Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBTL)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBTL) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
374KNew |
$7.68M - $7.77M
|
374K
$7.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
197KNew |
$4.04M - $4.09M
|
197K
$4.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
173K+ 58.06% |
$3.54M - $3.58M
|
470K
$9.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$249K - $252K
|
12.2K
$250K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$247K - $250K
|
12K
$247K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
7.35K+ 39.44% |
$151K - $152K
|
26K
$534K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.9K+ 70.24% |
$141K - $143K
|
16.7K
$344K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.42K+ 18.21% |
$49.7K - $50.3K
|
15.7K
$323K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 6.71% |
$44.7K - $45.3K
|
34.7K
$712K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.09KNew |
$22.3K - $22.6K
|
1.09K
$22.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
774+ 3.22% |
$15.9K - $16.1K
|
24.8K
$510K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
172+ 1.3% |
$3.53K - $3.57K
|
13.4K
$275K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
155+ 22.73% |
$3.18K - $3.22K
|
837
$17.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$20.5 - $20.8
|
8.37K
$172K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.02% |
$41 - $41.5
|
11K
$227K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-104K- 26.13% |
$2.14M - $2.17M
|
295K
$6.06M
|
|