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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.39K+ 3.5% |
$82K - $85K
|
100K
$2.52M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.22K+ 1.85% |
$53.6K - $55.6K
|
122K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.59K+ 6.98% |
$135K - $140K
|
85.6K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-165K- 7.53% |
$4M - $4.15M
|
2.03M
$51.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
88.9K+ 7.5% |
$2.15M - $2.23M
|
1.27M
$32.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 51.52% |
$1.59M - $1.65M
|
193K
$4.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-8.16K- 16.59% |
$198K - $205K
|
41K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18KNew |
$28.5K - $29.5K
|
1.18K
$29.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.87K+ 4.71% |
$45.2K - $46.8K
|
41.5K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 10.33% |
$44.1K - $45.7K
|
19.5K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.4K+ 2.05% |
$82.3K - $85.3K
|
169K
$4.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
20K+ 11.36% |
$484K - $502K
|
196K
$4.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
940+ 16.21% |
$22.8K - $23.6K
|
6.74K
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-650- 5.31% |
$15.7K - $16.3K
|
11.6K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
207+ 0.25% |
$5.01K - $5.19K
|
83.9K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.78KNew |
$212K - $220K
|
8.78K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.02K+ 12.3% |
$146K - $151K
|
55K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.32K+ 36.18% |
$56.2K - $58.2K
|
8.73K
$220K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 0.19% |
$145 - $151
|
3.19K
$80.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.15K+ 3.51% |
$125K - $129K
|
152K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
280+ 1.0% |
$6.78K - $7.03K
|
28.3K
$711K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14K- 10.94% |
$339K - $351K
|
114K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 3.94% |
$274K - $284K
|
299K
$7.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 3.08% |
$29.2K - $30.3K
|
38K
$956K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
842New |
$20.4K - $21.1K
|
842
$21.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
24.4KNew |
$591K - $612K
|
24.4K
$614K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
46.5K+ 6.03% |
$1.13M - $1.17M
|
818K
$20.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.54K+ 5.78% |
$37.4K - $38.7K
|
28.3K
$710K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
639+ 0.78% |
$15.7K - $16.4K
|
83K
$2.09M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 127.75% |
$555K - $583K
|
40.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.93K+ 18.19% |
$219K - $230K
|
58K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$16.9K - $17.7K
|
689
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$357K - $375K
|
14.6K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.8K+ 39.55% |
$975K - $1.02M
|
140K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$44.5K - $46.8K
|
1.82K
$45.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16KNew |
$392K - $412K
|
16K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 81.9% |
$42K - $44.1K
|
379
$9.53K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.63KNew |
$39.8K - $41.8K
|
1.63K
$40.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 9.55% |
$109K - $114K
|
42.1K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
14.1KNew |
$345K - $362K
|
14.1K
$354K
|
|
|
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
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.83K- 1.24% |
$44.7K - $46.9K
|
145K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$46.6K - $49K
|
1.9K
$47.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.93K- 15.24% |
$145K - $153K
|
33K
$830K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
44.9K+ 3.48% |
$1.09M - $1.16M
|
1.33M
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
178KNew |
$4.33M - $4.6M
|
178K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.36K+ 3.58% |
$106K - $113K
|
126K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
878New |
$21.4K - $22.7K
|
878
$22.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
206New |
$5.01K - $5.32K
|
206
$5.18K
|
|