Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) 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 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
29.2KNew |
$615K - $623K
|
29.2K
$615K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.13K- 0.53% |
$23.8K - $24.1K
|
211K
$4.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
790+ 4.59% |
$16.7K - $16.9K
|
18K
$379K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.42K+ 8.51% |
$114K - $116K
|
69K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.42K+ 21.06% |
$30K - $30.4K
|
8.18K
$173K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
12.7K+ 132.85% |
$268K - $271K
|
22.3K
$469K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
35+ 0.03% |
$738 - $747
|
111K
$2.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
600KNew |
$12.6M - $12.8M
|
600K
$12.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
97.9K+ 3.27% |
$2.06M - $2.09M
|
3.09M
$65.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
51.8K+ 10.5% |
$1.09M - $1.11M
|
545K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
41.7K+ 18.34% |
$879K - $890K
|
269K
$5.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.18K+ 11.16% |
$24.8K - $25.1K
|
11.7K
$247K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4K+ 5.28% |
$84.4K - $85.4K
|
79.7K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.69K+ 40.7% |
$183K - $186K
|
30K
$633K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
243K+ 7.12% |
$5.11M - $5.18M
|
3.65M
$76.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
29.8K+ 189.8% |
$629K - $637K
|
45.5K
$960K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10.1K+ 1.57% |
$213K - $215K
|
650K
$13.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.87K+ 14.03% |
$60.6K - $61.3K
|
23.4K
$493K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.91K+ 5.39% |
$125K - $126K
|
116K
$2.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
9.46K+ 66.55% |
$200K - $202K
|
23.7K
$499K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.39K+ 11.47% |
$156K - $158K
|
71.8K
$1.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-65- 0.29% |
$1.37K - $1.39K
|
22.7K
$478K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
165K+ 17.31% |
$3.48M - $3.53M
|
1.12M
$23.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
20.7K+ 15.39% |
$437K - $442K
|
155K
$3.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
14.3K+ 43.6% |
$302K - $305K
|
47.1K
$993K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.77K+ 6.35% |
$206K - $209K
|
164K
$3.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
46.7KNew |
$986K - $998K
|
46.7K
$986K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.46K+ 17.22% |
$94.1K - $95.3K
|
30.4K
$641K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.43K- 7.41% |
$51.3K - $51.9K
|
30.4K
$641K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-684- 0.53% |
$14.4K - $14.6K
|
128K
$2.69M
|
|
| Q3 2025 | |||||||
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.96K+ 7.34% |
$61.5K - $63.2K
|
43.3K
$914K
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
11.7KNew |
$243K - $250K
|
11.7K
$247K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.76K- 11.83% |
$120K - $123K
|
42.9K
$905K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.93K+ 93.87% |
$40K - $41.1K
|
3.98K
$84K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
556+ 1.12% |
$11.5K - $11.9K
|
50.3K
$1.06M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.82K- 3.68% |
$58.6K - $60.1K
|
73.8K
$1.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.28K+ 15.77% |
$110K - $113K
|
38.8K
$818K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
565+ 3.76% |
$11.7K - $12K
|
15.6K
$328K
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2K+ 1.0% |
$41.5K - $42.6K
|
201K
$4.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
18.4K+ 7.22% |
$383K - $393K
|
274K
$5.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.42K- 6.04% |
$91.7K - $94.2K
|
68.8K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09M+ 36.82% |
$22.5M - $23.1M
|
4.03M
$85M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
834K+ 29.73% |
$17.3M - $17.8M
|
3.64M
$76.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12K+ 36.79% |
$249K - $256K
|
44.7K
$942K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
512K+ 32.68% |
$10.6M - $10.9M
|
2.08M
$43.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 0.15% |
$21.9K - $22.4K
|
700K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.74MNew |
$36.1M - $37.1M
|
1.74M
$36.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 0.45% |
$57.6K - $59.1K
|
620K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 48.57% |
$211K - $217K
|
10.8K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 470.61% |
$2.25M - $2.31M
|
131K
$2.77M
|
|