Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBDR) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
469K+ 100.36% |
N/A
|
936K
$22.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
243KNew |
N/A
|
243K
$5.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
211K+ 11.68% |
N/A
|
2.01M
$47.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
182K+ 16.06% |
N/A
|
1.32M
$31.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
107K+ 24.7% |
N/A
|
541K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
70.1K+ 9.98% |
N/A
|
773K
$18.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
60.2K+ 21.81% |
N/A
|
336K
$7.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46.1K+ 14.64% |
N/A
|
361K
$8.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
41.7K+ 12.49% |
N/A
|
376K
$8.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.9K+ 24.58% |
N/A
|
162K
$3.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
31.4KNew |
N/A
|
31.4K
$746K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
27.4KNew |
N/A
|
27.4K
$651K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
22.1K+ 103.87% |
N/A
|
43.3K
$1.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
21.3KNew |
N/A
|
21.3K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
17.5K+ 25.56% |
N/A
|
85.8K
$2.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 43.56% |
N/A
|
53.1K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16K+ 19.39% |
N/A
|
98.2K
$2.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.8K+ 28.04% |
N/A
|
49.3K
$1.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.71KNew |
N/A
|
9.71K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.44KNew |
N/A
|
9.44K
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.55K+ 6.58% |
N/A
|
139K
$3.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.89K+ 3.84% |
N/A
|
213K
$5.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
7.74K+ 12.0% |
N/A
|
72.2K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.98K+ 2.88% |
N/A
|
249K
$5.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.5K+ 5.3% |
N/A
|
109K
$2.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
5.23K+ 76.01% |
N/A
|
12.1K
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.96K+ 17.74% |
N/A
|
19.7K
$467K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.7K+ 22.5% |
N/A
|
14.7K
$349K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.68K+ 8.76% |
N/A
|
33.3K
$792K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.34KNew |
N/A
|
2.34K
$55.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.31K+ 0.56% |
N/A
|
417K
$9.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1.98K+ 6.36% |
N/A
|
33.1K
$787K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.78K+ 6.75% |
N/A
|
28.2K
$670K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
818+ 1.39% |
N/A
|
59.6K
$1.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
590+ 5.44% |
N/A
|
11.4K
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
517+ 0.89% |
N/A
|
58.4K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
406+ 0.81% |
N/A
|
50.6K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
201+ 0.73% |
N/A
|
27.9K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
193+ 1.19% |
N/A
|
16.4K
$388K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
98+ 2.02% |
N/A
|
4.96K
$118K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 1.38% |
N/A
|
1.54K
$36.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
20+ 0.04% |
N/A
|
52.7K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.01% |
N/A
|
23.8K
$565K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-371- 1.03% |
N/A
|
35.7K
$849K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-536- 0.23% |
N/A
|
235K
$5.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.36K- 10.29% |
N/A
|
11.9K
$282K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.72K- 5.2% |
N/A
|
31.4K
$746K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.59K- 8.9% |
N/A
|
57.2K
$1.36M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.96K- 0.77% |
N/A
|
1.28M
$30.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-11.2K- 3.24% |
N/A
|
334K
$7.92M
|
|