Purchases and Sales Made in Q3 2025 in Ishares Tr Ibonds Dec 2030 Ter (IBTK)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2030 Ter (IBTK) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2030 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
8.04K+ 20.55% |
$157K - $161K
|
47.2K
$936K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.61K+ 6.66% |
$149K - $152K
|
122K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
6.98K+ 8.5% |
$137K - $139K
|
89.1K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.33K+ 46.12% |
$124K - $126K
|
20.1K
$398K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.29K+ 12.44% |
$123K - $126K
|
56.8K
$1.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.73K+ 9.78% |
$112K - $115K
|
64.3K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.56K+ 1.3% |
$109K - $111K
|
433K
$8.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.09K+ 8.08% |
$99.6K - $102K
|
68.1K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.12KNew |
$80.6K - $82.2K
|
4.12K
$81.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.99K+ 20.05% |
$78K - $79.6K
|
23.9K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.61K+ 30.18% |
$70.6K - $72.1K
|
15.6K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.58K+ 2.19% |
$70.1K - $71.6K
|
167K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.48K+ 4.88% |
$68.2K - $69.6K
|
74.9K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.4K+ 26.27% |
$66.5K - $67.9K
|
16.3K
$324K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
3.31K+ 450.75% |
$64.8K - $66.2K
|
4.05K
$80.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.74K+ 5.36% |
$53.5K - $54.6K
|
53.8K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.71K+ 3.2% |
$52.9K - $54K
|
87.1K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.71K+ 3.2% |
$52.9K - $54K
|
87.1K
$1.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.43K+ 58.25% |
$47.5K - $48.5K
|
6.59K
$131K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.37K+ 15.39% |
$46.3K - $47.3K
|
17.8K
$352K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.06KNew |
$40.3K - $41.1K
|
2.06K
$40.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.99K+ 2.5% |
$39K - $39.8K
|
81.9K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.74K+ 2.86% |
$34.1K - $34.8K
|
62.7K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66KNew |
$32.5K - $33.2K
|
1.66K
$33K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 1.06% |
$27.9K - $28.5K
|
136K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.38K+ 16.83% |
$27.1K - $27.6K
|
9.6K
$190K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25K+ 2.75% |
$24.5K - $25K
|
46.7K
$927K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06K+ 4.42% |
$20.6K - $21.1K
|
24.9K
$495K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
964+ 0.97% |
$18.9K - $19.3K
|
101K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
911New |
$17.8K - $18.2K
|
911
$18.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
909+ 5.16% |
$17.8K - $18.2K
|
18.5K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
883New |
$17.3K - $17.6K
|
883
$17.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
800+ 66.67% |
$15.7K - $16K
|
2K
$39.7K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
595+ 2.67% |
$11.6K - $11.9K
|
22.9K
$454K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
558New |
$10.9K - $11.1K
|
558
$11.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
510+ 4.23% |
$9.98K - $10.2K
|
12.6K
$249K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
352+ 1.15% |
$6.89K - $7.03K
|
30.9K
$612K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
314New |
$6.14K - $6.27K
|
314
$6.23K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
265New |
$5.19K - $5.29K
|
265
$5.26K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
224+ 0.89% |
$4.38K - $4.48K
|
25.3K
$502K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
139+ 0.67% |
$2.72K - $2.78K
|
21K
$416K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137New |
$2.68K - $2.74K
|
137
$2.72K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
130+ 0.97% |
$2.54K - $2.6K
|
13.5K
$268K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
115+ 0.6% |
$2.25K - $2.3K
|
19.3K
$384K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
114+ 0.81% |
$2.23K - $2.28K
|
14.1K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
109+ 0.97% |
$2.13K - $2.18K
|
11.4K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
25+ 0.18% |
$489 - $500
|
13.6K
$270K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 0.95% |
$411 - $420
|
2.24K
$44.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
15+ 4.55% |
$294 - $300
|
345
$6.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.95% |
$274 - $280
|
1.48K
$29.4K
|
|