Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.9K+ 4.08% |
$98.4K - $102K
|
125K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.8K+ 70.28% |
$278K - $287K
|
33.5K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-3.32K- 13.36% |
$66.6K - $69K
|
21.5K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.3K+ 6.51% |
$127K - $131K
|
103K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.31K+ 2.02% |
$46.4K - $48K
|
117K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.66K- 28.32% |
$154K - $159K
|
19.4K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
40.8K+ 20.57% |
$821K - $850K
|
239K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-34.4K- 30.02% |
$692K - $716K
|
80.3K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
765+ 1.25% |
$15.4K - $15.9K
|
61.9K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.8K+ 10.23% |
$678K - $702K
|
364K
$7.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
91K+ 6.14% |
$1.83M - $1.89M
|
1.57M
$32.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
933+ 1.83% |
$18.8K - $19.4K
|
51.9K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
919New |
$18.5K - $19.1K
|
919
$19.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.2K+ 1.85% |
$246K - $254K
|
674K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 39.04% |
$267K - $276K
|
20.7K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$78.8K - $81.5K
|
3.92K
$81.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.12K+ 16.63% |
$42.6K - $44.1K
|
14.9K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.59K+ 3.01% |
$32K - $33.1K
|
54.5K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-715- 0.63% |
$14.4K - $14.9K
|
112K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
210+ 0.66% |
$4.22K - $4.37K
|
32K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.7K+ 10.37% |
$457K - $473K
|
242K
$5.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5K+ 13.74% |
$101K - $104K
|
41.4K
$862K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
27.4K+ 12.31% |
$551K - $570K
|
250K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$245K - $254K
|
12.2K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.2K+ 160.0% |
$145K - $150K
|
11.7K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
84+ 0.82% |
$1.69K - $1.75K
|
10.3K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.6KNew |
$213K - $220K
|
10.6K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.42K+ 6.0% |
$48.7K - $50.4K
|
42.8K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.04K+ 51.19% |
$162K - $167K
|
23.8K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.76K+ 11.47% |
$95.7K - $99K
|
46.2K
$963K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.82K+ 10.67% |
$157K - $163K
|
81.1K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.97K+ 42.56% |
$99.8K - $103K
|
16.6K
$346K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.96K+ 73.54% |
$120K - $124K
|
14.1K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
13.5K+ 7.01% |
$272K - $281K
|
206K
$4.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
338+ 0.92% |
$6.79K - $7.03K
|
36.9K
$769K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14.1K- 9.6% |
$284K - $294K
|
133K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 3.38% |
$241K - $249K
|
367K
$7.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.02KNew |
$20.4K - $21.1K
|
1.02K
$21.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.22K+ 2.84% |
$125K - $129K
|
226K
$4.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
111K+ 296.78% |
$2.24M - $2.31M
|
149K
$3.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 11.04% |
$108K - $111K
|
53.9K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.49K- 15.69% |
$171K - $177K
|
45.6K
$950K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.8K+ 174.36% |
$137K - $141K
|
10.7K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
32.1K+ 24.2% |
$645K - $668K
|
165K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.25K+ 3.49% |
$85.4K - $88.4K
|
126K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
46.6K+ 7.08% |
$936K - $969K
|
704K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
34K+ 19.39% |
$684K - $708K
|
209K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.73K+ 7.36% |
$54.8K - $56.7K
|
39.7K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
275K+ 10.76% |
$5.52M - $5.72M
|
2.83M
$58.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 2.41% |
$2.15K - $2.23K
|
4.33K
$90.1K
|