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 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
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 9.19% |
$45.3K - $47.9K
|
26.8K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.9KNew |
$281K - $297K
|
13.9K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
788+ 31.0% |
$15.9K - $16.8K
|
3.33K
$68.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 6.85% |
$789K - $835K
|
612K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
80.6K+ 9.32% |
$1.62M - $1.71M
|
945K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 8.15% |
$3.29M - $3.48M
|
2.17M
$44.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 11.76% |
$4.57M - $4.83M
|
2.16M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-215K- 70.55% |
$4.32M - $4.57M
|
89.7K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.27K+ 17.17% |
$126K - $133K
|
42.8K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-218K- 67.06% |
$4.38M - $4.64M
|
107K
$2.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
53K+ 3.39% |
$1.07M - $1.13M
|
1.62M
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
65+ 0.59% |
$1.31K - $1.38K
|
11.1K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 25.44% |
$2.02M - $2.13M
|
494K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
157K+ 495.5% |
$3.16M - $3.34M
|
189K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.8K+ 4.76% |
$579K - $612K
|
633K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 12.84% |
$220K - $233K
|
96.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.7K+ 6.81% |
$396K - $419K
|
309K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
860+ 3.29% |
$17.3K - $18.3K
|
27K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.3K+ 4.31% |
$26.2K - $27.7K
|
31.5K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78K+ 57.79% |
$1.57M - $1.66M
|
213K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.76K+ 3.82% |
$156K - $165K
|
211K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 3.77% |
$2.65M - $2.8M
|
3.63M
$74.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.8K+ 40.44% |
$398K - $421K
|
68.7K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
774+ 1.07% |
$15.6K - $16.5K
|
73.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 1.31% |
$3.12K - $3.3K
|
12K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 107.98% |
$433K - $457K
|
41.4K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2K+ 111.46% |
$246K - $260K
|
23.2K
$475K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 45.61% |
$183K - $194K
|
29.1K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
66.3K+ 77.73% |
$1.33M - $1.41M
|
152K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.58K+ 4.24% |
$112K - $119K
|
137K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
148K+ 29.4% |
$2.98M - $3.15M
|
651K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 1.7% |
$21.7K - $23K
|
64.5K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.09K+ 38.29% |
$82.3K - $87.1K
|
14.8K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.68KNew |
$195K - $206K
|
9.68K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26.5K+ 42.82% |
$532K - $563K
|
88.3K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.4K+ 45.41% |
$229K - $242K
|
36.5K
$748K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.19KNew |
$124K - $132K
|
6.19K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.3KNew |
$308K - $326K
|
15.3K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.4KNew |
$229K - $242K
|
11.4K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 22.76% |
$686K - $725K
|
184K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.54K- 14.0% |
$31K - $32.8K
|
9.47K
$194K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
80+ 1.3% |
$1.61K - $1.7K
|
6.23K
$128K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.52K+ 0.74% |
$91K - $96.3K
|
618K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
24.6K+ 3.87% |
$495K - $523K
|
660K
$13.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.3K+ 34.67% |
$1.31M - $1.39M
|
253K
$5.2M
|