Latest Institutional Transactions on Ishares Tr Ibonds Dec 2032 Ter (IBDX)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2032 Ter (IBDX) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.4K+ 27.36% |
$671K - $704K
|
127K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
180K+ 7.68% |
$4.41M - $4.63M
|
2.52M
$61.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.92K+ 2.22% |
$145K - $152K
|
273K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
64.2K+ 63.12% |
$1.57M - $1.65M
|
166K
$4.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
147K+ 23.64% |
$3.61M - $3.79M
|
771K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
117K+ 686.11% |
$2.86M - $3M
|
134K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.43K+ 40.49% |
$133K - $140K
|
18.8K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.75K+ 5.05% |
$239K - $251K
|
203K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-84.6K- 28.82% |
$2.07M - $2.18M
|
209K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12.3KNew |
$300K - $315K
|
12.3K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-189K- 18.85% |
$4.63M - $4.86M
|
814K
$19.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.5K+ 13.75% |
$601K - $631K
|
203K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.28K+ 15.61% |
$203K - $213K
|
61.3K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.1K+ 29.24% |
$198K - $208K
|
35.8K
$876K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$44.5K - $46.8K
|
1.82K
$44.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
55.4K+ 60.74% |
$1.36M - $1.42M
|
147K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
34.7K+ 20.14% |
$850K - $893K
|
207K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
10.1KNew |
$248K - $260K
|
10.1K
$248K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16KNew |
$392K - $412K
|
16K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.16K+ 39.46% |
$102K - $107K
|
14.7K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.3K+ 6.2% |
$56.4K - $59.2K
|
39.4K
$965K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
299KNew |
$7.33M - $7.69M
|
299K
$7.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-34.8K- 41.4% |
$851K - $894K
|
49.2K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.88K+ 1.25% |
$119K - $125K
|
394K
$9.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.71K+ 2.31% |
$66.3K - $69.6K
|
120K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
756KNew |
$18.5M - $19.5M
|
756K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 81.9% |
$42K - $44.1K
|
379
$9.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
4K+ 9.76% |
$98K - $103K
|
45K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-12.9K- 2.22% |
$317K - $333K
|
569K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.98K+ 47.16% |
$122K - $128K
|
15.5K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
57.5K+ 48.54% |
$1.41M - $1.48M
|
176K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-415- 4.73% |
$10.2K - $10.7K
|
8.35K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
28.5K+ 1.31% |
$697K - $732K
|
2.2M
$53.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.43K+ 4.79% |
$108K - $114K
|
97K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.76K+ 67.61% |
$215K - $225K
|
21.7K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
395+ 6.56% |
$9.68K - $10.2K
|
6.41K
$157K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.63KNew |
$39.8K - $41.8K
|
1.63K
$39.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
110K+ 10.19% |
$2.69M - $2.82M
|
1.19M
$29M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.5K+ 8.36% |
$404K - $424K
|
214K
$5.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.2K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.44K- 9.55% |
$109K - $114K
|
42.1K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
727+ 0.44% |
$17.8K - $18.7K
|
166K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
14.1KNew |
$345K - $362K
|
14.1K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-69- 0.14% |
$1.69K - $1.77K
|
48.7K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 7.9% |
$58.4K - $61.3K
|
32.5K
$796K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.47K+ 58.61% |
$208K - $218K
|
22.9K
$561K
|
|
|
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
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
720+ 42.99% |
$17.6K - $18.5K
|
2.4K
$58.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
1.97K+ 5.24% |
$48.3K - $50.7K
|
39.6K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.83K- 1.24% |
$44.7K - $46.9K
|
145K
$3.56M
|