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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.23K+ 16.57% |
$64.9K - $68.6K
|
22.7K
$466K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 4.96% |
$21.2K - $22.4K
|
22.3K
$457K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
72.8K+ 197.35% |
$1.47M - $1.55M
|
110K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26.5K+ 83.82% |
$533K - $563K
|
58K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
123+ 1.24% |
$2.47K - $2.62K
|
10K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.39K+ 10.24% |
$88.4K - $93.5K
|
47.3K
$970K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
17K+ 43.84% |
$343K - $363K
|
55.9K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
122+ 0.46% |
$2.45K - $2.6K
|
26.6K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.52K+ 3.97% |
$90.9K - $96.1K
|
118K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11.9KNew |
$240K - $253K
|
11.9K
$244K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 1.49% |
$66.6K - $70.5K
|
225K
$4.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22KNew |
$443K - $468K
|
22K
$451K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
8.4K+ 11.02% |
$169K - $179K
|
84.7K
$1.74M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.4K+ 98.44% |
$48.2K - $51K
|
4.83K
$99K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 8.64% |
$3.05M - $3.14M
|
1.93M
$39.6M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
459+ 1.57% |
$9.11K - $9.38K
|
29.6K
$608K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9KNew |
$395K - $407K
|
19.9K
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-344- 1.3% |
$6.82K - $7.03K
|
26.1K
$536K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.5K+ 10.6% |
$228K - $235K
|
120K
$2.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 1.13% |
$29.2K - $30.1K
|
132K
$2.7M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45K- 3.89% |
$893K - $920K
|
1.11M
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-131K- 6.15% |
$2.61M - $2.69M
|
2.01M
$41.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.4K+ 3.25% |
$127K - $131K
|
203K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.75K+ 12.63% |
$54.5K - $56.2K
|
24.5K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 17.3% |
$263K - $271K
|
63.4K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.03K- 11.17% |
$99.7K - $103K
|
40K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.11K+ 1.84% |
$141K - $145K
|
394K
$8.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11.1KNew |
$219K - $226K
|
11.1K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
84.5K+ 5.71% |
$1.68M - $1.73M
|
1.56M
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
306K+ 1639.52% |
$6.07M - $6.26M
|
325K
$6.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-48.2K- 5.54% |
$956K - $985K
|
821K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 0.32% |
$2.3K - $2.37K
|
36.5K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
233K+ 323.26% |
$4.61M - $4.75M
|
304K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.6K+ 9.95% |
$547K - $564K
|
305K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.49K- 0.51% |
$29.6K - $30.5K
|
289K
$5.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.6K- 5.74% |
$1.04M - $1.08M
|
864K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$396K - $408K
|
20K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.2K+ 749.27% |
$857K - $883K
|
49K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86+ 0.45% |
$1.71K - $1.76K
|
19.4K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5K+ 85.52% |
$288K - $297K
|
31.5K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11M+ 152.27% |
$41.9M - $43.1M
|
3.5M
$71.7M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 2.02% |
$95.6K - $98.5K
|
243K
$4.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
593+ 0.44% |
$11.8K - $12.1K
|
136K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 21.62% |
$255K - $263K
|
72.3K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.38K- 96.04% |
$27.5K - $28.3K
|
57
$1.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11KNew |
$217K - $224K
|
11K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
75.1KNew |
$1.49M - $1.53M
|
75.1K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 2.37% |
$263K - $271K
|
573K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2K+ 31.08% |
$401K - $413K
|
85.2K
$1.75M
|
|