Purchases and Sales Made in Q4 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 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 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.98K+ 25.14% |
$156K - $157K
|
34.7K
$780K
|
|
|
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 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.77K+ 3.44% |
$129K - $130K
|
173K
$3.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.04K+ 54.69% |
$113K - $114K
|
14.3K
$320K
|
|
|
Jan 28, 2026
Q4 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
5.04K+ 3.4% |
$113K - $114K
|
153K
$3.44M
|
|
|
Jan 29, 2026
Q4 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.56K+ 7.82% |
$102K - $103K
|
62.8K
$1.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.55K+ 11.95% |
$102K - $102K
|
42.6K
$957K
|
|
|
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
|
- |
3.7KNew |
$83.1K - $83.5K
|
3.7K
$83.2K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.96K+ 23.47% |
$66.4K - $66.7K
|
15.6K
$350K
|
|
|
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 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 201.98% |
$29.7K - $29.8K
|
1.98K
$44.4K
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.24K+ 1.29% |
$27.8K - $27.9K
|
97.4K
$2.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
997New |
$22.4K - $22.5K
|
997
$22.4K
|
|
|
Jan 29, 2026
Q4 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
739+ 3.38% |
$16.6K - $16.7K
|
22.6K
$507K
|
|
|
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 23, 2026
Q4 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
456+ 1.63% |
$10.2K - $10.3K
|
28.5K
$641K
|
|
|
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 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
104New |
$2.33K - $2.35K
|
104
$2.34K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
84+ 0.56% |
$1.88K - $1.89K
|
15.2K
$340K
|
|
|
Jan 27, 2026
Q4 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
58+ 0.43% |
$1.3K - $1.31K
|
13.4K
$302K
|
|
|
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
|
- |
5New |
$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 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-830- 6.51% |
$18.6K - $18.7K
|
11.9K
$268K
|
|
|
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
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 0.89% |
$34.4K - $34.6K
|
171K
$3.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.7K- 23.0% |
$38.2K - $38.4K
|
5.7K
$128K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-3.63K- 3.01% |
$81.4K - $81.8K
|
117K
$2.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-18.2K- 3.79% |
$408K - $410K
|
462K
$10.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-24.9K- 5.46% |
$559K - $562K
|
431K
$9.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95.3K- 25.54% |
$2.14M - $2.15M
|
278K
$6.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-276K- 54.02% |
$6.18M - $6.21M
|
235K
$5.27M
|
|