Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2027 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 10.96% |
$438K - $442K
|
198K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 2.62% |
$438K - $441K
|
768K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 30.38% |
$415K - $418K
|
79.7K
$1.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
18.5K+ 12.25% |
$413K - $416K
|
169K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.5K+ 3.44% |
$413K - $416K
|
554K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4KNew |
$411K - $414K
|
18.4K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
16.8KNew |
$376K - $379K
|
16.8K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
16.4KNew |
$367K - $369K
|
16.4K
$369K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
15.4K+ 30.79% |
$345K - $347K
|
65.5K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.3K+ 10.9% |
$343K - $346K
|
156K
$3.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
15.3KNew |
$341K - $343K
|
15.3K
$343K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.6KNew |
$326K - $329K
|
14.6K
$328K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
14.6K+ 4.76% |
$326K - $328K
|
321K
$7.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
14.5KNew |
$323K - $325K
|
14.5K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4K+ 14.87% |
$322K - $324K
|
111K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4K+ 9.37% |
$321K - $323K
|
168K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
14K+ 6.31% |
$313K - $315K
|
236K
$5.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 15.48% |
$306K - $308K
|
102K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8K+ 63.3% |
$287K - $289K
|
33.1K
$744K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.4K+ 20.87% |
$277K - $279K
|
71.9K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 13.69% |
$274K - $276K
|
102K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$270K - $272K
|
12.1K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$259K - $261K
|
11.6K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.6K+ 9.52% |
$259K - $261K
|
133K
$3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
11.2KNew |
$251K - $253K
|
11.2K
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$232K - $234K
|
10.4K
$234K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$228K - $230K
|
10.2K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.1KNew |
$227K - $229K
|
10.1K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1KNew |
$227K - $228K
|
10.1K
$228K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 2.9% |
$225K - $226K
|
356K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.69KNew |
$217K - $218K
|
9.69K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.56K+ 1.7% |
$214K - $215K
|
570K
$12.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.24K+ 27.68% |
$207K - $208K
|
42.6K
$958K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
9.22KNew |
$206K - $208K
|
9.22K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.75K+ 4.93% |
$196K - $197K
|
186K
$4.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.43K+ 9.57% |
$188K - $190K
|
96.5K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
8.16K+ 9.28% |
$183K - $184K
|
96.1K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
8.09K+ 64.51% |
$181K - $182K
|
20.6K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7.5K+ 60.0% |
$168K - $169K
|
20K
$449K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.31K+ 50.93% |
$163K - $165K
|
21.7K
$487K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.2K+ 3.87% |
$161K - $162K
|
193K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7KNew |
$157K - $158K
|
7K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
6.87K+ 6.01% |
$154K - $155K
|
121K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.18K+ 34.23% |
$138K - $139K
|
24.2K
$545K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.99K+ 3.46% |
$134K - $135K
|
179K
$4.02M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9KNew |
$110K - $110K
|
4.9K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.77K+ 0.84% |
$107K - $107K
|
569K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.43K+ 13.16% |
$98.9K - $99.7K
|
38K
$855K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.38K+ 20.43% |
$97.9K - $98.6K
|
25.8K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
4.35K+ 32.31% |
$97.3K - $98K
|
17.8K
$401K
|
|