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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.62K+ 2.54% |
$53.1K - $55.2K
|
106K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.52K+ 10.98% |
$50.9K - $53K
|
25.4K
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.48K+ 0.75% |
$50.2K - $52.2K
|
332K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.38K+ 20.37% |
$48.2K - $50.2K
|
14.1K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.32K+ 1.64% |
$46.8K - $48.7K
|
144K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.3K+ 20.16% |
$46.5K - $48.4K
|
13.7K
$293K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.19K+ 1.74% |
$44.3K - $46.1K
|
128K
$2.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.93K+ 39.95% |
$39K - $40.6K
|
6.76K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.93K+ 6.72% |
$39K - $40.5K
|
30.6K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.85K+ 1.13% |
$37.4K - $38.9K
|
166K
$3.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 2.18% |
$35.7K - $37.1K
|
82.5K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.7K+ 3.73% |
$34.4K - $35.7K
|
47.3K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 15.33% |
$33K - $34.4K
|
12.3K
$262K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.6K+ 11.91% |
$32.3K - $33.6K
|
15K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.58K+ 3.7% |
$32K - $33.3K
|
44.4K
$947K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 12.89% |
$29.3K - $30.5K
|
12.7K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37KNew |
$27.7K - $28.8K
|
1.37K
$29.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.3K+ 2.1% |
$26.3K - $27.4K
|
63.2K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.24K+ 11.68% |
$25K - $26K
|
11.8K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$24.9K - $25.9K
|
1.23K
$26.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 5.5% |
$24.3K - $25.3K
|
23K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
989New |
$20K - $20.8K
|
989
$21.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
980+ 1.3% |
$19.8K - $20.6K
|
76.6K
$1.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
970+ 3.69% |
$19.6K - $20.4K
|
27.3K
$582K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
920+ 95.34% |
$18.6K - $19.4K
|
1.89K
$40.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
721+ 4.05% |
$14.6K - $15.2K
|
18.5K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
684+ 0.19% |
$13.8K - $14.4K
|
355K
$7.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
627+ 43.94% |
$12.7K - $13.2K
|
2.05K
$43.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
532+ 1.02% |
$10.8K - $11.2K
|
52.5K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
309+ 0.77% |
$6.25K - $6.5K
|
40.4K
$862K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
300+ 0.24% |
$6.07K - $6.31K
|
128K
$2.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
242+ 0.76% |
$4.9K - $5.09K
|
32.3K
$689K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
152+ 0.28% |
$3.07K - $3.2K
|
54.7K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
137+ 0.66% |
$2.77K - $2.88K
|
20.9K
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
128+ 1.24% |
$2.59K - $2.69K
|
10.4K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 1.1% |
$1.31K - $1.37K
|
5.95K
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29- 0.04% |
$587 - $610
|
80.2K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-192- 0.64% |
$3.88K - $4.04K
|
29.6K
$632K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-195- 15.38% |
$3.94K - $4.1K
|
1.07K
$22.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-270- 6.24% |
$5.46K - $5.68K
|
4.06K
$86.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-270- 1.82% |
$5.46K - $5.68K
|
14.6K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 0.05% |
$6.66K - $6.92K
|
704K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-712- 5.27% |
$14.4K - $15K
|
12.8K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-991- 0.58% |
$20K - $20.9K
|
169K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 36.13% |
$24.7K - $25.7K
|
2.16K
$46.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.38K- 7.09% |
$27.8K - $28.9K
|
18K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.42K- 1.7% |
$28.7K - $29.8K
|
81.8K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.23% |
$30.7K - $32K
|
66.7K
$1.42M
|