Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2027 Ter (IBTH)

IBTH Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH) during Q4 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
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
1.69M
+ 15152.54%
$37.9M - $38.1M
1.7M $38.2M
Jan 20, 2026 Q4 2025
Stratos Wealth Advisors, LLC

BUY
 -
766K
+ 2105.14%
$17.2M - $17.3M
803K $18M
Jan 22, 2026 Q4 2025
Carnegie Capital Asset Management, LLC

BUY
 -
577K
+ 1777.41%
$12.9M - $13M
609K $13.7M
Jan 08, 2026 Q4 2025
Fulton Bank, N.A.

BUY
 -
365K
New
$8.19M - $8.23M
365K $8.2M
Jan 21, 2026 Q4 2025
Bip Wealth, LLC

Atlanta, GA
BUY
 -
314K
New
$7.04M - $7.07M
314K $7.05M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
236K
+ 231.88%
$5.3M - $5.33M
338K $7.6M
Jan 08, 2026 Q4 2025
Mkt Advisors LLC

Escondido, CA
BUY
 -
211K
+ 36.96%
$4.73M - $4.75M
781K $17.6M
Jan 21, 2026 Q4 2025
Apella Capital, LLC

BUY
 -
177K
+ 81.64%
$3.98M - $4M
395K $8.87M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
143K
+ 18.59%
$3.2M - $3.22M
911K $20.5M
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
124K
+ 275.58%
$2.77M - $2.79M
169K $3.79M
Jan 23, 2026 Q4 2025
Asset Advisors Investment Management, LLC

BUY
 -
56K
+ 8.56%
$1.26M - $1.26M
710K $16M
Jan 14, 2026 Q4 2025
Chris Bulman Inc

Roseville, CA
BUY
 -
42.4K
New
$950K - $955K
42.4K $952K
Jan 21, 2026 Q4 2025
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
38.4K
+ 177.27%
$861K - $866K
60.1K $1.35M
Jan 07, 2026 Q4 2025
Gilbert & Cook, Inc.

BUY
 -
26.7K
New
$599K - $602K
26.7K $600K
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

BUY
 -
19.6K
+ 30.65%
$440K - $442K
83.5K $1.88M
Jan 23, 2026 Q4 2025
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
14.9K
+ 24.5%
$333K - $335K
75.5K $1.7M
Jan 14, 2026 Q4 2025
Prosperity Planning, Inc.

BUY
 -
12.4K
New
$279K - $280K
12.4K $279K
Jan 20, 2026 Q4 2025
Blue Square Asset Management, LLC

New York, NY
BUY
 -
11.1K
New
$249K - $251K
11.1K $250K
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

BUY
 -
10.5K
New
$236K - $237K
10.5K $236K
Jan 07, 2026 Q4 2025
Cooper Financial Group

BUY
 -
10.3K
New
$232K - $233K
10.3K $232K
Jan 14, 2026 Q4 2025
Conrad Siegel Investment Advisors, Inc.

BUY
 -
10.2K
+ 62.26%
$229K - $231K
26.6K $599K
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
9.34K
New
$209K - $211K
9.34K $210K
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
8.76K
+ 0.87%
$196K - $197K
1.02M $22.9M
Jan 08, 2026 Q4 2025
Old Port Advisors

BUY
 -
7.19K
+ 2.24%
$161K - $162K
328K $7.37M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.81K
+ 37.18%
$153K - $154K
25.1K $564K
Jan 16, 2026 Q4 2025
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
5.9K
+ 23.4%
$132K - $133K
31.1K $699K
Jan 20, 2026 Q4 2025
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
5.04K
+ 54.69%
$113K - $114K
14.3K $320K
Jan 08, 2026 Q4 2025
Montecito Bank & Trust

BUY
 -
4.28K
+ 6.52%
$95.9K - $96.4K
69.8K $1.57M
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
3.99K
+ 33.8%
$89.4K - $89.9K
15.8K $355K
Jan 20, 2026 Q4 2025
Toth Financial Advisory Corp

BUY
 -
3.7K
New
$83.1K - $83.5K
3.7K $83.2K
Jan 21, 2026 Q4 2025
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
2.79K
+ 1.11%
$62.6K - $63K
253K $5.69M
Jan 20, 2026 Q4 2025
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
2.6K
+ 12.6%
$58.4K - $58.7K
23.3K $523K
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.81K
+ 321.14%
$40.6K - $40.8K
2.37K $53.3K
Jan 05, 2026 Q4 2025
Horizons Wealth Management

Asheville, NC
BUY
 -
1.45K
+ 3.24%
$32.5K - $32.7K
46.3K $1.04M
Jan 21, 2026 Q4 2025
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
997
New
$22.4K - $22.5K
997 $22.4K
Jan 20, 2026 Q4 2025
Leo Wealth, LLC

Hurst, TX
BUY
 -
726
+ 0.76%
$16.3K - $16.4K
96.1K $2.16M
Jan 12, 2026 Q4 2025
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
668
+ 6.43%
$15K - $15.1K
11.1K $249K
Jan 20, 2026 Q4 2025
Moseley Investment Management Inc

BUY
 -
300
+ 3.18%
$6.73K - $6.77K
9.74K $219K
Jan 23, 2026 Q4 2025
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
284
+ 1.81%
$6.37K - $6.4K
16K $359K
Jan 20, 2026 Q4 2025
Austin Private Wealth, LLC

BUY
 -
283
+ 0.56%
$6.35K - $6.38K
51.2K $1.15M
Jan 07, 2026 Q4 2025
Decision Map Wealth Management, LLC

Great Falls, VA
BUY
 -
236
+ 2.04%
$5.29K - $5.32K
11.8K $265K
Jan 15, 2026 Q4 2025
Trinity Wealth Management, LLC

BUY
 -
84
+ 0.56%
$1.88K - $1.89K
15.2K $340K
Jan 23, 2026 Q4 2025
First Premier Bank

BUY
 -
28
+ 3.76%
$628 - $631
773 $17.4K
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
5
New
$112 - $113
5 $112
Jan 23, 2026 Q4 2025
Transcend Capital Advisors, LLC

SELL
 -
-268
- 0.66%
$6.01K - $6.04K
40.1K $900K
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
SELL
 -
-323
- 1.34%
$7.24K - $7.28K
23.7K $533K
Jan 15, 2026 Q4 2025
4 J Wealth Management LLC

SELL
 -
-929
- 2.48%
$20.8K - $20.9K
36.5K $820K
Jan 15, 2026 Q4 2025
Essential Planning, Llc.

Portsmouth, NH
SELL
 -
-1.01K
- 3.73%
$22.7K - $22.8K
26.1K $587K
Jan 21, 2026 Q4 2025
Crews Bank & Trust

Port Charlotte, FL
SELL
 -
-1.29K
- 7.73%
$28.8K - $29K
15.3K $345K

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