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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$24.3 - $25.3
|
1
$25.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
274New |
$6.66K - $6.93K
|
274
$6.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.06K+ 40.92% |
$172K - $179K
|
24.3K
$619K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.6KNew |
$185K - $192K
|
7.6K
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.08KNew |
$26.3K - $27.4K
|
1.08K
$27.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.96% |
$312K - $325K
|
447K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
200K+ 23.39% |
$4.85M - $5.05M
|
1.05M
$26.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.22K+ 7.07% |
$29.6K - $30.8K
|
18.4K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.12K- 0.63% |
$124K - $129K
|
812K
$20.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
7.01K+ 72.49% |
$170K - $177K
|
16.7K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
496New |
$12.1K - $12.5K
|
496
$12.6K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
770+ 96.25% |
$18.7K - $19.5K
|
1.57K
$40K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
26.6KNew |
$646K - $672K
|
26.6K
$676K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.98KNew |
$194K - $202K
|
7.98K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 13.14% |
$33.2K - $34.5K
|
11.7K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 16.1% |
$248K - $258K
|
73.7K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
400+ 3.45% |
$9.72K - $10.1K
|
12K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-25.5K- 30.99% |
$620K - $645K
|
56.8K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
43.5KNew |
$1.06M - $1.1M
|
43.5K
$1.11M
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-236K- 94.85% |
$5.72M - $5.93M
|
12.8K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.99K- 14.6% |
$72.4K - $75.1K
|
17.5K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.02K- 2.68% |
$24.6K - $25.5K
|
36.9K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
13.4K+ 6.6% |
$325K - $336K
|
216K
$5.51M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
195+ 8.14% |
$4.72K - $4.89K
|
2.59K
$65.9K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
727+ 5.55% |
$17.6K - $18.2K
|
13.8K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
226New |
$5.47K - $5.67K
|
226
$5.75K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 2.91% |
$3.63K - $3.76K
|
5.3K
$135K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 1072.25% |
$344K - $357K
|
15.5K
$396K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
223New |
$5.4K - $5.6K
|
223
$5.68K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.18KNew |
$28.5K - $29.5K
|
1.18K
$30K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
20K+ 11.36% |
$484K - $502K
|
196K
$4.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
842New |
$20.4K - $21.1K
|
842
$21.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
689New |
$16.9K - $17.7K
|
689
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.8K+ 39.55% |
$975K - $1.02M
|
140K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.82KNew |
$44.5K - $46.8K
|
1.82K
$46.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16KNew |
$392K - $412K
|
16K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 81.9% |
$42K - $44.1K
|
379
$9.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.63KNew |
$39.8K - $41.8K
|
1.63K
$41.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
661New |
$16.2K - $17K
|
661
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
14.1KNew |
$345K - $362K
|
14.1K
$358K
|
|
|
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
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.83K- 1.24% |
$44.7K - $46.9K
|
145K
$3.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.9KNew |
$46.6K - $49K
|
1.9K
$48.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.93K- 15.24% |
$145K - $153K
|
33K
$840K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
44.9K+ 3.48% |
$1.09M - $1.16M
|
1.33M
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
178KNew |
$4.33M - $4.6M
|
178K
$4.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
878New |
$21.4K - $22.7K
|
878
$22.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
206New |
$5.01K - $5.32K
|
206
$5.24K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.4K+ 35.58% |
$619K - $657K
|
96.9K
$2.47M
|
|