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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.3K+ 16.17% |
$422K - $434K
|
153K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.27K+ 24.67% |
$124K - $128K
|
31.7K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
61.7K+ 11.38% |
$1.22M - $1.26M
|
604K
$12.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.21K- 15.74% |
$43.9K - $45.3K
|
11.9K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-450K- 42.34% |
$8.93M - $9.2M
|
613K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11KNew |
$218K - $225K
|
11K
$226K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.2K+ 47.0% |
$1.19M - $1.23M
|
188K
$3.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.04K+ 17.42% |
$80.1K - $82.5K
|
27.2K
$558K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.54K+ 7.6% |
$189K - $195K
|
135K
$2.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.27KNew |
$25.3K - $26K
|
1.27K
$26.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 3.46% |
$99.4K - $102K
|
150K
$3.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1KNew |
$200K - $206K
|
10.1K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14.6K+ 30.9% |
$290K - $298K
|
61.8K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.5K+ 83.93% |
$227K - $234K
|
25.1K
$515K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
27KNew |
$535K - $552K
|
27K
$554K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.04K+ 14.62% |
$20.5K - $21.2K
|
8.12K
$166K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
66.5K+ 15.24% |
$1.32M - $1.36M
|
503K
$10.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
37.3K+ 7.93% |
$740K - $762K
|
508K
$10.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.33K+ 38.1% |
$165K - $170K
|
30.2K
$619K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-346- 20.87% |
$6.86K - $7.07K
|
1.31K
$26.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
644K+ 33.43% |
$12.8M - $13.2M
|
2.57M
$52.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.3KNew |
$223K - $230K
|
11.3K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.15KNew |
$122K - $126K
|
6.15K
$126K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
15K+ 2.28% |
$297K - $306K
|
671K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
33.4K+ 5.54% |
$662K - $682K
|
636K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
85.3KNew |
$1.69M - $1.74M
|
85.3K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.16% |
$456 - $470
|
14.7K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 1.28% |
$1.27K - $1.31K
|
5.08K
$104K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.62K+ 3.92% |
$51.9K - $53.5K
|
69.3K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 5.53% |
$36K - $37.1K
|
34.6K
$711K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$49.6K - $51.1K
|
2.5K
$51.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-526- 1.99% |
$10.4K - $10.8K
|
26K
$533K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.08% |
$179 - $184
|
11.1K
$228K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.7KNew |
$212K - $218K
|
10.7K
$219K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 4.88% |
$36.7K - $37.8K
|
39.8K
$816K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.46% |
$29.8K - $30.7K
|
24.7K
$507K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 1.95% |
$11.9K - $12.3K
|
30.2K
$619K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20KNew |
$405K - $415K
|
20K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.34K+ 14.1% |
$148K - $152K
|
59.4K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 550.26% |
$21.7K - $22.3K
|
1.27K
$26K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$607 - $623
|
30
$615
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116+ 0.17% |
$2.35K - $2.41K
|
70K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
38.3KNew |
$775K - $794K
|
38.3K
$785K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28.3KNew |
$531K - $589K
|
28.3K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3K- 68.03% |
$56.4K - $62.6K
|
1.41K
$28.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$2.07M - $2.3M
|
110K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362+ 1.68% |
$6.8K - $7.55K
|
21.9K
$450K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.9KNew |
$224K - $248K
|
11.9K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 33.91% |
$23.3K - $25.9K
|
4.9K
$100K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.32KNew |
$24.8K - $27.5K
|
1.32K
$27.1K
|
|