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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
628+ 9.45% |
$12.6K - $13.1K
|
7.27K
$151K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.97K+ 3.84% |
$120K - $124K
|
162K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.13K+ 13.57% |
$62.9K - $65.1K
|
26.2K
$543K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
18.1K+ 51.42% |
$364K - $376K
|
53.3K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.52K+ 12.48% |
$70.7K - $73.1K
|
31.7K
$657K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4.77K+ 12.95% |
$95.8K - $99.2K
|
41.6K
$862K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.51K+ 7.54% |
$131K - $135K
|
92.8K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17.4K- 6.86% |
$351K - $363K
|
237K
$4.92M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
10.5K+ 10.4% |
$211K - $218K
|
111K
$2.31M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.04K- 1.22% |
$121K - $126K
|
491K
$10.2M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
18.3KNew |
$370K - $387K
|
18.3K
$379K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 4.97% |
$51.9K - $54.3K
|
54.1K
$1.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
27.6KNew |
$560K - $586K
|
27.6K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 10.47% |
$204K - $213K
|
106K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.2K+ 3.82% |
$146K - $153K
|
196K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
165K+ 22.89% |
$3.34M - $3.49M
|
885K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
463K+ 93.66% |
$9.39M - $9.81M
|
957K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
459K+ 137.27% |
$9.3M - $9.72M
|
793K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
628New |
$12.7K - $13.3K
|
628
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.6K+ 4.42% |
$277K - $289K
|
322K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$895K - $936K
|
44.2K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
224K+ 23.76% |
$4.55M - $4.76M
|
1.17M
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.54K+ 3.47% |
$51.4K - $53.7K
|
75.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
413+ 1.54% |
$8.38K - $8.76K
|
27.2K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
267K+ 12.3% |
$5.41M - $5.66M
|
2.44M
$50.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
956+ 6.48% |
$19.4K - $20.3K
|
15.7K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.7KNew |
$825K - $862K
|
40.7K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41K+ 177.08% |
$832K - $870K
|
64.2K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2KNew |
$40.6K - $42.4K
|
2K
$41.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
134K+ 124.81% |
$2.71M - $2.83M
|
240K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$24.2K - $25.3K
|
1.2K
$24.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.86K+ 61.72% |
$139K - $145K
|
18K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.11K- 4.93% |
$42.8K - $44.7K
|
40.7K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.51K+ 9.29% |
$50.8K - $53.1K
|
29.5K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.76M+ 49.72% |
$35.8M - $37.4M
|
5.31M
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
22.7K+ 3.34% |
$461K - $482K
|
702K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
31.3K+ 274.86% |
$635K - $663K
|
42.7K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.03K+ 10.51% |
$61.4K - $64.2K
|
31.8K
$660K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.63K+ 9.78% |
$175K - $183K
|
96.9K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.4KNew |
$272K - $285K
|
13.4K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
253K+ 11.75% |
$5.14M - $5.37M
|
2.41M
$50M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
596K+ 94.22% |
$12.1M - $12.6M
|
1.23M
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.59K- 1.57% |
$194K - $203K
|
602K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
21.1K+ 3.19% |
$427K - $447K
|
681K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.9K+ 4.43% |
$829K - $866K
|
963K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.92K+ 9.17% |
$120K - $125K
|
70.4K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 0.8% |
$6.02K - $6.3K
|
36.7K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.7K+ 6.43% |
$95.2K - $99.6K
|
77.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54K+ 3.67% |
$31.2K - $32.6K
|
43.4K
$901K
|
|