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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.99MNew |
$62.1M - $63.8M
|
2.99M
$63.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.74MNew |
$36.1M - $37.1M
|
1.74M
$36.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09M+ 36.82% |
$22.5M - $23.1M
|
4.03M
$85M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
912KNew |
$19M - $19.5M
|
912K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
834K+ 29.73% |
$17.3M - $17.8M
|
3.64M
$76.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
630K+ 50.07% |
$13.1M - $13.4M
|
1.89M
$39.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
605KNew |
$12.6M - $12.9M
|
605K
$12.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
524K+ 8.23% |
$10.9M - $11.2M
|
6.88M
$145M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
512K+ 32.68% |
$10.6M - $10.9M
|
2.08M
$43.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
329K+ 199.58% |
$6.83M - $7.01M
|
494K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
273K+ 8.7% |
$5.66M - $5.81M
|
3.41M
$71.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
263K+ 30.06% |
$5.46M - $5.6M
|
1.14M
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
230K+ 12.28% |
$4.77M - $4.9M
|
2.1M
$44.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222K+ 228.25% |
$4.61M - $4.73M
|
319K
$6.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
180K+ 14.44% |
$3.74M - $3.84M
|
1.43M
$30.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
122K+ 16.87% |
$2.54M - $2.6M
|
846K
$17.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
119K+ 8.16% |
$2.47M - $2.53M
|
1.57M
$33.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
108K+ 8.27% |
$2.25M - $2.31M
|
1.42M
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 470.61% |
$2.25M - $2.31M
|
131K
$2.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 15.13% |
$2.18M - $2.24M
|
800K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
105KNew |
$2.18M - $2.24M
|
105K
$2.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
80.5K+ 3.38% |
$1.67M - $1.72M
|
2.47M
$52M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.5K+ 46.4% |
$1.63M - $1.67M
|
248K
$5.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.3K+ 17.32% |
$1.56M - $1.6M
|
510K
$10.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
73.8K+ 30.04% |
$1.53M - $1.57M
|
319K
$6.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
71K+ 4.38% |
$1.47M - $1.51M
|
1.69M
$35.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
68.8K+ 7.77% |
$1.43M - $1.47M
|
954K
$20.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
55.8K+ 15.09% |
$1.16M - $1.19M
|
426K
$8.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
53KNew |
$1.1M - $1.13M
|
53K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46.9K+ 34.72% |
$975K - $1M
|
182K
$3.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
44.1K+ 22.17% |
$917K - $941K
|
243K
$5.13M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
36.2K+ 17.58% |
$753K - $773K
|
242K
$5.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
33.1K+ 13.08% |
$687K - $706K
|
286K
$6.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.7KNew |
$679K - $697K
|
32.7K
$690K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 8.09% |
$650K - $667K
|
418K
$8.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
29.3K+ 1.36% |
$609K - $625K
|
2.18M
$46M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29K+ 3.45% |
$602K - $618K
|
870K
$18.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
27.4K+ 11.91% |
$569K - $584K
|
257K
$5.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.3KNew |
$566K - $581K
|
27.3K
$575K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
26.4KNew |
$548K - $562K
|
26.4K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.7KNew |
$512K - $526K
|
24.7K
$520K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.1K+ 71.84% |
$501K - $515K
|
57.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.8K+ 16.16% |
$474K - $486K
|
164K
$3.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.4K+ 25.92% |
$465K - $477K
|
109K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.2K+ 20.19% |
$461K - $473K
|
132K
$2.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6KNew |
$448K - $460K
|
21.6K
$455K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
21.3KNew |
$443K - $455K
|
21.3K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19.9K+ 13.85% |
$413K - $424K
|
164K
$3.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
19.8K+ 8.12% |
$410K - $421K
|
263K
$5.55M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.3K+ 38.63% |
$401K - $412K
|
69.3K
$1.46M
|
|