Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
600KNew |
$12.6M - $12.8M
|
600K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
243K+ 7.12% |
$5.11M - $5.18M
|
3.65M
$76.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
209K+ 34.5% |
$4.4M - $4.46M
|
814K
$17.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
165K+ 17.31% |
$3.48M - $3.53M
|
1.12M
$23.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
161KNew |
$3.41M - $3.45M
|
161K
$3.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
132K+ 188.99% |
$2.79M - $2.82M
|
202K
$4.26M
|
|
|
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 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
46.7KNew |
$986K - $998K
|
46.7K
$986K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
41.7K+ 18.34% |
$879K - $890K
|
269K
$5.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
34.8KNew |
$734K - $743K
|
34.8K
$734K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
29.8K+ 189.8% |
$629K - $637K
|
45.5K
$960K
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
29.7KNew |
$627K - $635K
|
29.7K
$627K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
29.2KNew |
$615K - $623K
|
29.2K
$615K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
20.7K+ 15.39% |
$437K - $442K
|
155K
$3.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.9K+ 95.32% |
$398K - $402K
|
38.6K
$815K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
14.3K+ 43.6% |
$302K - $305K
|
47.1K
$993K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
12.7K+ 132.85% |
$268K - $271K
|
22.3K
$469K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6K+ 10.91% |
$266K - $270K
|
128K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
12.2K+ 3.81% |
$256K - $260K
|
332K
$6.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.1K+ 19.11% |
$214K - $216K
|
63.2K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
10.1K+ 1.57% |
$213K - $215K
|
650K
$13.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.77K+ 6.35% |
$206K - $209K
|
164K
$3.45M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
9.46K+ 66.55% |
$200K - $202K
|
23.7K
$499K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.69K+ 40.7% |
$183K - $186K
|
30K
$633K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.39K+ 47.67% |
$177K - $179K
|
26K
$548K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.39K+ 11.47% |
$156K - $158K
|
71.8K
$1.51M
|
|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
6.84K+ 11.9% |
$144K - $146K
|
64.3K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.91K+ 5.39% |
$125K - $126K
|
116K
$2.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.42K+ 8.51% |
$114K - $116K
|
69K
$1.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.36K+ 5.19% |
$113K - $114K
|
109K
$2.29M
|
|
|
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 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4K+ 5.28% |
$84.4K - $85.4K
|
79.7K
$1.68M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.87K+ 14.03% |
$60.6K - $61.3K
|
23.4K
$493K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.42K+ 21.06% |
$30K - $30.4K
|
8.18K
$173K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 7.1% |
$25.1K - $25.4K
|
17.9K
$378K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.18K+ 11.16% |
$24.8K - $25.1K
|
11.7K
$247K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
1.11K+ 9.47% |
$23.4K - $23.7K
|
12.8K
$271K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
790+ 4.59% |
$16.7K - $16.9K
|
18K
$379K
|
|
|
Jan 21, 2026
Q4 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
397+ 1.5% |
$8.37K - $8.48K
|
26.8K
$565K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
74+ 0.17% |
$1.56K - $1.58K
|
44.7K
$943K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
35+ 0.03% |
$738 - $747
|
111K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-65- 0.29% |
$1.37K - $1.39K
|
22.7K
$478K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-684- 0.53% |
$14.4K - $14.6K
|
128K
$2.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.13K- 0.53% |
$23.8K - $24.1K
|
211K
$4.45M
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.67K- 12.35% |
$35.2K - $35.7K
|
11.9K
$250K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.69K- 0.77% |
$35.6K - $36.1K
|
216K
$4.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.3K- 21.82% |
$48.6K - $49.2K
|
8.26K
$174K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.43K- 7.41% |
$51.3K - $51.9K
|
30.4K
$641K
|
|