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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.19K- 24.94% |
$66.3K - $68.1K
|
9.61K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.08K- 1.0% |
$168K - $172K
|
801K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
222K+ 228.25% |
$4.61M - $4.73M
|
319K
$6.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
44.1K+ 22.17% |
$917K - $941K
|
243K
$5.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.63K+ 27.32% |
$54.7K - $56.1K
|
12.3K
$259K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
18K+ 1.2% |
$374K - $383K
|
1.51M
$31.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.74K+ 18.64% |
$98.5K - $101K
|
30.2K
$637K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
119K+ 8.16% |
$2.47M - $2.53M
|
1.57M
$33.2M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
36.2K+ 17.58% |
$753K - $773K
|
242K
$5.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.25K+ 5.7% |
$130K - $133K
|
116K
$2.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
33.1K+ 13.08% |
$687K - $706K
|
286K
$6.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
27.4K+ 11.91% |
$569K - $584K
|
257K
$5.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
375+ 3.78% |
$7.79K - $8K
|
10.3K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.08K+ 20.24% |
$84.7K - $86.9K
|
24.2K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29K+ 3.45% |
$602K - $618K
|
870K
$18.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
15.9KNew |
$331K - $340K
|
15.9K
$336K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
215+ 0.67% |
$4.47K - $4.58K
|
32.5K
$685K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-125- 0.63% |
$2.6K - $2.67K
|
19.8K
$419K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.59K+ 1.07% |
$33K - $33.9K
|
150K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
780New |
$16.2K - $16.6K
|
780
$16.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
87+ 0.2% |
$1.81K - $1.85K
|
44.5K
$938K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
185New |
$3.84K - $3.94K
|
185
$3.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-943- 4.52% |
$19.6K - $20.1K
|
19.9K
$420K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.6K+ 11.67% |
$33.3K - $34.1K
|
15.3K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.1K+ 71.84% |
$501K - $515K
|
57.7K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
605KNew |
$12.6M - $12.9M
|
605K
$12.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.29K+ 2.24% |
$131K - $134K
|
287K
$6.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.87K+ 1.29% |
$59.6K - $61.2K
|
225K
$4.74M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.3K+ 38.63% |
$401K - $412K
|
69.3K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-51.1K- 13.69% |
$1.06M - $1.09M
|
322K
$6.79M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
726+ 0.31% |
$15.1K - $15.5K
|
234K
$4.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.06K+ 1.94% |
$22K - $22.6K
|
55.7K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
261+ 2.48% |
$5.42K - $5.56K
|
10.8K
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
188+ 1.94% |
$3.9K - $4.01K
|
9.86K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
643New |
$13.4K - $13.7K
|
643
$13.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
53New |
$1.1K - $1.13K
|
53
$1.12K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
19.8K+ 8.12% |
$410K - $421K
|
263K
$5.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.74KNew |
$140K - $144K
|
6.74K
$142K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-14- 0.02% |
$291 - $298
|
80.2K
$1.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.8K- 14.96% |
$141K - $145K
|
38.7K
$816K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-117- 0.14% |
$2.43K - $2.49K
|
81.7K
$1.72M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
12.1K+ 14.44% |
$252K - $259K
|
96.2K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
55.8K+ 15.09% |
$1.16M - $1.19M
|
426K
$8.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.8K+ 40.33% |
$265K - $272K
|
44.5K
$938K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.1KNew |
$127K - $130K
|
6.1K
$129K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.8KNew |
$245K - $251K
|
11.8K
$249K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
32.7KNew |
$679K - $697K
|
32.7K
$690K
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
9.32K+ 15.36% |
$193K - $199K
|
69.9K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.75KNew |
$77.9K - $80K
|
3.75K
$79.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
121+ 1.11% |
$2.51K - $2.58K
|
11K
$232K
|
|