7.74K+ 12.0% |
N/A
|
72.2K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.98K+ 2.88% |
N/A
|
249K
$5.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.91K+ 34.31% |
N/A
|
27K
$642K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.77KNew |
N/A
|
5.77K
$137K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.5K+ 5.3% |
N/A
|
109K
$2.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
5.23K+ 76.01% |
N/A
|
12.1K
$288K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.34K+ 1.94% |
N/A
|
228K
$5.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.96K+ 17.74% |
N/A
|
19.7K
$467K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.7K+ 22.5% |
N/A
|
14.7K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.68K+ 8.76% |
N/A
|
33.3K
$792K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$55.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.31K+ 0.56% |
N/A
|
417K
$9.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.98K+ 6.36% |
N/A
|
33.1K
$787K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.78K+ 6.75% |
N/A
|
28.2K
$670K
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.28K+ 3.95% |
N/A
|
33.7K
$800K
|
|
|
Jan 23, 2026
Q4 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.15K+ 3.55% |
N/A
|
33.5K
$797K
|
|