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 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.52K- 7.08% |
$30.8K - $32K
|
20K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 4.53% |
$34.4K - $35.7K
|
35.8K
$764K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.9K- 15.97% |
$38.4K - $40K
|
10K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.96K- 14.07% |
$59.9K - $62.3K
|
18.1K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.03K- 16.83% |
$61.2K - $63.6K
|
15K
$319K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.08K- 0.63% |
$62.2K - $64.7K
|
488K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.11K- 10.48% |
$62.8K - $65.3K
|
26.5K
$566K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.13K- 1.83% |
$83.6K - $86.9K
|
222K
$4.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 8.72% |
$95.1K - $98.9K
|
49.2K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.77K- 6.11% |
$96.4K - $100K
|
73.2K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.09K- 4.54% |
$103K - $107K
|
107K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.35K- 0.29% |
$108K - $112K
|
1.87M
$39.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.31K- 0.9% |
$128K - $133K
|
693K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.25K- 17.79% |
$147K - $152K
|
33.5K
$715K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.27K- 6.22% |
$147K - $153K
|
110K
$2.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.94K- 2.16% |
$181K - $188K
|
405K
$8.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-10.6K- 34.99% |
$215K - $224K
|
19.8K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 1.58% |
$226K - $235K
|
695K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-11.6K- 5.27% |
$235K - $244K
|
209K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.7K- 1.65% |
$237K - $246K
|
699K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.2K- 39.37% |
$287K - $298K
|
21.8K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.8K- 6.71% |
$340K - $353K
|
233K
$4.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 2.67% |
$342K - $356K
|
617K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 45.12% |
$348K - $362K
|
20.9K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.7K- 16.99% |
$357K - $372K
|
86.3K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.1K- 31.94% |
$447K - $465K
|
47.1K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-45.5K- 3.52% |
$921K - $958K
|
1.25M
$26.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-62K- 9.58% |
$1.25M - $1.3M
|
585K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-71.7K- 7.58% |
$1.45M - $1.51M
|
874K
$18.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-105K- 64.83% |
$2.12M - $2.2M
|
56.8K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-608K- 32.58% |
$12.3M - $12.8M
|
1.26M
$26.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.83MClosed |
$57.2M - $59.5M
|
0
$0
|