Latest Institutional Purchases of Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.51K+ 5.12% |
$50.5K - $53.4K
|
51.5K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.4K+ 98.44% |
$48.2K - $51K
|
4.83K
$98.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 9.19% |
$45.3K - $47.9K
|
26.8K
$545K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.96K+ 3.45% |
$39.4K - $41.7K
|
58.7K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.3K+ 4.31% |
$26.2K - $27.7K
|
31.5K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 1.7% |
$21.7K - $23K
|
64.5K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 4.96% |
$21.2K - $22.4K
|
22.3K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
860+ 3.29% |
$17.3K - $18.3K
|
27K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
788+ 31.0% |
$15.9K - $16.8K
|
3.33K
$67.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
774+ 1.07% |
$15.6K - $16.5K
|
73.1K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
729New |
$14.7K - $15.5K
|
729
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
604New |
$12.2K - $12.9K
|
604
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
550+ 1.95% |
$11.1K - $11.7K
|
28.8K
$587K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
500+ 6.16% |
$10.1K - $10.6K
|
8.62K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
249New |
$5.01K - $5.3K
|
249
$5.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 1.31% |
$3.12K - $3.3K
|
12K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
123+ 1.24% |
$2.47K - $2.62K
|
10K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
80+ 1.3% |
$1.61K - $1.7K
|
6.23K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
65+ 0.59% |
$1.31K - $1.38K
|
11.1K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 1.24% |
$1.27K - $1.34K
|
5.15K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.3K+ 16.17% |
$422K - $434K
|
153K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5K+ 85.52% |
$288K - $297K
|
31.5K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.3KNew |
$223K - $230K
|
11.3K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.04K+ 17.42% |
$80.1K - $82.5K
|
27.2K
$554K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$49.6K - $51.1K
|
2.5K
$50.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 5.53% |
$36K - $37.1K
|
34.6K
$705K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.46% |
$29.8K - $30.7K
|
24.7K
$504K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.27KNew |
$25.3K - $26K
|
1.27K
$25.9K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
459+ 1.57% |
$9.11K - $9.38K
|
29.6K
$603K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.16% |
$456 - $470
|
14.7K
$300K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
38.3KNew |
$775K - $794K
|
38.3K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20KNew |
$405K - $415K
|
20K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.07K+ 550.26% |
$21.7K - $22.3K
|
1.27K
$25.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
116+ 0.17% |
$2.35K - $2.41K
|
70K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30New |
$607 - $623
|
30
$611
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$2.07M - $2.3M
|
110K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.9KNew |
$224K - $248K
|
11.9K
$242K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.32KNew |
$24.8K - $27.5K
|
1.32K
$26.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.29KNew |
$24.2K - $26.9K
|
1.29K
$26.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 33.91% |
$23.3K - $25.9K
|
4.9K
$99.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.03KNew |
$19.3K - $21.4K
|
1.03K
$20.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362+ 1.68% |
$6.8K - $7.55K
|
21.9K
$447K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
122KNew |
$2.35M - $2.47M
|
122K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.6KNew |
$824K - $868K
|
42.6K
$868K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.5KNew |
$338K - $356K
|
17.5K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$29.2K - $30.7K
|
1.51K
$30.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.07KNew |
$20.6K - $21.7K
|
1.07K
$21.7K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
756New |
$14.6K - $15.4K
|
756
$15.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
120New |
$2.32K - $2.44K
|
120
$2.44K
|
|