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 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11+ 0.19% |
$223 - $228
|
5.76K
$118K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-192- 0.52% |
$3.89K - $3.98K
|
36.4K
$746K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-418- 12.13% |
$8.46K - $8.67K
|
3.03K
$62.1K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-545- 0.71% |
$11K - $11.3K
|
76.7K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.99K- 0.96% |
$40.3K - $41.3K
|
206K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.88K- 10.18% |
$58.3K - $59.7K
|
25.4K
$521K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-8.13K- 14.03% |
$165K - $169K
|
49.8K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 2.78% |
$224K - $229K
|
387K
$7.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21.5K- 14.53% |
$434K - $445K
|
126K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-46.1K- 5.04% |
$933K - $956K
|
869K
$17.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-133K- 87.71% |
$2.7M - $2.76M
|
18.7K
$383K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 7.96% |
$3.11M - $3.19M
|
1.78M
$36.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-262K- 95.92% |
$5.3M - $5.43M
|
11.1K
$228K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-402K- 92.57% |
$8.14M - $8.34M
|
32.3K
$662K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-971K- 48.03% |
$19.6M - $20.1M
|
1.05M
$21.5M
|