Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
340K+ 86.33% |
$8.63M - $8.7M
|
734K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
320KNew |
$8.11M - $8.17M
|
320K
$8.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
241K+ 19.98% |
$6.11M - $6.16M
|
1.45M
$36.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 6.32% |
$5.48M - $5.52M
|
3.63M
$92.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
108K+ 11.05% |
$2.75M - $2.77M
|
1.09M
$27.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.5K+ 2.85% |
$2.32M - $2.34M
|
3.3M
$84M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
66.3KNew |
$1.68M - $1.69M
|
66.3K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
64.5K+ 24.91% |
$1.64M - $1.65M
|
323K
$8.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.9K+ 15.77% |
$1.54M - $1.56M
|
447K
$11.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
42.5K+ 3.13% |
$1.08M - $1.09M
|
1.4M
$35.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37.4K+ 327.3% |
$948K - $955K
|
48.8K
$1.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
35.5KNew |
$901K - $907K
|
35.5K
$902K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
33.2K+ 17.28% |
$842K - $848K
|
225K
$5.73M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
29K+ 24.27% |
$737K - $743K
|
149K
$3.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
22.4KNew |
$569K - $573K
|
22.4K
$570K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.5K+ 9.22% |
$546K - $550K
|
255K
$6.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
20.5KNew |
$520K - $523K
|
20.5K
$520K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
20KNew |
$508K - $511K
|
20K
$508K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
18.9K+ 141.48% |
$479K - $483K
|
32.2K
$819K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17.7K+ 10.05% |
$448K - $452K
|
193K
$4.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
16.6KNew |
$421K - $424K
|
16.6K
$422K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.5K+ 9.74% |
$419K - $422K
|
186K
$4.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 14.24% |
$327K - $330K
|
103K
$2.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8K+ 7.91% |
$325K - $327K
|
175K
$4.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12K+ 14.71% |
$303K - $306K
|
93.3K
$2.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.8K+ 6.84% |
$300K - $302K
|
185K
$4.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 111.71% |
$299K - $301K
|
22.3K
$567K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11.5K+ 22.98% |
$292K - $295K
|
61.7K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.37K+ 13.3% |
$238K - $240K
|
79.8K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.36K+ 76.59% |
$238K - $239K
|
21.6K
$549K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.07KNew |
$230K - $232K
|
9.07K
$231K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.98K+ 104.08% |
$228K - $230K
|
17.6K
$447K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.8KNew |
$223K - $225K
|
8.8K
$224K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.78KNew |
$223K - $224K
|
8.78K
$223K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.52K+ 21.73% |
$216K - $218K
|
47.7K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.43K+ 6.71% |
$214K - $216K
|
134K
$3.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.37K+ 19.11% |
$212K - $214K
|
52.2K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.25KNew |
$209K - $211K
|
8.25K
$210K
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.86K+ 96.12% |
$199K - $201K
|
16K
$408K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7.71K+ 10.67% |
$196K - $197K
|
79.9K
$2.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.5K+ 13.36% |
$190K - $192K
|
63.7K
$1.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.53K+ 6.79% |
$166K - $167K
|
103K
$2.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.01K+ 4.92% |
$152K - $154K
|
128K
$3.26M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
5.84K+ 25.02% |
$148K - $149K
|
29.2K
$742K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.38K+ 31.93% |
$136K - $137K
|
22.2K
$565K
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
5.21K+ 46.73% |
$132K - $133K
|
16.4K
$416K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.15KNew |
$131K - $132K
|
5.15K
$131K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.7K+ 3.23% |
$119K - $120K
|
150K
$3.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.67K+ 10.67% |
$118K - $119K
|
48.4K
$1.23M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
4.34K+ 8.14% |
$110K - $111K
|
57.6K
$1.46M
|
|