Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2028 Ter (IBTI)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBTI) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2028 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.37MNew |
$30.6M - $30.8M
|
1.37M
$30.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
258K+ 49.02% |
$5.76M - $5.8M
|
784K
$17.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
238KNew |
$5.31M - $5.35M
|
238K
$5.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132KNew |
$2.95M - $2.97M
|
132K
$2.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
119KNew |
$2.66M - $2.68M
|
119K
$2.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
101K+ 9.63% |
$2.26M - $2.28M
|
1.15M
$25.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
85.8K+ 47.87% |
$1.91M - $1.93M
|
265K
$5.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
85K+ 142.41% |
$1.9M - $1.91M
|
145K
$3.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
83.1K+ 664.89% |
$1.85M - $1.87M
|
95.6K
$2.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
65K+ 123.01% |
$1.45M - $1.46M
|
118K
$2.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
57.5K+ 51.53% |
$1.28M - $1.29M
|
169K
$3.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
52.8K+ 8.1% |
$1.18M - $1.19M
|
704K
$15.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
47.4K+ 1421.65% |
$1.06M - $1.06M
|
50.7K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.1K+ 413.42% |
$1.05M - $1.06M
|
58.5K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
43.5K+ 8.61% |
$970K - $977K
|
548K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
39.8KNew |
$888K - $894K
|
39.8K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
32.3KNew |
$721K - $726K
|
32.3K
$722K
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
28.2KNew |
$629K - $633K
|
28.2K
$630K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26.8KNew |
$598K - $602K
|
26.8K
$599K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.3K+ 1.48% |
$319K - $321K
|
977K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
13.5KNew |
$301K - $303K
|
13.5K
$302K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$282K - $284K
|
12.6K
$282K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$249K - $251K
|
11.2K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
9.73KNew |
$217K - $219K
|
9.73K
$218K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.58KNew |
$214K - $215K
|
9.58K
$214K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.72K+ 31.61% |
$150K - $151K
|
28K
$625K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.37K+ 26.76% |
$75.3K - $75.8K
|
16K
$357K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.37K+ 5.85% |
$75.2K - $75.7K
|
61K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.68K+ 16.99% |
$59.8K - $60.2K
|
18.5K
$413K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.28K+ 1.24% |
$28.5K - $28.7K
|
104K
$2.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.03KNew |
$22.9K - $23K
|
1.03K
$22.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
383+ 1.26% |
$8.55K - $8.61K
|
30.7K
$687K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
337+ 1.56% |
$7.52K - $7.57K
|
22K
$491K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
309+ 2.65% |
$6.9K - $6.94K
|
12K
$268K
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
309+ 2.05% |
$6.9K - $6.94K
|
15.4K
$344K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
147+ 0.42% |
$3.28K - $3.3K
|
35K
$782K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
26+ 0.85% |
$580 - $584
|
3.08K
$68.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-206- 1.76% |
$4.6K - $4.63K
|
11.5K
$257K
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-625- 35.8% |
$14K - $14K
|
1.12K
$25.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.38K- 8.35% |
$30.7K - $30.9K
|
15.1K
$337K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-1.66K- 7.09% |
$37.1K - $37.3K
|
21.8K
$487K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.16K- 18.55% |
$48.2K - $48.5K
|
9.49K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-2.25K- 0.45% |
$50.3K - $50.6K
|
504K
$11.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3K- 2.53% |
$67K - $67.4K
|
116K
$2.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-133K- 55.47% |
$2.97M - $2.99M
|
107K
$2.39M
|
|