Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2031 Ter (IBDW) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2031 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
663K+ 52.41% |
$13.4M - $13.7M
|
1.93M
$39.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
621K+ 81.27% |
$12.6M - $12.9M
|
1.39M
$28.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
542KNew |
$11M - $11.3M
|
542K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
446K+ 38.19% |
$9.04M - $9.26M
|
1.62M
$33.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
386K+ 22.04% |
$7.81M - $8.01M
|
2.14M
$43.8M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
380K+ 32.7% |
$7.68M - $7.88M
|
1.54M
$31.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
363K+ 339.51% |
$7.36M - $7.54M
|
470K
$9.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
319K+ 42.09% |
$6.46M - $6.63M
|
1.08M
$22.1M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
250K+ 1078.16% |
$5.05M - $5.18M
|
273K
$5.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 11.69% |
$3.76M - $3.86M
|
1.78M
$36.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
186K+ 11.69% |
$3.76M - $3.86M
|
1.78M
$36.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
186KNew |
$3.76M - $3.86M
|
186K
$3.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168K+ 59.51% |
$3.4M - $3.49M
|
451K
$9.25M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
145K+ 34.68% |
$2.94M - $3.02M
|
565K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
136KNew |
$2.74M - $2.81M
|
136K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
101K+ 29.93% |
$2.04M - $2.09M
|
437K
$8.95M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
79.2K+ 9.46% |
$1.6M - $1.64M
|
917K
$18.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
73.8K+ 47.32% |
$1.49M - $1.53M
|
230K
$4.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
73.2KNew |
$1.48M - $1.52M
|
73.2K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72.9K+ 252.27% |
$1.47M - $1.51M
|
102K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
71.4K+ 5.07% |
$1.45M - $1.48M
|
1.48M
$30.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67K+ 6.15% |
$1.36M - $1.39M
|
1.16M
$23.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.2K+ 35.27% |
$1.26M - $1.29M
|
239K
$4.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
62.1K+ 11.43% |
$1.26M - $1.29M
|
606K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.6K+ 27.99% |
$1.23M - $1.26M
|
277K
$5.69M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
53.6K+ 74.68% |
$1.09M - $1.11M
|
125K
$2.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.3K+ 29.17% |
$998K - $1.02M
|
218K
$4.48M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.9K+ 9.58% |
$989K - $1.01M
|
559K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
45K+ 8.08% |
$911K - $934K
|
602K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
43.8K+ 26.89% |
$886K - $909K
|
207K
$4.24M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
42.8K+ 396.38% |
$867K - $889K
|
53.6K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
40.1K+ 86.28% |
$811K - $832K
|
86.6K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40K+ 15.94% |
$809K - $829K
|
291K
$5.96M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
38.3KNew |
$775K - $794K
|
38.3K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.2K+ 180.31% |
$774K - $793K
|
59.4K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.3K+ 20.38% |
$674K - $691K
|
197K
$4.04M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30.5K+ 12.07% |
$618K - $634K
|
284K
$5.82M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
27.8K+ 149.05% |
$564K - $578K
|
46.5K
$954K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
27.6K+ 2.67% |
$559K - $573K
|
1.06M
$21.8M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
27.2K+ 15.45% |
$550K - $564K
|
203K
$4.16M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
26.9K+ 15.99% |
$544K - $558K
|
195K
$4M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.8KNew |
$522K - $535K
|
25.8K
$529K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
25.2K+ 56.58% |
$511K - $524K
|
69.9K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24.9K+ 78.7% |
$503K - $516K
|
56.4K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
24.2K+ 18.28% |
$489K - $501K
|
156K
$3.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
22.6K+ 28.42% |
$457K - $469K
|
102K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
21.9KNew |
$442K - $453K
|
21.9K
$448K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
21.8K+ 3.43% |
$440K - $452K
|
656K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
20KNew |
$405K - $415K
|
20K
$410K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
19.5K+ 70.57% |
$395K - $405K
|
47.2K
$968K
|