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 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 13.44% |
$293K - $309K
|
123K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
5.8K+ 3.62% |
$117K - $123K
|
166K
$3.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11.9KNew |
$240K - $253K
|
11.9K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 1.49% |
$66.6K - $70.5K
|
225K
$4.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.4K+ 98.44% |
$48.2K - $51K
|
4.83K
$99.2K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
459+ 1.57% |
$9.11K - $9.38K
|
29.6K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.38K- 96.04% |
$27.5K - $28.3K
|
57
$1.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5K+ 85.52% |
$288K - $297K
|
31.5K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.3K+ 16.17% |
$422K - $434K
|
153K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.27KNew |
$25.3K - $26K
|
1.27K
$26.2K
|
|
|
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
|
Ritholtz Wealth Management
|
BUY
|
- |
11.3KNew |
$223K - $230K
|
11.3K
$231K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$49.6K - $51.1K
|
2.5K
$51.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-526- 1.99% |
$10.4K - $10.8K
|
26K
$533K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.46% |
$29.8K - $30.7K
|
24.7K
$508K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20KNew |
$405K - $415K
|
20K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$607 - $623
|
30
$616
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 550.26% |
$21.7K - $22.3K
|
1.27K
$26K
|
|
|
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
$786K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362+ 1.68% |
$6.8K - $7.55K
|
21.9K
$451K
|
|
|
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
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3K- 68.03% |
$56.4K - $62.6K
|
1.41K
$29K
|
|
|
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
$101K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.32KNew |
$24.8K - $27.5K
|
1.32K
$27.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.29KNew |
$24.2K - $26.9K
|
1.29K
$26.5K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
120New |
$2.32K - $2.44K
|
120
$2.46K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.6KNew |
$824K - $868K
|
42.6K
$876K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$29.2K - $30.7K
|
1.51K
$31K
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
122KNew |
$2.35M - $2.47M
|
122K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.5KNew |
$338K - $356K
|
17.5K
$359K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
756New |
$14.6K - $15.4K
|
756
$15.5K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.4K- 25.45% |
$551K - $571K
|
80.4K
$1.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.9KNew |
$1.02M - $1.06M
|
50.9K
$1.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
475New |
$9.53K - $9.88K
|
475
$9.76K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$29.9K - $31.7K
|
1.51K
$31K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
107KNew |
$2.12M - $2.26M
|
107K
$2.21M
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
920K+ 108199.76% |
$17.4M - $18.9M
|
921K
$18.9M
|
|
| Q2 2022 | |||||||
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-400Closed |
$8.09K - $9.08K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
12.3KNew |
$248K - $278K
|
12.3K
$252K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
475New |
$9.6K - $10.8K
|
475
$9.76K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
208KNew |
$4.21M - $4.73M
|
208K
$4.28M
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.1K+ 21.35% |
$47.1K - $51.7K
|
11.9K
$245K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-119KClosed |
$2.67M - $2.94M
|
0
$0
|
|