Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
46.8K+ 27.7% |
$1.19M - $1.2M
|
216K
$5.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
25.5K+ 36.62% |
$651K - $654K
|
95.2K
$2.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.6K+ 9.39% |
$321K - $322K
|
146K
$3.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10K+ 5.03% |
$255K - $256K
|
209K
$5.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.05K+ 38.39% |
$231K - $232K
|
32.6K
$836K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
8K+ 22.97% |
$204K - $205K
|
42.8K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.28K+ 3.11% |
$186K - $187K
|
242K
$6.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
6K+ 38.41% |
$153K - $154K
|
21.6K
$554K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.9K+ 31.21% |
$125K - $126K
|
20.6K
$528K
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.24K+ 3.28% |
$82.7K - $83K
|
102K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
1.88K+ 4.29% |
$48.1K - $48.3K
|
45.8K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 2.98% |
$30.1K - $30.2K
|
40.8K
$1.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
762+ 4.86% |
$19.4K - $19.5K
|
16.4K
$421K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
736+ 1.12% |
$18.8K - $18.9K
|
66.5K
$1.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
467+ 4.2% |
$11.9K - $12K
|
11.6K
$297K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
459+ 2.45% |
$11.7K - $11.8K
|
19.2K
$491K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
400+ 0.58% |
$10.2K - $10.2K
|
69K
$1.77M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
49+ 0.6% |
$1.25K - $1.26K
|
8.22K
$211K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
23New |
$587 - $589
|
23
$589
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$25.5 - $25.6
|
13.7K
$351K
|
|
|
Jan 16, 2026
Q4 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-792- 2.13% |
$20.2K - $20.3K
|
36.3K
$930K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-961- 5.87% |
$24.5K - $24.6K
|
15.4K
$395K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1K- 2.3% |
$25.5K - $25.6K
|
42.6K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.77K- 2.97% |
$45K - $45.2K
|
57.6K
$1.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.17K- 0.46% |
$55.3K - $55.5K
|
472K
$12.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-4.71K- 12.62% |
$120K - $121K
|
32.6K
$834K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-55.2K- 81.08% |
$1.41M - $1.41M
|
12.9K
$330K
|
|