Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.13MNew |
$63.4M - $65.9M
|
3.13M
$65.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
147K+ 6.56% |
$2.97M - $3.09M
|
2.39M
$49.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
81.7KNew |
$1.65M - $1.72M
|
81.7K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
62.9K+ 42.28% |
$1.27M - $1.32M
|
212K
$4.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
33.2KNew |
$671K - $698K
|
33.2K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
25.2K+ 10.53% |
$510K - $530K
|
265K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
21.7K+ 1.02% |
$439K - $457K
|
2.15M
$45M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 5.41% |
$401K - $417K
|
386K
$8.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
18.3K+ 7.73% |
$370K - $385K
|
255K
$5.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.5KNew |
$353K - $367K
|
17.5K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.7K+ 21.95% |
$237K - $246K
|
65K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5KNew |
$213K - $221K
|
10.5K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.79K+ 54.46% |
$198K - $206K
|
27.8K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
9.58K+ 8.6% |
$194K - $202K
|
121K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.75K+ 16.99% |
$137K - $142K
|
46.5K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
6.28K+ 15.09% |
$127K - $132K
|
47.9K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.39K+ 1.95% |
$88.9K - $92.4K
|
230K
$4.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.05K+ 2.8% |
$81.9K - $85.2K
|
149K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4K+ 4.31% |
$80.9K - $84.1K
|
96.8K
$2.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.19K+ 1.74% |
$44.3K - $46.1K
|
128K
$2.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.93K+ 39.95% |
$39K - $40.6K
|
6.76K
$141K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.7K+ 3.73% |
$34.4K - $35.7K
|
47.3K
$990K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.3K+ 2.1% |
$26.3K - $27.4K
|
63.2K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
989New |
$20K - $20.8K
|
989
$20.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
970+ 3.69% |
$19.6K - $20.4K
|
27.3K
$571K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
532+ 1.02% |
$10.8K - $11.2K
|
52.5K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
152+ 0.28% |
$3.07K - $3.2K
|
54.7K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
128+ 1.24% |
$2.59K - $2.69K
|
10.4K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-270- 1.82% |
$5.46K - $5.68K
|
14.6K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-270- 6.24% |
$5.46K - $5.68K
|
4.06K
$84.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.08K- 0.63% |
$62.2K - $64.7K
|
488K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.77K- 6.11% |
$96.4K - $100K
|
73.2K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.09K- 4.54% |
$103K - $107K
|
107K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-105K- 64.83% |
$2.12M - $2.2M
|
56.8K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.83MClosed |
$57.2M - $59.5M
|
0
$0
|