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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-14- 0.02% |
$291 - $298
|
80.2K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.74KNew |
$140K - $144K
|
6.74K
$144K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
19.8K+ 8.12% |
$410K - $421K
|
263K
$5.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.1KNew |
$127K - $130K
|
6.1K
$130K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.8K+ 40.33% |
$265K - $272K
|
44.5K
$949K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
55.8K+ 15.09% |
$1.16M - $1.19M
|
426K
$9.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
12.1K+ 14.44% |
$252K - $259K
|
96.2K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-117- 0.14% |
$2.43K - $2.49K
|
81.7K
$1.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.25K+ 1.07% |
$46.7K - $48K
|
212K
$4.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.7KNew |
$679K - $697K
|
32.7K
$698K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 36.23% |
$356K - $365K
|
64.4K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8KNew |
$245K - $251K
|
11.8K
$252K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
865New |
$18K - $18.4K
|
865
$18.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.75KNew |
$77.9K - $80K
|
3.75K
$80K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
121+ 1.11% |
$2.51K - $2.58K
|
11K
$234K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.83K+ 29.15% |
$100K - $103K
|
21.4K
$456K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.87K+ 63.21% |
$143K - $146K
|
17.7K
$378K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15.5KNew |
$322K - $330K
|
15.5K
$330K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
71K+ 4.38% |
$1.47M - $1.51M
|
1.69M
$36.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
9.32K+ 15.36% |
$193K - $199K
|
69.9K
$1.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
12.9K+ 4.25% |
$268K - $275K
|
316K
$6.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 8.09% |
$650K - $667K
|
418K
$8.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
565+ 22.6% |
$11.7K - $12K
|
3.07K
$65.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
108K+ 8.27% |
$2.25M - $2.31M
|
1.42M
$30.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
73.8K+ 30.04% |
$1.53M - $1.57M
|
319K
$6.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.31K+ 13.44% |
$152K - $156K
|
61.7K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6KNew |
$448K - $460K
|
21.6K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.26KNew |
$26.1K - $26.8K
|
1.26K
$26.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81K+ 4.51% |
$204K - $209K
|
227K
$4.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
29.3K+ 1.36% |
$609K - $625K
|
2.18M
$46.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
26.4KNew |
$548K - $562K
|
26.4K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.8K+ 3.26% |
$225K - $231K
|
343K
$7.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
273K+ 8.7% |
$5.66M - $5.81M
|
3.41M
$72.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.71K+ 48.34% |
$119K - $122K
|
17.5K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 15.13% |
$2.18M - $2.24M
|
800K
$17.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.28K+ 4.91% |
$68.1K - $69.9K
|
70K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
329K+ 199.58% |
$6.83M - $7.01M
|
494K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.17K+ 7.12% |
$24.3K - $24.9K
|
17.6K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
912KNew |
$19M - $19.5M
|
912K
$19.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.54K+ 1.86% |
$157K - $161K
|
413K
$8.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.99MNew |
$62.1M - $63.8M
|
2.99M
$63.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 25.72% |
$283K - $291K
|
66.7K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-17.5K- 2.53% |
$364K - $373K
|
676K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.05K+ 12.42% |
$126K - $129K
|
54.8K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
422+ 0.67% |
$8.76K - $9K
|
63.6K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 13.28% |
$49.9K - $51.2K
|
20.5K
$437K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.77K+ 4.34% |
$78.3K - $80.4K
|
90.6K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
13.6K+ 11.23% |
$282K - $290K
|
135K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 13.84% |
$71.6K - $73.5K
|
28.4K
$605K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.88K- 1.46% |
$80.5K - $82.6K
|
261K
$5.56M
|