Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.99MNew |
$62.1M - $63.8M
|
2.99M
$63.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
912KNew |
$19M - $19.5M
|
912K
$19.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
329K+ 199.58% |
$6.83M - $7.01M
|
494K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
273K+ 8.7% |
$5.66M - $5.81M
|
3.41M
$72.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
108K+ 8.27% |
$2.25M - $2.31M
|
1.42M
$30.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 15.13% |
$2.18M - $2.24M
|
800K
$17.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
80.5K+ 3.38% |
$1.67M - $1.72M
|
2.47M
$52.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
73.8K+ 30.04% |
$1.53M - $1.57M
|
319K
$6.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
71K+ 4.38% |
$1.47M - $1.51M
|
1.69M
$36.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
55.8K+ 15.09% |
$1.16M - $1.19M
|
426K
$9.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.7KNew |
$679K - $697K
|
32.7K
$698K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 8.09% |
$650K - $667K
|
418K
$8.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
29.3K+ 1.36% |
$609K - $625K
|
2.18M
$46.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.3KNew |
$566K - $581K
|
27.3K
$582K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
26.4KNew |
$548K - $562K
|
26.4K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6KNew |
$448K - $460K
|
21.6K
$461K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
21.3KNew |
$443K - $455K
|
21.3K
$456K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
19.8K+ 8.12% |
$410K - $421K
|
263K
$5.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 36.23% |
$356K - $365K
|
64.4K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
15.8K+ 7.46% |
$328K - $336K
|
227K
$4.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
15.7KNew |
$326K - $335K
|
15.7K
$335K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
15.6K+ 32.61% |
$324K - $333K
|
63.5K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15.5KNew |
$322K - $330K
|
15.5K
$330K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 25.72% |
$283K - $291K
|
66.7K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
13.6K+ 11.23% |
$282K - $290K
|
135K
$2.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.2K+ 47.57% |
$274K - $282K
|
41K
$874K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
12.9K+ 4.25% |
$268K - $275K
|
316K
$6.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.9K+ 13.29% |
$267K - $274K
|
110K
$2.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.8K+ 40.33% |
$265K - $272K
|
44.5K
$949K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 312.7% |
$263K - $270K
|
16.7K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
12.3KNew |
$256K - $263K
|
12.3K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
12.1K+ 14.44% |
$252K - $259K
|
96.2K
$2.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8KNew |
$245K - $251K
|
11.8K
$252K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.8K+ 3.26% |
$225K - $231K
|
343K
$7.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.7K+ 16.46% |
$222K - $228K
|
75.7K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 7.83% |
$210K - $216K
|
139K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81K+ 4.51% |
$204K - $209K
|
227K
$4.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
9.32K+ 15.36% |
$193K - $199K
|
69.9K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.22KNew |
$192K - $197K
|
9.22K
$197K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.54K+ 1.86% |
$157K - $161K
|
413K
$8.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.45K+ 7.78% |
$155K - $159K
|
103K
$2.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.31K+ 13.44% |
$152K - $156K
|
61.7K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.87K+ 63.21% |
$143K - $146K
|
17.7K
$378K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.74KNew |
$140K - $144K
|
6.74K
$144K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.1KNew |
$127K - $130K
|
6.1K
$130K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.05K+ 12.42% |
$126K - $129K
|
54.8K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.82K+ 3.93% |
$121K - $124K
|
154K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.71K+ 48.34% |
$119K - $122K
|
17.5K
$374K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 11.24% |
$115K - $118K
|
54.7K
$1.17M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
5.15K+ 11.08% |
$107K - $110K
|
51.6K
$1.1M
|