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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.09K- 4.54% |
$103K - $107K
|
107K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$671K - $698K
|
33.2K
$706K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
147K+ 6.56% |
$2.97M - $3.09M
|
2.39M
$50.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 5.41% |
$401K - $417K
|
386K
$8.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.13MNew |
$63.4M - $65.9M
|
3.13M
$66.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
128+ 1.24% |
$2.59K - $2.69K
|
10.4K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
532+ 1.02% |
$10.8K - $11.2K
|
52.5K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.05K+ 2.8% |
$81.9K - $85.2K
|
149K
$3.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-105K- 64.83% |
$2.12M - $2.2M
|
56.8K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.3K+ 2.1% |
$26.3K - $27.4K
|
63.2K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
25.2K+ 10.53% |
$510K - $530K
|
265K
$5.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
989New |
$20K - $20.8K
|
989
$21K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
9.58K+ 8.6% |
$194K - $202K
|
121K
$2.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-270- 6.24% |
$5.46K - $5.68K
|
4.06K
$86.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4K+ 4.31% |
$80.9K - $84.1K
|
96.8K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.5KNew |
$353K - $367K
|
17.5K
$371K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.7K+ 3.73% |
$34.4K - $35.7K
|
47.3K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
21.7K+ 1.02% |
$439K - $457K
|
2.15M
$45.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.75K+ 16.99% |
$137K - $142K
|
46.5K
$989K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
62.9K+ 42.28% |
$1.27M - $1.32M
|
212K
$4.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
81.7KNew |
$1.65M - $1.72M
|
81.7K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.39K+ 1.95% |
$88.9K - $92.4K
|
230K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.7K+ 21.95% |
$237K - $246K
|
65K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-270- 1.82% |
$5.46K - $5.68K
|
14.6K
$311K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
6.28K+ 15.09% |
$127K - $132K
|
47.9K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
152+ 0.28% |
$3.07K - $3.2K
|
54.7K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
18.3K+ 7.73% |
$370K - $385K
|
255K
$5.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.93K+ 39.95% |
$39K - $40.6K
|
6.76K
$144K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.19K+ 1.74% |
$44.3K - $46.1K
|
128K
$2.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.08K- 0.63% |
$62.2K - $64.7K
|
488K
$10.4M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 21.1% |
$97K - $100K
|
27.7K
$589K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.43K+ 22.83% |
$48.9K - $50.6K
|
13.1K
$278K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
29.4K+ 17.26% |
$590K - $610K
|
199K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.8KNew |
$599K - $619K
|
29.8K
$633K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.67KNew |
$194K - $201K
|
9.67K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.04K - $8.32K
|
400
$8.51K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
17.5K+ 6.87% |
$351K - $363K
|
272K
$5.78M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
97.2KNew |
$1.95M - $2.02M
|
97.2K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
877+ 6.53% |
$17.6K - $18.2K
|
14.3K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
179+ 2.87% |
$3.6K - $3.72K
|
6.41K
$136K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.13K+ 5.67% |
$22.7K - $23.4K
|
21K
$446K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
272New |
$5.47K - $5.66K
|
272
$5.79K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.1KNew |
$304K - $315K
|
15.1K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 6.72% |
$36.8K - $38.1K
|
25.4K
$541K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$211K - $219K
|
10.5K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23KNew |
$24.8K - $25.6K
|
1.23K
$26.2K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 4.99% |
$37.6K - $38.9K
|
39.4K
$838K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
919New |
$18.5K - $19.1K
|
919
$19.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$78.8K - $81.5K
|
3.92K
$83.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.2K+ 1.85% |
$246K - $254K
|
674K
$14.3M
|
|