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 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.69M+ 15152.54% |
$37.9M - $38.1M
|
1.7M
$38.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
365KNew |
$8.19M - $8.23M
|
365K
$8.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
236K+ 231.88% |
$5.3M - $5.33M
|
338K
$7.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
211K+ 36.96% |
$4.73M - $4.75M
|
781K
$17.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
143K+ 18.59% |
$3.2M - $3.22M
|
911K
$20.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
124K+ 275.58% |
$2.77M - $2.79M
|
169K
$3.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
59K+ 28.35% |
$1.32M - $1.33M
|
267K
$6M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
42.4KNew |
$950K - $955K
|
42.4K
$952K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26.7KNew |
$599K - $602K
|
26.7K
$600K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.4KNew |
$279K - $280K
|
12.4K
$279K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.5KNew |
$236K - $237K
|
10.5K
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
10.3KNew |
$232K - $233K
|
10.3K
$232K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.2K+ 62.26% |
$229K - $231K
|
26.6K
$599K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
9.34KNew |
$209K - $211K
|
9.34K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
7.19K+ 2.24% |
$161K - $162K
|
328K
$7.37M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.9K+ 23.4% |
$132K - $133K
|
31.1K
$699K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.28K+ 6.52% |
$95.9K - $96.4K
|
69.8K
$1.57M
|
|
|
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 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
668+ 6.43% |
$15K - $15.1K
|
11.1K
$249K
|
|
|
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 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
84+ 0.56% |
$1.88K - $1.89K
|
15.2K
$340K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
5New |
$112 - $113
|
5
$112
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-323- 1.34% |
$7.24K - $7.28K
|
23.7K
$533K
|
|
|
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 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
|
|