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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
47.4K+ 40.0% |
$961K - $1M
|
166K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.23K+ 4.57% |
$45.2K - $47.3K
|
51K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 1.46% |
$33.4K - $34.9K
|
114K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
80+ 1.22% |
$1.62K - $1.7K
|
6.64K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.35K+ 193.52% |
$108K - $113K
|
8.11K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1K+ 74.81% |
$205K - $214K
|
23.6K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.5KNew |
$91.3K - $95.4K
|
4.5K
$92.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 47.06% |
$213K - $222K
|
32.8K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.7KNew |
$277K - $290K
|
13.7K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.72K+ 79.63% |
$177K - $185K
|
19.7K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
19.2K+ 3.0% |
$390K - $408K
|
662K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.1K- 6.4% |
$204K - $213K
|
147K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.36K- 1.19% |
$27.6K - $28.8K
|
113K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.12K+ 1.55% |
$42.9K - $44.9K
|
139K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 5.17% |
$354K - $370K
|
355K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
45K+ 80.39% |
$912K - $953K
|
101K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 2.86% |
$20.3K - $21.2K
|
34K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
166+ 1.65% |
$3.37K - $3.52K
|
10.2K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
12.8KNew |
$259K - $270K
|
12.8K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.08K+ 5.3% |
$62.4K - $65.3K
|
61.1K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-3.94K- 13.7% |
$79.9K - $83.5K
|
24.8K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
36.6K+ 99.89% |
$743K - $777K
|
73.3K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2K+ 60.0% |
$268K - $280K
|
35.2K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.31KNew |
$46.8K - $48.9K
|
2.31K
$47.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
20.1K+ 17.88% |
$408K - $427K
|
133K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.5K+ 12.67% |
$355K - $371K
|
156K
$3.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 3.96% |
$169K - $177K
|
219K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.4K- 15.0% |
$231K - $242K
|
64.6K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.87K+ 32.48% |
$98.8K - $103K
|
19.9K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 21.96% |
$177K - $185K
|
48.5K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.9KNew |
$79.1K - $82.7K
|
3.9K
$80K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
11.2K+ 6.8% |
$226K - $237K
|
175K
$3.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
359+ 1.58% |
$7.28K - $7.61K
|
23.1K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
439+ 1.65% |
$8.9K - $9.31K
|
27K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
354K+ 16.06% |
$7.17M - $7.5M
|
2.55M
$52.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.61K+ 1.9% |
$32.7K - $34.1K
|
86.3K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.65K- 18.31% |
$176K - $183K
|
38.6K
$793K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
37.5KNew |
$760K - $794K
|
37.5K
$769K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12K+ 10.93% |
$243K - $254K
|
122K
$2.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.84K+ 22.67% |
$139K - $145K
|
37K
$760K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.96K+ 0.6% |
$60K - $62.7K
|
497K
$10.2M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 7.31% |
$58.8K - $62.2K
|
37K
$760K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
27.7K+ 23.08% |
$557K - $589K
|
148K
$3.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
73.1KNew |
$1.47M - $1.56M
|
73.1K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.5K+ 116.26% |
$453K - $479K
|
41.9K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.29K+ 3.88% |
$106K - $112K
|
141K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.2K+ 9.56% |
$587K - $620K
|
334K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-101K- 12.3% |
$2.03M - $2.15M
|
720K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-189K- 17.0% |
$3.8M - $4.02M
|
922K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
270K+ 111.15% |
$5.44M - $5.76M
|
514K
$10.5M
|
|