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 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$24.9K - $25.9K
|
1.23K
$26.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.22K- 36.13% |
$24.7K - $25.7K
|
2.16K
$46.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 0.05% |
$6.66K - $6.92K
|
704K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.67K+ 6.54% |
$175K - $182K
|
141K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
126K+ 9.49% |
$2.55M - $2.65M
|
1.45M
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.85K+ 1.13% |
$37.4K - $38.9K
|
166K
$3.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.3K+ 20.16% |
$46.5K - $48.4K
|
13.7K
$293K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
721+ 4.05% |
$14.6K - $15.2K
|
18.5K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 16.34% |
$312K - $325K
|
110K
$2.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 2.67% |
$342K - $356K
|
617K
$13.2M
|
|
|
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
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-712- 5.27% |
$14.4K - $15K
|
12.8K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
54.2K+ 3.76% |
$1.1M - $1.14M
|
1.5M
$31.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
115K+ 14.89% |
$2.32M - $2.41M
|
885K
$18.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.2KNew |
$308K - $321K
|
15.2K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23.2KNew |
$469K - $488K
|
23.2K
$495K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.07K+ 43.11% |
$123K - $128K
|
20.1K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
627+ 43.94% |
$12.7K - $13.2K
|
2.05K
$43.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.88K+ 61.76% |
$119K - $124K
|
15.4K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
281KNew |
$5.69M - $5.91M
|
281K
$6M
|
|
|
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
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.4KNew |
$352K - $366K
|
17.4K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
9.56KNew |
$193K - $201K
|
9.56K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.52K- 7.08% |
$30.8K - $32K
|
20K
$426K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
29.3K+ 16.58% |
$593K - $617K
|
206K
$4.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-62K- 9.58% |
$1.25M - $1.3M
|
585K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 42.83% |
$206K - $214K
|
33.9K
$724K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
920+ 95.34% |
$18.6K - $19.4K
|
1.89K
$40.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.58K+ 3.7% |
$32K - $33.3K
|
44.4K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.52K+ 2.62% |
$193K - $200K
|
373K
$7.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.13K- 1.83% |
$83.6K - $86.9K
|
222K
$4.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
13.6KNew |
$275K - $286K
|
13.6K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
31.1K+ 269.24% |
$629K - $654K
|
42.6K
$910K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.4KNew |
$231K - $240K
|
11.4K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.27K- 6.22% |
$147K - $153K
|
110K
$2.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
9.03K+ 3.7% |
$183K - $190K
|
253K
$5.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.63KNew |
$195K - $203K
|
9.63K
$206K
|
|
|
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
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
137+ 0.66% |
$2.77K - $2.88K
|
20.9K
$446K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.63K+ 15.33% |
$33K - $34.4K
|
12.3K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 26.97% |
$209K - $218K
|
48.7K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
109K+ 15.59% |
$2.21M - $2.3M
|
809K
$17.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32.6KNew |
$660K - $687K
|
32.6K
$697K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.99K+ 30.75% |
$60.4K - $62.8K
|
12.7K
$271K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
970+ 3.69% |
$19.6K - $20.4K
|
27.3K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.77K- 6.11% |
$96.4K - $100K
|
73.2K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$671K - $698K
|
33.2K
$708K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.05K+ 2.8% |
$81.9K - $85.2K
|
149K
$3.17M
|