Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.3KNew |
$390K - $400K
|
19.3K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17KNew |
$344K - $353K
|
17K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$333K - $341K
|
16.4K
$337K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
15.8KNew |
$320K - $328K
|
15.8K
$324K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.3K+ 15.19% |
$309K - $317K
|
116K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.2K+ 30.6% |
$308K - $316K
|
65K
$1.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.9KNew |
$302K - $310K
|
14.9K
$307K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
14.9K+ 11.85% |
$301K - $309K
|
141K
$2.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.4K+ 51.62% |
$292K - $299K
|
42.3K
$870K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13.3K+ 3443.64% |
$268K - $275K
|
13.6K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.8K+ 10.9% |
$259K - $266K
|
130K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.4K+ 99.02% |
$251K - $257K
|
24.9K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 4.1% |
$232K - $237K
|
291K
$5.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
11.3K+ 61.92% |
$228K - $234K
|
29.5K
$605K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
11.1KNew |
$224K - $230K
|
11.1K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 29.2% |
$218K - $223K
|
47.7K
$979K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
10.4K+ 64.92% |
$211K - $216K
|
26.5K
$544K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.79KNew |
$198K - $203K
|
9.79K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.78KNew |
$198K - $203K
|
9.78K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.32K+ 6.88% |
$189K - $193K
|
145K
$2.97M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.34K+ 14.1% |
$148K - $152K
|
59.4K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.64K+ 25.35% |
$134K - $138K
|
32.8K
$674K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.55K+ 51.47% |
$133K - $136K
|
19.3K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
6K+ 5.85% |
$121K - $125K
|
109K
$2.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
5.88K+ 23.59% |
$119K - $122K
|
30.8K
$632K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.68K+ 5.39% |
$115K - $118K
|
111K
$2.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.58K+ 4.43% |
$113K - $116K
|
131K
$2.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
5.18K+ 8.28% |
$105K - $107K
|
67.7K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.67K+ 3.62% |
$94.4K - $96.8K
|
133K
$2.74M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.09K+ 40.98% |
$82.8K - $84.8K
|
14.1K
$289K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.51K+ 12.9% |
$71.1K - $72.9K
|
30.7K
$631K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.43K+ 5.42% |
$69.4K - $71.1K
|
66.7K
$1.37M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.27K+ 28.56% |
$66.2K - $67.8K
|
14.7K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.21K+ 82.71% |
$64.9K - $66.5K
|
7.08K
$145K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.82K+ 37.92% |
$57.1K - $58.5K
|
10.3K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2.43KNew |
$49.2K - $50.5K
|
2.43K
$50K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.14KNew |
$43.2K - $44.3K
|
2.14K
$43.9K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.1K+ 9.94% |
$42.5K - $43.6K
|
23.2K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.72K+ 1.36% |
$34.9K - $35.8K
|
128K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.61K+ 2.29% |
$32.6K - $33.4K
|
71.9K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 3.2% |
$28.3K - $29K
|
45K
$924K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.39K+ 2473.21% |
$28K - $28.7K
|
1.44K
$29.6K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 3.36% |
$25K - $25.6K
|
37.9K
$779K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 550.26% |
$21.7K - $22.3K
|
1.27K
$26K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
816+ 3.18% |
$16.5K - $16.9K
|
26.5K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116+ 0.17% |
$2.35K - $2.41K
|
70K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
79+ 0.81% |
$1.6K - $1.64K
|
9.8K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
73+ 0.34% |
$1.48K - $1.51K
|
21.8K
$447K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40+ 0.8% |
$810 - $830
|
5.02K
$103K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$607 - $623
|
30
$616
|