Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.11M+ 152.27% |
$41.9M - $43.1M
|
3.5M
$71.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
644K+ 33.43% |
$12.8M - $13.2M
|
2.57M
$52.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
306K+ 1639.52% |
$6.07M - $6.26M
|
325K
$6.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
298K+ 18.44% |
$5.91M - $6.09M
|
1.91M
$39.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
233K+ 323.26% |
$4.61M - $4.75M
|
304K
$6.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
165K+ 15.3% |
$3.27M - $3.37M
|
1.24M
$25.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
160K+ 86.06% |
$3.17M - $3.27M
|
346K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 8.64% |
$3.05M - $3.14M
|
1.93M
$39.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 8.64% |
$3.05M - $3.14M
|
1.93M
$39.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
137K+ 8.89% |
$2.72M - $2.8M
|
1.68M
$34.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
94K+ 16.65% |
$1.87M - $1.92M
|
659K
$13.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
85.3KNew |
$1.69M - $1.74M
|
85.3K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
84.5K+ 5.71% |
$1.68M - $1.73M
|
1.56M
$32.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
75.1KNew |
$1.49M - $1.53M
|
75.1K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
66.5K+ 15.24% |
$1.32M - $1.36M
|
503K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.3K+ 13.82% |
$1.24M - $1.27M
|
513K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
61.7K+ 11.38% |
$1.22M - $1.26M
|
604K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.2K+ 47.0% |
$1.19M - $1.23M
|
188K
$3.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
53.9K+ 19.01% |
$1.07M - $1.1M
|
337K
$6.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
43.5KNew |
$863K - $890K
|
43.5K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.2K+ 749.27% |
$857K - $883K
|
49K
$1M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
37.3K+ 7.93% |
$740K - $762K
|
508K
$10.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
34.4K+ 24.46% |
$682K - $703K
|
175K
$3.59M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
33.5KNew |
$664K - $684K
|
33.5K
$686K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
33.4K+ 5.54% |
$662K - $682K
|
636K
$13M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.9K+ 14.13% |
$612K - $631K
|
249K
$5.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28K+ 9.64% |
$556K - $573K
|
319K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.6K+ 9.95% |
$547K - $564K
|
305K
$6.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
27KNew |
$535K - $552K
|
27K
$554K
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
25.8K+ 233.48% |
$513K - $528K
|
36.9K
$757K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
25K+ 53.71% |
$496K - $511K
|
71.5K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.7K+ 25.01% |
$430K - $443K
|
108K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.3K+ 16.17% |
$422K - $434K
|
153K
$3.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
21.2KNew |
$421K - $434K
|
21.2K
$436K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
20.2K+ 10.36% |
$401K - $413K
|
215K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.2K+ 31.08% |
$401K - $413K
|
85.2K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$396K - $408K
|
20K
$409K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.9KNew |
$395K - $407K
|
19.9K
$408K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.7K+ 16.14% |
$371K - $382K
|
135K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.6KNew |
$310K - $319K
|
15.6K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15K+ 91.22% |
$297K - $306K
|
31.4K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
15K+ 2.28% |
$297K - $306K
|
671K
$13.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14.6K+ 30.9% |
$290K - $298K
|
61.8K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5K+ 85.52% |
$288K - $297K
|
31.5K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
14.5K+ 20.79% |
$288K - $297K
|
84.4K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 2.37% |
$263K - $271K
|
573K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 21.62% |
$255K - $263K
|
72.3K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
12.1K+ 1.99% |
$239K - $247K
|
618K
$12.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
11.6K+ 11.33% |
$229K - $236K
|
114K
$2.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.5K+ 10.6% |
$228K - $235K
|
120K
$2.46M
|