Latest Institutional Purchases of Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2032 Ter (IBDX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
350New |
$8.47K - $8.78K
|
350
$8.8K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
280+ 1.0% |
$6.78K - $7.03K
|
28.3K
$711K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
226New |
$5.47K - $5.67K
|
226
$5.68K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
223New |
$5.4K - $5.6K
|
223
$5.61K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
195+ 8.14% |
$4.72K - $4.89K
|
2.59K
$65.1K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 2.91% |
$3.63K - $3.76K
|
5.3K
$133K
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
136+ 0.22% |
$3.29K - $3.41K
|
61.8K
$1.55M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 0.19% |
$145 - $151
|
3.19K
$80.2K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.8K+ 39.55% |
$975K - $1.02M
|
140K
$3.53M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 127.75% |
$555K - $583K
|
40.4K
$1.02M
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16KNew |
$392K - $412K
|
16K
$402K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$357K - $375K
|
14.6K
$366K
|
|
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
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.93K+ 18.19% |
$219K - $230K
|
58K
$1.46M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$46.6K - $49K
|
1.9K
$47.9K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$44.5K - $46.8K
|
1.82K
$45.7K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.63KNew |
$39.8K - $41.8K
|
1.63K
$40.9K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$16.9K - $17.7K
|
689
$17.3K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.6K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
178KNew |
$4.33M - $4.6M
|
178K
$4.48M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
44.9K+ 3.48% |
$1.09M - $1.16M
|
1.33M
$33.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.4K+ 35.58% |
$619K - $657K
|
96.9K
$2.44M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.7K+ 4.0% |
$552K - $586K
|
590K
$14.8M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.3KNew |
$420K - $446K
|
17.3K
$434K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.9KNew |
$265K - $281K
|
10.9K
$273K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.09KNew |
$197K - $209K
|
8.09K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.36K+ 3.58% |
$106K - $113K
|
126K
$3.17M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 1.47% |
$63.7K - $67.6K
|
181K
$4.54M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
1.98KNew |
$48.2K - $51.1K
|
1.98K
$49.8K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.78KNew |
$43.3K - $46K
|
1.78K
$44.8K
|
|
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
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
134KNew |
$3.22M - $3.32M
|
134K
$3.37M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.71K+ 6.46% |
$209K - $216K
|
144K
$3.61M
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
8.16KNew |
$196K - $202K
|
8.16K
$205K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2KNew |
$48K - $49.5K
|
2K
$50.3K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2K+ 7.9% |
$48K - $49.5K
|
27.3K
$687K
|
|
Q1 2024 | |||||||
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25.2KNew |
$618K - $636K
|
25.2K
$634K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.69KNew |
$213K - $219K
|
8.69K
$218K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
557+ 4.64% |
$13.6K - $14K
|
12.6K
$316K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25New |
$613 - $630
|
25
$629
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69.6KNew |
$1.58M - $1.76M
|
69.6K
$1.75M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
849New |
$19.3K - $21.5K
|
849
$21.3K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4+ 0.02% |
$90.9 - $101
|
17.7K
$445K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.4KNew |
$244K - $258K
|
10.4K
$262K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.63KNew |
$85.1K - $89.9K
|
3.63K
$91.3K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
623New |
$14.6K - $15.4K
|
623
$15.7K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.75K+ 37.77% |
$42.6K - $44.3K
|
6.38K
$160K
|