Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) 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
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
462KNew |
$10.6M - $10.6M
|
462K
$10.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
456K+ 124.5% |
$10.4M - $10.5M
|
823K
$18.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
290K+ 60.65% |
$6.62M - $6.64M
|
767K
$17.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
223K+ 630.08% |
$5.1M - $5.12M
|
258K
$5.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
203K+ 69.48% |
$4.64M - $4.65M
|
494K
$11.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
199K+ 35.84% |
$4.56M - $4.57M
|
755K
$17.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
114K+ 4.79% |
$2.6M - $2.61M
|
2.49M
$57M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
84K+ 10.59% |
$1.92M - $1.93M
|
877K
$20.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
53.7K+ 26.3% |
$1.23M - $1.23M
|
258K
$5.91M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
36.7K+ 105.52% |
$840K - $843K
|
71.5K
$1.64M
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
31.2K+ 7.05% |
$715K - $717K
|
474K
$10.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.5K+ 33.04% |
$400K - $401K
|
70.4K
$1.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15.1K+ 2.17% |
$345K - $346K
|
708K
$16.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.5K+ 17.79% |
$309K - $310K
|
89.4K
$2.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.2KNew |
$279K - $280K
|
12.2K
$279K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.4K+ 7.61% |
$260K - $261K
|
161K
$3.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$250K - $251K
|
10.9K
$250K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.72K+ 5.44% |
$222K - $223K
|
189K
$4.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.11KNew |
$208K - $209K
|
9.11K
$209K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.06KNew |
$207K - $208K
|
9.06K
$207K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.93K+ 255.14% |
$204K - $205K
|
12.4K
$285K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.76K+ 1.01% |
$155K - $155K
|
675K
$15.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.26K+ 1.6% |
$143K - $144K
|
398K
$9.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.47K+ 32.75% |
$125K - $126K
|
22.2K
$508K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.3K+ 11.17% |
$121K - $122K
|
52.8K
$1.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5.06K+ 23.7% |
$116K - $116K
|
26.4K
$605K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.98K+ 36.76% |
$114K - $114K
|
18.5K
$425K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.61KNew |
$82.6K - $82.9K
|
3.61K
$82.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 28.9% |
$76.4K - $76.7K
|
14.9K
$341K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.04K+ 4.33% |
$69.4K - $69.7K
|
73.2K
$1.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.28K+ 8.18% |
$52.1K - $52.3K
|
30.1K
$689K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.96KNew |
$44.7K - $44.9K
|
1.96K
$44.8K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
656+ 5.5% |
$15K - $15.1K
|
12.6K
$288K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
384+ 0.35% |
$8.79K - $8.81K
|
111K
$2.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
380+ 4.27% |
$8.69K - $8.72K
|
9.27K
$212K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
376+ 4.25% |
$8.6K - $8.63K
|
9.21K
$211K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
240+ 0.39% |
$5.49K - $5.51K
|
62.2K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
138+ 1.09% |
$3.16K - $3.17K
|
12.8K
$292K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
100+ 1.08% |
$2.29K - $2.3K
|
9.33K
$214K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
32+ 0.26% |
$732 - $734
|
12.2K
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
30+ 4.12% |
$686 - $689
|
759
$17.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.25% |
$229 - $230
|
813
$18.6K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7+ 0.06% |
$160 - $161
|
11.5K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$114 - $115
|
5
$115
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-37- 4.02% |
$847 - $849
|
884
$20.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-968- 1.69% |
$22.1K - $22.2K
|
56.1K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-1.38K- 2.15% |
$31.6K - $31.6K
|
62.9K
$1.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.67K- 14.61% |
$38.2K - $38.3K
|
9.76K
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.85K- 9.87% |
$42.3K - $42.5K
|
16.9K
$387K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-3.35K- 1.36% |
$76.7K - $77K
|
244K
$5.59M
|
|