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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 6.85% |
$789K - $835K
|
612K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
80.6K+ 9.32% |
$1.62M - $1.71M
|
945K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.3K+ 4.31% |
$26.2K - $27.7K
|
31.5K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78K+ 57.79% |
$1.57M - $1.66M
|
213K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.76K+ 3.82% |
$156K - $165K
|
211K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 3.77% |
$2.65M - $2.8M
|
3.63M
$74.5M
|
|
|
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
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 107.98% |
$433K - $457K
|
41.4K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2K+ 111.46% |
$246K - $260K
|
23.2K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 45.61% |
$183K - $194K
|
29.1K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.58K+ 4.24% |
$112K - $119K
|
137K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
148K+ 29.4% |
$2.98M - $3.15M
|
651K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 1.7% |
$21.7K - $23K
|
64.5K
$1.33M
|
|
|
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 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
80+ 1.3% |
$1.61K - $1.7K
|
6.23K
$128K
|
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 22.76% |
$686K - $725K
|
184K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.4KNew |
$229K - $242K
|
11.4K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.3KNew |
$308K - $326K
|
15.3K
$314K
|
|
|
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
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.3K+ 34.67% |
$1.31M - $1.39M
|
253K
$5.21M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
37.3KNew |
$751K - $795K
|
37.3K
$767K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.8K- 25.2% |
$56.4K - $59.6K
|
8.32K
$171K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
978K+ 38.02% |
$19.7M - $20.8M
|
3.55M
$72.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.14K+ 10.3% |
$144K - $152K
|
76.5K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 1.24% |
$1.27K - $1.34K
|
5.15K
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
550+ 1.95% |
$11.1K - $11.7K
|
28.8K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
47.5K+ 9.36% |
$956K - $1.01M
|
555K
$11.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
729New |
$14.7K - $15.5K
|
729
$15K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
94.6K+ 301.12% |
$1.9M - $2.01M
|
126K
$2.59M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.77K+ 1.31% |
$176K - $187K
|
680K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11.7K+ 47.06% |
$236K - $249K
|
36.6K
$751K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-18.1K- 5.37% |
$365K - $386K
|
319K
$6.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.69K+ 2.11% |
$74.2K - $78.5K
|
179K
$3.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$87.2K - $92.2K
|
4.33K
$89K
|
|
|
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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.6K+ 13.27% |
$575K - $608K
|
244K
$5.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.8K+ 26.57% |
$96.6K - $102K
|
22.9K
$470K
|
|
|
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
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.15K+ 30.39% |
$63.3K - $66.9K
|
13.5K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
263K+ 15.68% |
$5.29M - $5.6M
|
1.94M
$39.9M
|
|
|
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 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151K+ 60.56% |
$3.04M - $3.21M
|
400K
$8.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419- 0.08% |
$8.43K - $8.92K
|
513K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.79KNew |
$197K - $208K
|
9.79K
$201K
|