Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DECEMBER 202.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83K+ 24.52% |
$72.5K - $72.9K
|
14.4K
$369K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 11.89% |
$56.9K - $57.2K
|
20.9K
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 1.19% |
$55.2K - $55.5K
|
184K
$4.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 3.16% |
$51.4K - $51.7K
|
65.7K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 3.44% |
$36.7K - $36.9K
|
43.2K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.4K+ 17.5% |
$35.8K - $36K
|
9.4K
$241K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.38K+ 5.12% |
$35.2K - $35.4K
|
28.3K
$724K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.28K+ 2.67% |
$32.7K - $32.8K
|
49K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.23K+ 11.83% |
$31.5K - $31.7K
|
11.6K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.18K+ 2.64% |
$30.1K - $30.3K
|
45.8K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.17K+ 5.72% |
$29.8K - $30K
|
21.5K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
975+ 1.0% |
$24.9K - $25.1K
|
98.8K
$2.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
973+ 1.54% |
$24.9K - $25K
|
64.3K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
882+ 6.24% |
$22.6K - $22.7K
|
15K
$384K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
819+ 9.57% |
$21K - $21.1K
|
9.37K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
780+ 9.83% |
$20K - $20.1K
|
8.72K
$223K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
716New |
$18.3K - $18.4K
|
716
$18.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
713+ 4.71% |
$18.2K - $18.3K
|
15.8K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
686+ 1.52% |
$17.5K - $17.6K
|
45.7K
$1.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
650+ 6.77% |
$16.6K - $16.7K
|
10.2K
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
600+ 1.02% |
$15.3K - $15.4K
|
59.4K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
550+ 2.31% |
$14.1K - $14.1K
|
24.3K
$623K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
501+ 5.04% |
$12.8K - $12.9K
|
10.5K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
390+ 0.41% |
$9.98K - $10K
|
95.7K
$2.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
253+ 1.64% |
$6.47K - $6.51K
|
15.7K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
251+ 0.6% |
$6.42K - $6.46K
|
42.3K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
234+ 1.56% |
$5.99K - $6.02K
|
15.3K
$391K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
220+ 0.16% |
$5.63K - $5.66K
|
134K
$3.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
200+ 2.4% |
$5.12K - $5.14K
|
8.52K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
100+ 1.22% |
$2.56K - $2.57K
|
8.3K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 0.9% |
$2.25K - $2.26K
|
9.83K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
49+ 0.16% |
$1.25K - $1.26K
|
29.8K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
33+ 0.41% |
$844 - $849
|
8.17K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
19New |
$486 - $489
|
19
$487
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18+ 0.03% |
$460 - $463
|
68.6K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.02% |
$435 - $437
|
73.3K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.62% |
$307 - $309
|
1.95K
$49.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.09% |
$153 - $154
|
6.46K
$165K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2+ 0.01% |
$51.2 - $51.4
|
18.4K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-7- 0.03% |
$179 - $180
|
22.4K
$574K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62- 0.14% |
$1.59K - $1.59K
|
45.3K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-93- 0.68% |
$2.38K - $2.39K
|
13.6K
$347K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-115- 0.19% |
$2.94K - $2.96K
|
59.4K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-233- 0.05% |
$5.96K - $5.99K
|
474K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-575- 2.53% |
$14.7K - $14.8K
|
22.1K
$566K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-745- 2.92% |
$19.1K - $19.2K
|
24.8K
$635K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-773- 6.57% |
$19.8K - $19.9K
|
11K
$282K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-794- 1.77% |
$20.3K - $20.4K
|
44K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-929- 2.12% |
$23.8K - $23.9K
|
42.9K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-984- 1.67% |
$25.2K - $25.3K
|
57.9K
$1.48M
|
|