Latest Institutional Transactions on Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2032 Ter (IBDX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.5K+ 8.36% |
$404K - $424K
|
214K
$5.28M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
727+ 0.44% |
$17.8K - $18.7K
|
166K
$4.1M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
14.1KNew |
$345K - $362K
|
14.1K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-69- 0.14% |
$1.69K - $1.77K
|
48.7K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 9.55% |
$109K - $114K
|
42.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.6KNew |
$260K - $273K
|
10.6K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.47K+ 58.61% |
$208K - $218K
|
22.9K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 7.9% |
$58.4K - $61.3K
|
32.5K
$803K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
720+ 42.99% |
$17.6K - $18.5K
|
2.4K
$59.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.83K- 1.24% |
$44.7K - $46.9K
|
145K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 5.24% |
$48.3K - $50.7K
|
39.6K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11.5K+ 75.72% |
$282K - $296K
|
26.7K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.2K+ 223.02% |
$53.9K - $56.6K
|
3.19K
$78.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.62KNew |
$236K - $247K
|
9.62K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-967- 1.14% |
$23.7K - $24.9K
|
83.7K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.2K- 2.44% |
$78.5K - $82.4K
|
128K
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.46K+ 1.54% |
$35.7K - $37.5K
|
96K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 5.53% |
$369K - $387K
|
288K
$7.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
20.4K+ 190.43% |
$499K - $524K
|
31.1K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
190+ 1.09% |
$4.66K - $4.89K
|
17.6K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
54.4K+ 15.18% |
$1.33M - $1.4M
|
412K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.88K+ 4.44% |
$46K - $48.3K
|
44.1K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
22K+ 81.53% |
$539K - $565K
|
48.9K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$46.6K - $49K
|
1.9K
$47K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.07K+ 4.04% |
$173K - $182K
|
182K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.93K+ 10.14% |
$243K - $255K
|
108K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 17.3% |
$142K - $149K
|
39.2K
$968K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.05K- 2.64% |
$99.2K - $104K
|
149K
$3.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.93K- 15.24% |
$145K - $153K
|
33K
$815K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.12K+ 1.81% |
$27.5K - $28.9K
|
63K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
331K+ 17.0% |
$8.12M - $8.52M
|
2.28M
$56.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
17K+ 9.87% |
$417K - $438K
|
190K
$4.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.81K+ 0.44% |
$44.3K - $46.5K
|
411K
$10.2M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 15.83% |
$101K - $107K
|
30.4K
$751K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
3K+ 7.89% |
$73K - $77.5K
|
41K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
200+ 0.53% |
$4.87K - $5.17K
|
37.9K
$936K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
49.1KNew |
$1.19M - $1.27M
|
49.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.36K+ 3.58% |
$106K - $113K
|
126K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 42.57% |
$305K - $323K
|
41.9K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.36K- 6.43% |
$57.3K - $60.9K
|
34.3K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-457K- 85.35% |
$11.1M - $11.8M
|
78.4K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
222K+ 132.57% |
$5.39M - $5.72M
|
389K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
932+ 6.39% |
$22.7K - $24.1K
|
15.5K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.6KNew |
$257K - $273K
|
10.6K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.8K+ 6.73% |
$774K - $822K
|
505K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
72.5K+ 12.17% |
$1.77M - $1.87M
|
669K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
178KNew |
$4.33M - $4.6M
|
178K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.4K+ 16.07% |
$667K - $708K
|
198K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 6.79% |
$2.8M - $2.97M
|
1.81M
$44.7M
|
|