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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
5K+ 9.52% |
$104K - $106K
|
57.5K
$1.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.83K+ 29.15% |
$100K - $103K
|
21.4K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.38K+ 4.09% |
$90.9K - $93.3K
|
111K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.77K+ 4.34% |
$78.3K - $80.4K
|
90.6K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.75KNew |
$77.9K - $80K
|
3.75K
$80K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 13.84% |
$71.6K - $73.5K
|
28.4K
$605K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.28K+ 4.91% |
$68.1K - $69.9K
|
70K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.87K+ 1.29% |
$59.6K - $61.2K
|
225K
$4.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 13.28% |
$49.9K - $51.2K
|
20.5K
$437K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.32K+ 13.32% |
$48.3K - $49.5K
|
19.8K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.25K+ 1.07% |
$46.7K - $48K
|
212K
$4.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.14K+ 9.0% |
$44.4K - $45.6K
|
25.9K
$553K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1.68K+ 0.26% |
$34.9K - $35.8K
|
640K
$13.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.6K+ 11.67% |
$33.3K - $34.1K
|
15.3K
$327K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.26KNew |
$26.1K - $26.8K
|
1.26K
$26.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.17K+ 7.12% |
$24.3K - $24.9K
|
17.6K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.06K+ 1.94% |
$22K - $22.6K
|
55.7K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
865New |
$18K - $18.4K
|
865
$18.5K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
726+ 0.31% |
$15.1K - $15.5K
|
234K
$4.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
643New |
$13.4K - $13.7K
|
643
$13.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
565+ 22.6% |
$11.7K - $12K
|
3.07K
$65.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
539+ 3.94% |
$11.2K - $11.5K
|
14.2K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
422+ 0.67% |
$8.76K - $9K
|
63.6K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
261+ 2.48% |
$5.42K - $5.56K
|
10.8K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
188+ 1.94% |
$3.9K - $4.01K
|
9.86K
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
185New |
$3.84K - $3.94K
|
185
$3.95K
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
163+ 0.13% |
$3.39K - $3.48K
|
128K
$2.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
125+ 1.2% |
$2.6K - $2.67K
|
10.5K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
121+ 1.11% |
$2.51K - $2.58K
|
11K
$234K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
70+ 0.67% |
$1.45K - $1.49K
|
10.6K
$225K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
61+ 0.07% |
$1.27K - $1.3K
|
81.8K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
53New |
$1.1K - $1.13K
|
53
$1.13K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-14- 0.02% |
$291 - $298
|
80.2K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-117- 0.14% |
$2.43K - $2.49K
|
81.7K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-803- 4.46% |
$16.7K - $17.1K
|
17.2K
$367K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-943- 4.52% |
$19.6K - $20.1K
|
19.9K
$425K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.07K- 7.33% |
$22.2K - $22.8K
|
13.5K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.88K- 1.46% |
$80.5K - $82.6K
|
261K
$5.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-4.11K- 11.14% |
$85.4K - $87.7K
|
32.8K
$700K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.8K- 14.96% |
$141K - $145K
|
38.7K
$825K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-17.5K- 2.53% |
$364K - $373K
|
676K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24K- 42.26% |
$499K - $512K
|
32.8K
$700K
|