Latest Institutional Purchases of Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
275K+ 10.76% |
$5.52M - $5.72M
|
2.83M
$58.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
18.1K+ 51.42% |
$364K - $376K
|
53.3K
$1.11M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
10.5K+ 10.4% |
$211K - $218K
|
111K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.3KNew |
$207K - $214K
|
10.3K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.51K+ 7.54% |
$131K - $135K
|
92.8K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.97K+ 3.84% |
$120K - $124K
|
162K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4.77K+ 12.95% |
$95.8K - $99.2K
|
41.6K
$862K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.52K+ 12.48% |
$70.7K - $73.1K
|
31.7K
$657K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.13K+ 13.57% |
$62.9K - $65.1K
|
26.2K
$543K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.73K+ 7.36% |
$54.8K - $56.7K
|
39.7K
$824K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
628+ 9.45% |
$12.6K - $13.1K
|
7.27K
$151K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.23M+ 115.04% |
$45.3M - $47.3M
|
4.17M
$86.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.97MNew |
$40M - $41.8M
|
1.97M
$40.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.76M+ 49.72% |
$35.8M - $37.4M
|
5.31M
$110M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
752K+ 121.72% |
$15.2M - $15.9M
|
1.37M
$28.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
679KNew |
$13.8M - $14.4M
|
679K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
596K+ 94.22% |
$12.1M - $12.6M
|
1.23M
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
463K+ 93.66% |
$9.39M - $9.81M
|
957K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
459K+ 137.27% |
$9.3M - $9.72M
|
793K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
267K+ 12.3% |
$5.41M - $5.66M
|
2.44M
$50.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
253K+ 11.75% |
$5.14M - $5.37M
|
2.41M
$50M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
250K+ 32.34% |
$5.08M - $5.31M
|
1.02M
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
224K+ 23.76% |
$4.55M - $4.76M
|
1.17M
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
165K+ 22.89% |
$3.34M - $3.49M
|
885K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
160KNew |
$3.24M - $3.39M
|
160K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
155K+ 4.27% |
$3.14M - $3.28M
|
3.78M
$78.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
150KNew |
$3.04M - $3.17M
|
150K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
134K+ 124.81% |
$2.71M - $2.83M
|
240K
$4.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
119KNew |
$2.42M - $2.53M
|
119K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
115K+ 8.41% |
$2.33M - $2.44M
|
1.48M
$30.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
102K+ 18.39% |
$2.07M - $2.16M
|
657K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101K+ 19.72% |
$2.05M - $2.14M
|
614K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.8K+ 53.21% |
$1.98M - $2.07M
|
282K
$5.84M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
92.1K+ 246.53% |
$1.87M - $1.95M
|
129K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.4K+ 30.13% |
$1.55M - $1.62M
|
330K
$6.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
71.2K+ 42.93% |
$1.44M - $1.51M
|
237K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
67.7K+ 44.67% |
$1.37M - $1.43M
|
219K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.5K+ 9.82% |
$1.02M - $1.07M
|
564K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
48.2K+ 38.25% |
$978K - $1.02M
|
174K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
47.4K+ 40.0% |
$961K - $1M
|
166K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
45K+ 6.92% |
$913K - $955K
|
696K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$895K - $936K
|
44.2K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41K+ 177.08% |
$832K - $870K
|
64.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.9K+ 4.43% |
$829K - $866K
|
963K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.7KNew |
$825K - $862K
|
40.7K
$843K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
37.7KNew |
$764K - $799K
|
37.7K
$781K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
37.5KNew |
$760K - $794K
|
37.5K
$777K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
36.6K+ 99.89% |
$743K - $777K
|
73.3K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
31.3K+ 274.86% |
$635K - $663K
|
42.7K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 69.14% |
$581K - $607K
|
70K
$1.45M
|
|