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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.83K+ 29.15% |
$100K - $103K
|
21.4K
$451K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
865New |
$18K - $18.4K
|
865
$18.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.87K+ 63.21% |
$143K - $146K
|
17.7K
$374K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15.5KNew |
$322K - $330K
|
15.5K
$327K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
71K+ 4.38% |
$1.47M - $1.51M
|
1.69M
$35.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
12.9K+ 4.25% |
$268K - $275K
|
316K
$6.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.3K+ 8.09% |
$650K - $667K
|
418K
$8.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
565+ 22.6% |
$11.7K - $12K
|
3.07K
$64.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
108K+ 8.27% |
$2.25M - $2.31M
|
1.42M
$29.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
73.8K+ 30.04% |
$1.53M - $1.57M
|
319K
$6.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.31K+ 13.44% |
$152K - $156K
|
61.7K
$1.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.6KNew |
$448K - $460K
|
21.6K
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.26KNew |
$26.1K - $26.8K
|
1.26K
$26.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.81K+ 4.51% |
$204K - $209K
|
227K
$4.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
29.3K+ 1.36% |
$609K - $625K
|
2.18M
$46M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
26.4KNew |
$548K - $562K
|
26.4K
$556K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.8K+ 3.26% |
$225K - $231K
|
343K
$7.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.71K+ 48.34% |
$119K - $122K
|
17.5K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 15.13% |
$2.18M - $2.24M
|
800K
$16.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.28K+ 4.91% |
$68.1K - $69.9K
|
70K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.17K+ 7.12% |
$24.3K - $24.9K
|
17.6K
$371K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.05K+ 12.42% |
$126K - $129K
|
54.8K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-17.5K- 2.53% |
$364K - $373K
|
676K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 25.72% |
$283K - $291K
|
66.7K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.54K+ 1.86% |
$157K - $161K
|
413K
$8.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
912KNew |
$19M - $19.5M
|
912K
$19.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.77K+ 4.34% |
$78.3K - $80.4K
|
90.6K
$1.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.45K+ 13.84% |
$71.6K - $73.5K
|
28.4K
$598K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.88K- 1.46% |
$80.5K - $82.6K
|
261K
$5.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27.3KNew |
$566K - $581K
|
27.3K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
12.3KNew |
$256K - $263K
|
12.3K
$260K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.32K+ 13.32% |
$48.3K - $49.5K
|
19.8K
$417K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
5K+ 9.52% |
$104K - $106K
|
57.5K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.07K- 7.33% |
$22.2K - $22.8K
|
13.5K
$285K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.45K+ 7.78% |
$155K - $159K
|
103K
$2.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 7.83% |
$210K - $216K
|
139K
$2.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
9.22KNew |
$192K - $197K
|
9.22K
$194K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 11.24% |
$115K - $118K
|
54.7K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 312.7% |
$263K - $270K
|
16.7K
$353K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13.2K+ 47.57% |
$274K - $282K
|
41K
$864K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
70+ 0.67% |
$1.45K - $1.49K
|
10.6K
$223K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
15.6K+ 32.61% |
$324K - $333K
|
63.5K
$1.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
61+ 0.07% |
$1.27K - $1.3K
|
81.8K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
80.5K+ 3.38% |
$1.67M - $1.72M
|
2.47M
$52M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
5.15K+ 11.08% |
$107K - $110K
|
51.6K
$1.09M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-13.2K- 35.98% |
$266K - $277K
|
23.4K
$494K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 10.01% |
$2.14M - $2.23M
|
1.16M
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
109K+ 13.82% |
$2.21M - $2.3M
|
901K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
688KNew |
$13.9M - $14.5M
|
688K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-3.03K- 16.83% |
$61.2K - $63.6K
|
15K
$315K
|
|