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 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.52K- 2.23% |
$30.7K - $32K
|
66.7K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-62K- 9.58% |
$1.25M - $1.3M
|
585K
$12.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 42.83% |
$206K - $214K
|
33.9K
$722K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
920+ 95.34% |
$18.6K - $19.4K
|
1.89K
$40.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.13K- 1.83% |
$83.6K - $86.9K
|
222K
$4.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.58K+ 3.7% |
$32K - $33.3K
|
44.4K
$944K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9KNew |
$220K - $228K
|
10.9K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.61K+ 1.75% |
$73.1K - $76K
|
210K
$4.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.52K+ 2.62% |
$193K - $200K
|
373K
$7.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$231K - $240K
|
11.4K
$242K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
29.2K+ 2.27% |
$590K - $614K
|
1.31M
$27.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
76.8K+ 26.2% |
$1.55M - $1.62M
|
370K
$7.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
7.14K+ 42.9% |
$144K - $150K
|
23.8K
$506K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.38K- 7.09% |
$27.8K - $28.9K
|
18K
$383K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
31.1K+ 269.24% |
$629K - $654K
|
42.6K
$907K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
13.6KNew |
$275K - $286K
|
13.6K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.27K- 6.22% |
$147K - $153K
|
110K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10K+ 1.6% |
$203K - $211K
|
639K
$13.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
45.5K+ 2.89% |
$921K - $958K
|
1.62M
$34.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.03K+ 3.7% |
$183K - $190K
|
253K
$5.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.63KNew |
$195K - $203K
|
9.63K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.22K+ 44.31% |
$65.2K - $67.8K
|
10.5K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.42K- 1.7% |
$28.7K - $29.8K
|
81.8K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
137+ 0.66% |
$2.77K - $2.88K
|
20.9K
$444K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 1.1% |
$1.31K - $1.37K
|
5.95K
$127K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.45K+ 12.89% |
$29.3K - $30.5K
|
12.7K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.4K+ 3.52% |
$88.9K - $92.5K
|
129K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.94K- 2.16% |
$181K - $188K
|
405K
$8.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 15.33% |
$33K - $34.4K
|
12.3K
$261K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 26.97% |
$209K - $218K
|
48.7K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
36.2K+ 17.27% |
$732K - $761K
|
246K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32.6KNew |
$660K - $687K
|
32.6K
$694K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
109K+ 15.59% |
$2.21M - $2.3M
|
809K
$17.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.24K+ 11.68% |
$25K - $26K
|
11.8K
$251K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
62.3K+ 186.19% |
$1.26M - $1.31M
|
95.8K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
3.41K+ 5.95% |
$68.9K - $71.7K
|
60.6K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.96K- 14.07% |
$59.9K - $62.3K
|
18.1K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.8K- 6.71% |
$340K - $353K
|
233K
$4.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.7K+ 52.68% |
$317K - $330K
|
45.5K
$967K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.99K+ 30.75% |
$60.4K - $62.8K
|
12.7K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
24.9KNew |
$504K - $524K
|
24.9K
$530K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.3K+ 17.63% |
$148K - $154K
|
48.7K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.1K+ 11.33% |
$305K - $317K
|
148K
$3.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.72K+ 7.04% |
$116K - $120K
|
86.8K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.73K+ 40.43% |
$95.7K - $99.5K
|
16.4K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5KNew |
$213K - $221K
|
10.5K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
970+ 3.69% |
$19.6K - $20.4K
|
27.3K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.79K+ 54.46% |
$198K - $206K
|
27.8K
$590K
|
|
|
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
|