Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
653KNew |
$12.9M - $13.1M
|
653K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
248K+ 2181.89% |
$4.92M - $4.97M
|
260K
$5.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
48.4K+ 9.06% |
$960K - $969K
|
583K
$11.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
40.6K+ 33.45% |
$804K - $812K
|
162K
$3.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
33.8K+ 37.95% |
$670K - $677K
|
123K
$2.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.1K+ 13.17% |
$537K - $542K
|
233K
$4.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$345K - $349K
|
17.4K
$346K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
9.23K+ 35.72% |
$183K - $185K
|
35.1K
$696K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 42.73% |
$125K - $126K
|
21K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
5.54K+ 1.1% |
$110K - $111K
|
508K
$10.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
4.76K+ 7.48% |
$94.3K - $95.2K
|
68.3K
$1.36M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.22K+ 30.96% |
$83.6K - $84.4K
|
17.8K
$354K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
274+ 1.59% |
$5.43K - $5.48K
|
17.5K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
167+ 1.24% |
$3.31K - $3.34K
|
13.7K
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
100+ 0.02% |
$1.98K - $2K
|
479K
$9.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
11+ 1.29% |
$218 - $220
|
867
$17.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-19.8K- 5.16% |
$393K - $397K
|
365K
$7.24M
|
|