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 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
109K+ 312.94% |
$2.23M - $2.26M
|
143K
$2.95M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
55.5KNew |
$1.14M - $1.15M
|
55.5K
$1.14M
|
|
|
Jan 27, 2026
Q4 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
44.9K+ 11.02% |
$920K - $931K
|
452K
$9.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.2KNew |
$783K - $793K
|
38.2K
$785K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30.5KNew |
$625K - $632K
|
30.5K
$626K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
29.1K+ 4.49% |
$597K - $604K
|
678K
$13.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
29K+ 102.8% |
$594K - $601K
|
57.2K
$1.17M
|
|
|
Jan 29, 2026
Q4 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
24K+ 12.41% |
$493K - $499K
|
218K
$4.47M
|
|
|
Jan 28, 2026
Q4 2025
|
Walleye Partners, LLC
Madison, WI |
BUY
|
- |
21.3KNew |
$437K - $443K
|
21.3K
$439K
|
|
|
Jan 30, 2026
Q4 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
15.2K+ 5.94% |
$312K - $316K
|
271K
$5.58M
|
|
|
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 28, 2026
Q4 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
10.4K+ 2.92% |
$213K - $216K
|
366K
$7.53M
|
|
|
Jan 29, 2026
Q4 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
9.2K+ 74.12% |
$189K - $191K
|
21.6K
$444K
|
|
|
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 28, 2026
Q4 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
5.55KNew |
$114K - $115K
|
5.55K
$114K
|
|
|
Jan 28, 2026
Q4 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.94K+ 3.02% |
$101K - $103K
|
169K
$3.46M
|
|
|
Jan 30, 2026
Q4 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
4.43K+ 1.66% |
$90.8K - $91.9K
|
271K
$5.57M
|
|
|
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 30, 2026
Q4 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.86KNew |
$38K - $38.5K
|
1.86K
$38.1K
|
|
|
Jan 30, 2026
Q4 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.38K+ 62.64% |
$28.4K - $28.7K
|
3.59K
$73.8K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.22KNew |
$25K - $25.3K
|
1.22K
$25.1K
|
|
|
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 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
72+ 2.49% |
$1.48K - $1.49K
|
2.97K
$61K
|
|
|
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 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-89.1K- 30.85% |
$1.83M - $1.85M
|
200K
$4.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-104K- 26.13% |
$2.14M - $2.17M
|
295K
$6.06M
|
|