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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
18.1K+ 51.42% |
$364K - $376K
|
53.3K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
17.5K+ 6.87% |
$351K - $363K
|
272K
$5.65M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
17.4K+ 11.6% |
$349K - $361K
|
167K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
16.5K+ 2.42% |
$332K - $343K
|
698K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.3KNew |
$308K - $319K
|
15.3K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.1KNew |
$304K - $315K
|
15.1K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.8K+ 70.28% |
$278K - $287K
|
33.5K
$696K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
13.5K+ 7.01% |
$272K - $281K
|
206K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
13.4KNew |
$270K - $279K
|
13.4K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.1K+ 10.98% |
$263K - $273K
|
133K
$2.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.2K+ 1.85% |
$246K - $254K
|
674K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$245K - $254K
|
12.2K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 3.38% |
$241K - $249K
|
367K
$7.62M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$229K - $237K
|
11.4K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.4KNew |
$228K - $236K
|
11.4K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.7KNew |
$214K - $222K
|
10.7K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.6KNew |
$213K - $220K
|
10.6K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$211K - $219K
|
10.5K
$219K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
10.5K+ 10.4% |
$211K - $218K
|
111K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.3KNew |
$207K - $214K
|
10.3K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.71KNew |
$195K - $202K
|
9.71K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.67KNew |
$194K - $201K
|
9.67K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.39K+ 4.8% |
$189K - $195K
|
205K
$4.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.34K+ 27.82% |
$168K - $174K
|
38.3K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.04K+ 51.19% |
$162K - $167K
|
23.8K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.82K+ 10.67% |
$157K - $163K
|
81.1K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.2K+ 160.0% |
$145K - $150K
|
11.7K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
7K+ 2.95% |
$141K - $146K
|
244K
$5.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.8K+ 174.36% |
$137K - $141K
|
10.7K
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.51K+ 7.54% |
$131K - $135K
|
92.8K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.3K+ 6.51% |
$127K - $131K
|
103K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.22K+ 2.84% |
$125K - $129K
|
226K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.97K+ 3.84% |
$120K - $124K
|
162K
$3.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.96K+ 73.54% |
$120K - $124K
|
14.1K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.89K+ 4.25% |
$118K - $123K
|
145K
$3.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 11.04% |
$108K - $111K
|
53.9K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
5.1K+ 255.0% |
$103K - $106K
|
7.1K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5K+ 13.74% |
$101K - $104K
|
41.4K
$860K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.97K+ 42.56% |
$99.8K - $103K
|
16.6K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.9K+ 4.08% |
$98.4K - $102K
|
125K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 21.1% |
$97K - $100K
|
27.7K
$575K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4.77K+ 12.95% |
$95.8K - $99.2K
|
41.6K
$864K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.76K+ 11.47% |
$95.7K - $99K
|
46.2K
$961K
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.25K+ 3.49% |
$85.4K - $88.4K
|
126K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
4.17K+ 2.61% |
$83.9K - $86.8K
|
164K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$78.8K - $81.5K
|
3.92K
$81.4K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.69K+ 5.72% |
$74.2K - $76.8K
|
68.2K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.59K+ 8.83% |
$72.1K - $74.7K
|
44.2K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.52K+ 0.56% |
$70.7K - $73.2K
|
629K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.52K+ 12.48% |
$70.7K - $73.1K
|
31.7K
$659K
|