Purchases and Sales Made in Q1 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.52K+ 12.48% |
$70.7K - $73.1K
|
31.7K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.39KNew |
$68K - $70.4K
|
3.39K
$70.8K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25K+ 1.42% |
$65.4K - $67.7K
|
232K
$4.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
3.13K+ 13.57% |
$62.9K - $65.1K
|
26.2K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.07K+ 0.94% |
$61.6K - $63.8K
|
330K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 3.87% |
$60.5K - $62.6K
|
80.8K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3K+ 20.27% |
$60.3K - $62.4K
|
17.8K
$373K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.93K+ 14.65% |
$58.9K - $60.9K
|
22.9K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.73K+ 7.36% |
$54.8K - $56.7K
|
39.7K
$832K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.56K+ 3.64% |
$51.5K - $53.3K
|
73K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.42K+ 6.0% |
$48.7K - $50.4K
|
42.8K
$896K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.31K+ 6.13% |
$46.5K - $48.1K
|
40.1K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.31K+ 2.02% |
$46.4K - $48K
|
117K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 18.85% |
$43.1K - $44.6K
|
13.5K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
2.12K+ 16.63% |
$42.6K - $44.1K
|
14.9K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.97K+ 12.33% |
$39.7K - $41K
|
18K
$376K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 4.99% |
$37.6K - $38.9K
|
39.4K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.59K+ 3.01% |
$32K - $33.1K
|
54.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.56K+ 15.42% |
$31.4K - $32.5K
|
11.7K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54K+ 3.55% |
$31K - $32.1K
|
45K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.47K+ 5.39% |
$29.4K - $30.5K
|
28.6K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.41K+ 17.31% |
$28.2K - $29.2K
|
9.52K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.35K+ 3.66% |
$27K - $28K
|
38.1K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23KNew |
$24.8K - $25.6K
|
1.23K
$25.8K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.13K+ 5.67% |
$22.7K - $23.4K
|
21K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.02KNew |
$20.4K - $21.1K
|
1.02K
$21.2K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
965New |
$19.4K - $20.1K
|
965
$20.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
933+ 1.83% |
$18.8K - $19.4K
|
51.9K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
919New |
$18.5K - $19.1K
|
919
$19.2K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
877+ 6.53% |
$17.6K - $18.2K
|
14.3K
$299K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
765+ 1.25% |
$15.4K - $15.9K
|
61.9K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
628+ 9.45% |
$12.6K - $13.1K
|
7.27K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.04K - $8.32K
|
400
$8.37K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
338+ 0.92% |
$6.79K - $7.03K
|
36.9K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
326+ 1.11% |
$6.55K - $6.78K
|
29.8K
$624K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
272New |
$5.47K - $5.66K
|
272
$5.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
210+ 0.66% |
$4.22K - $4.37K
|
32K
$671K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
179+ 2.87% |
$3.6K - $3.72K
|
6.41K
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
84+ 0.82% |
$1.69K - $1.75K
|
10.3K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74+ 0.18% |
$1.49K - $1.54K
|
40.7K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 0.75% |
$884 - $915
|
5.88K
$123K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11+ 0.03% |
$221 - $229
|
37.5K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-107- 2.41% |
$2.15K - $2.23K
|
4.33K
$90.5K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-460- 36.86% |
$9.25K - $9.57K
|
788
$16.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-715- 0.63% |
$14.4K - $14.9K
|
112K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 6.72% |
$36.8K - $38.1K
|
25.4K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.89K- 0.41% |
$58.1K - $60.2K
|
700K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-3.32K- 13.36% |
$66.6K - $69K
|
21.5K
$450K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.04K- 1.22% |
$121K - $126K
|
491K
$10.3M
|