Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
792KNew |
$15.9M - $16.5M
|
792K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
664K+ 12.49% |
$13.3M - $13.8M
|
5.98M
$124M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
512K+ 64.59% |
$10.3M - $10.6M
|
1.3M
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
494K+ 5945.59% |
$9.94M - $10.3M
|
503K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
414KNew |
$8.32M - $8.61M
|
414K
$8.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
275K+ 10.76% |
$5.52M - $5.72M
|
2.83M
$58.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
266K+ 10.93% |
$5.35M - $5.54M
|
2.7M
$56.1M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
258K+ 25.19% |
$5.19M - $5.37M
|
1.28M
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
248K+ 10.28% |
$4.98M - $5.16M
|
2.66M
$55.2M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
232KNew |
$4.66M - $4.82M
|
232K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
193K+ 697.41% |
$3.87M - $4.01M
|
220K
$4.58M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
170K+ 138.83% |
$3.43M - $3.54M
|
293K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
124K+ 10.62% |
$2.49M - $2.58M
|
1.29M
$26.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
111K+ 296.78% |
$2.24M - $2.31M
|
149K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
101K+ 10.51% |
$2.02M - $2.09M
|
1.06M
$22M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
99.6K+ 8.11% |
$2M - $2.07M
|
1.33M
$27.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.2KNew |
$1.95M - $2.02M
|
97.2K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.7K+ 33.64% |
$1.9M - $1.97M
|
376K
$7.82M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.2K+ 16.52% |
$1.87M - $1.94M
|
657K
$13.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
92.1K+ 15.0% |
$1.85M - $1.92M
|
706K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
91K+ 6.14% |
$1.83M - $1.89M
|
1.57M
$32.7M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83.2KNew |
$1.67M - $1.73M
|
83.2K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
76.8K+ 12.33% |
$1.54M - $1.6M
|
700K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
76K+ 45.82% |
$1.53M - $1.58M
|
242K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
75.3K+ 571.73% |
$1.51M - $1.57M
|
88.4K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
74.4K+ 10.69% |
$1.5M - $1.55M
|
771K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
71.6K+ 5.23% |
$1.44M - $1.49M
|
1.44M
$30M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
57.2KNew |
$1.15M - $1.19M
|
57.2K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
47.4K+ 36.65% |
$954K - $987K
|
177K
$3.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
46.6K+ 7.08% |
$936K - $969K
|
704K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
40.8K+ 20.57% |
$821K - $850K
|
239K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
40.3K+ 106.87% |
$809K - $837K
|
77.9K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.7K+ 61.86% |
$799K - $826K
|
104K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
36.1K+ 84.6% |
$726K - $751K
|
78.8K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
34K+ 19.39% |
$684K - $708K
|
209K
$4.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.8K+ 10.23% |
$678K - $702K
|
364K
$7.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
32.1K+ 24.2% |
$645K - $668K
|
165K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
31.8K+ 9.87% |
$640K - $662K
|
354K
$7.36M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.8K+ 5.28% |
$639K - $661K
|
634K
$13.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
29.8KNew |
$599K - $619K
|
29.8K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.8KNew |
$599K - $619K
|
29.8K
$619K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
29.4K+ 17.26% |
$590K - $610K
|
199K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.5K+ 70.02% |
$572K - $592K
|
69.1K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
27.4K+ 12.31% |
$551K - $570K
|
250K
$5.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.2K+ 19.04% |
$547K - $566K
|
170K
$3.53M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.6K+ 2332.73% |
$514K - $532K
|
26.7K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.4K+ 34.85% |
$491K - $508K
|
94.4K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.7K+ 10.37% |
$457K - $473K
|
242K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21KNew |
$423K - $438K
|
21K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21K+ 19.81% |
$423K - $438K
|
127K
$2.64M
|