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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
115K+ 17.51% |
$2.32M - $2.45M
|
774K
$15.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-8.02K- 3.95% |
$161K - $171K
|
195K
$4M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
94.6K+ 301.12% |
$1.9M - $2.01M
|
126K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11.7K+ 47.06% |
$236K - $249K
|
36.6K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
494KNew |
$9.93M - $10.5M
|
494K
$10.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-18.1K- 5.37% |
$365K - $386K
|
319K
$6.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.69K+ 2.11% |
$74.2K - $78.5K
|
179K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 5.77% |
$370K - $392K
|
337K
$6.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.47K+ 112.43% |
$69.9K - $73.9K
|
6.56K
$135K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
249New |
$5.01K - $5.3K
|
249
$5.11K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.41K+ 42.58% |
$88.6K - $93.8K
|
14.8K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
293K+ 84.79% |
$5.9M - $6.24M
|
639K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$87.2K - $92.2K
|
4.33K
$88.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41- 0.12% |
$825 - $872
|
35K
$719K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.6K+ 13.27% |
$575K - $608K
|
244K
$5M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.8K+ 26.57% |
$96.6K - $102K
|
22.9K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.57K+ 1.16% |
$31.6K - $33.4K
|
137K
$2.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.7K+ 20.15% |
$256K - $271K
|
76K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.84K+ 1.32% |
$57.1K - $60.4K
|
217K
$4.45M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.1K+ 333.43% |
$1.05M - $1.11M
|
67.7K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.5KNew |
$272K - $287K
|
13.5K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
138K+ 501.81% |
$2.78M - $2.94M
|
166K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
125K+ 10.03% |
$2.51M - $2.65M
|
1.37M
$28.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.51K+ 5.12% |
$50.5K - $53.4K
|
51.5K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-307- 10.0% |
$6.18K - $6.53K
|
2.76K
$56.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.15K+ 30.39% |
$63.3K - $66.9K
|
13.5K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.25K+ 13.09% |
$85.4K - $90.3K
|
36.7K
$752K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 117.24% |
$235K - $249K
|
21.6K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
263K+ 15.68% |
$5.29M - $5.6M
|
1.94M
$39.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.96K+ 3.45% |
$39.4K - $41.7K
|
58.7K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419- 0.08% |
$8.43K - $8.92K
|
513K
$10.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151K+ 60.56% |
$3.04M - $3.21M
|
400K
$8.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
285K+ 27.99% |
$5.73M - $6.06M
|
1.3M
$26.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.7K+ 5.9% |
$155K - $164K
|
138K
$2.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.88K+ 1.37% |
$78.1K - $82.6K
|
288K
$5.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
288K+ 15.05% |
$5.79M - $6.13M
|
2.2M
$45.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.26K+ 12.08% |
$106K - $112K
|
48.8K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 6.1% |
$130K - $138K
|
113K
$2.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
22.5K+ 16.73% |
$453K - $479K
|
157K
$3.22M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.79KNew |
$197K - $208K
|
9.79K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.9KNew |
$220K - $233K
|
10.9K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
92.8K+ 129.75% |
$1.87M - $1.97M
|
164K
$3.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
24.8K+ 4.02% |
$500K - $529K
|
643K
$13.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28.1K+ 33.33% |
$566K - $599K
|
113K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 13.44% |
$293K - $309K
|
123K
$2.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-608- 2.07% |
$12.2K - $12.9K
|
28.7K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.87K+ 14.28% |
$37.7K - $39.9K
|
15K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
5.8K+ 3.62% |
$117K - $123K
|
166K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.19K- 1.88% |
$44K - $46.5K
|
114K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.3K+ 5.11% |
$206K - $218K
|
211K
$4.33M
|