Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.7K+ 52.68% |
$317K - $330K
|
45.5K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
15.6KNew |
$315K - $328K
|
15.6K
$332K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 16.34% |
$312K - $325K
|
110K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$308K - $321K
|
15.2K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 11.33% |
$305K - $317K
|
148K
$3.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
13.6KNew |
$275K - $286K
|
13.6K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.4K+ 6.05% |
$251K - $261K
|
218K
$4.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.3K+ 2.44% |
$248K - $258K
|
515K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.7K+ 21.95% |
$237K - $246K
|
65K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
11.5K+ 4.96% |
$233K - $242K
|
243K
$5.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$231K - $240K
|
11.4K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
11.1KNew |
$225K - $234K
|
11.1K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.1K+ 14.09% |
$225K - $234K
|
89.9K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9KNew |
$220K - $228K
|
10.9K
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9KNew |
$220K - $228K
|
10.9K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5KNew |
$213K - $221K
|
10.5K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 26.97% |
$209K - $218K
|
48.7K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.3KNew |
$208K - $217K
|
10.3K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 42.83% |
$206K - $214K
|
33.9K
$724K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.2K+ 22.99% |
$206K - $214K
|
54.4K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10K+ 1.6% |
$203K - $211K
|
639K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.93KNew |
$201K - $209K
|
9.93K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.79K+ 54.46% |
$198K - $206K
|
27.8K
$592K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.63KNew |
$195K - $203K
|
9.63K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
9.58K+ 8.6% |
$194K - $202K
|
121K
$2.58M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
9.56KNew |
$193K - $201K
|
9.56K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.52K+ 2.62% |
$193K - $200K
|
373K
$7.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.03K+ 3.7% |
$183K - $190K
|
253K
$5.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.67K+ 6.54% |
$175K - $182K
|
141K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.3K+ 17.63% |
$148K - $154K
|
48.7K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.14K+ 42.9% |
$144K - $150K
|
23.8K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.92K+ 25.92% |
$140K - $146K
|
33.6K
$717K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.75K+ 16.99% |
$137K - $142K
|
46.5K
$992K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
6.28K+ 15.09% |
$127K - $132K
|
47.9K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.07K+ 43.11% |
$123K - $128K
|
20.1K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.88K+ 61.76% |
$119K - $124K
|
15.4K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.72K+ 7.04% |
$116K - $120K
|
86.8K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
5.5K+ 77.46% |
$111K - $116K
|
12.6K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.44K+ 7.45% |
$110K - $114K
|
78.4K
$1.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.73K+ 40.43% |
$95.7K - $99.5K
|
16.4K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.4K+ 3.52% |
$88.9K - $92.5K
|
129K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.39K+ 1.95% |
$88.9K - $92.4K
|
230K
$4.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 542.77% |
$86.5K - $90K
|
5.07K
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.05K+ 2.8% |
$81.9K - $85.2K
|
149K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4K+ 4.31% |
$80.9K - $84.1K
|
96.8K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.61K+ 1.75% |
$73.1K - $76K
|
210K
$4.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.48K+ 7.51% |
$70.3K - $73.1K
|
49.7K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.41K+ 5.95% |
$68.9K - $71.7K
|
60.6K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.22K+ 44.31% |
$65.2K - $67.8K
|
10.5K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.99K+ 30.75% |
$60.4K - $62.8K
|
12.7K
$271K
|