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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-10.6K- 34.99% |
$215K - $224K
|
19.8K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.2K+ 22.99% |
$206K - $214K
|
54.4K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37KNew |
$27.7K - $28.8K
|
1.37K
$29.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
309+ 0.77% |
$6.25K - $6.5K
|
40.4K
$859K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
482K+ 4501.27% |
$9.74M - $10.1M
|
492K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46.7K+ 52.83% |
$945K - $983K
|
135K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.2K+ 15.48% |
$1.18M - $1.23M
|
434K
$9.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 4.53% |
$34.4K - $35.7K
|
35.8K
$761K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
184K+ 27.96% |
$3.72M - $3.87M
|
841K
$17.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.3KNew |
$208K - $217K
|
10.3K
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-195- 15.38% |
$3.94K - $4.1K
|
1.07K
$22.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.48K+ 0.75% |
$50.2K - $52.2K
|
332K
$7.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
384K+ 6.42% |
$7.76M - $8.08M
|
6.36M
$135M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-6.31K- 0.9% |
$128K - $133K
|
693K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$24.9K - $25.9K
|
1.23K
$26.2K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.44K+ 7.45% |
$110K - $114K
|
78.4K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.3K+ 2.44% |
$248K - $258K
|
515K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.62K+ 2.54% |
$53.1K - $55.2K
|
106K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.11K- 10.48% |
$62.8K - $65.3K
|
26.5K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.85K+ 1.13% |
$37.4K - $38.9K
|
166K
$3.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
126K+ 9.49% |
$2.55M - $2.65M
|
1.45M
$30.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.67K+ 6.54% |
$175K - $182K
|
141K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 0.05% |
$6.66K - $6.92K
|
704K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 36.13% |
$24.7K - $25.7K
|
2.16K
$46K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.3K+ 20.16% |
$46.5K - $48.4K
|
13.7K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
721+ 4.05% |
$14.6K - $15.2K
|
18.5K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
54.2K+ 3.76% |
$1.1M - $1.14M
|
1.5M
$31.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-712- 5.27% |
$14.4K - $15K
|
12.8K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.1K- 31.94% |
$447K - $465K
|
47.1K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 2.67% |
$342K - $356K
|
617K
$13.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 16.34% |
$312K - $325K
|
110K
$2.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
115K+ 14.89% |
$2.32M - $2.41M
|
885K
$18.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$308K - $321K
|
15.2K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
72.7K+ 639.8% |
$1.47M - $1.53M
|
84.1K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23.2KNew |
$469K - $488K
|
23.2K
$494K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.07K+ 43.11% |
$123K - $128K
|
20.1K
$428K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9KNew |
$220K - $228K
|
10.9K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
627+ 43.94% |
$12.7K - $13.2K
|
2.05K
$43.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.88K+ 61.76% |
$119K - $124K
|
15.4K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 1.58% |
$226K - $235K
|
695K
$14.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
281KNew |
$5.69M - $5.91M
|
281K
$5.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.48K+ 7.51% |
$70.3K - $73.1K
|
49.7K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.93KNew |
$201K - $209K
|
9.93K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.52K- 7.08% |
$30.8K - $32K
|
20K
$425K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
9.56KNew |
$193K - $201K
|
9.56K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.4KNew |
$352K - $366K
|
17.4K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29- 0.04% |
$587 - $610
|
80.2K
$1.71M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
29.3K+ 16.58% |
$593K - $617K
|
206K
$4.39M
|