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 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.5K+ 83.93% |
$227K - $234K
|
25.1K
$515K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
11.4K+ 5.62% |
$226K - $233K
|
214K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.3KNew |
$223K - $230K
|
11.3K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
11.1KNew |
$219K - $226K
|
11.1K
$227K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
11K+ 4.04% |
$219K - $225K
|
284K
$5.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11KNew |
$218K - $225K
|
11K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11KNew |
$217K - $224K
|
11K
$225K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.7KNew |
$212K - $218K
|
10.7K
$219K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$205K - $211K
|
10.3K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.1K+ 40.71% |
$201K - $207K
|
35.1K
$719K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1KNew |
$200K - $206K
|
10.1K
$207K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.96KNew |
$198K - $204K
|
9.96K
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
9.94K+ 66.55% |
$197K - $203K
|
24.9K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.57K+ 17.84% |
$190K - $196K
|
63.2K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9.54K+ 7.6% |
$189K - $195K
|
135K
$2.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.33K+ 38.1% |
$165K - $170K
|
30.2K
$619K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
8.28K+ 42.93% |
$164K - $169K
|
27.6K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.11K+ 1.84% |
$141K - $145K
|
394K
$8.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.91K+ 13.87% |
$137K - $141K
|
56.7K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.4K+ 3.25% |
$127K - $131K
|
203K
$4.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.27K+ 24.67% |
$124K - $128K
|
31.7K
$649K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.15KNew |
$122K - $126K
|
6.15K
$126K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.22K+ 4.7% |
$104K - $107K
|
116K
$2.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.01K+ 3.46% |
$99.4K - $102K
|
150K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.82K+ 2.02% |
$95.6K - $98.5K
|
243K
$4.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.63K+ 4.56% |
$91.9K - $94.7K
|
106K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.21K+ 3.34% |
$83.6K - $86.1K
|
130K
$2.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.04K+ 17.42% |
$80.1K - $82.5K
|
27.2K
$558K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.71K+ 2.37% |
$73.6K - $75.8K
|
160K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.68K+ 23.33% |
$73.1K - $75.3K
|
19.5K
$399K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.04K+ 4.16% |
$60.4K - $62.2K
|
76.3K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.96K+ 10.04% |
$58.7K - $60.5K
|
32.4K
$665K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.86K+ 27.87% |
$56.7K - $58.5K
|
13.1K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.75K+ 12.63% |
$54.5K - $56.2K
|
24.5K
$503K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.62K+ 3.92% |
$51.9K - $53.5K
|
69.3K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.5KNew |
$49.6K - $51.1K
|
2.5K
$51.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 4.88% |
$36.7K - $37.8K
|
39.8K
$816K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 5.53% |
$36K - $37.1K
|
34.6K
$711K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.59K+ 1.19% |
$31.6K - $32.6K
|
135K
$2.77M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.46% |
$29.8K - $30.7K
|
24.7K
$507K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 1.13% |
$29.2K - $30.1K
|
132K
$2.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.36K+ 2.86% |
$27K - $27.8K
|
49K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.27KNew |
$25.3K - $26K
|
1.27K
$26.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.04K+ 14.62% |
$20.5K - $21.2K
|
8.12K
$166K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
953+ 44.62% |
$18.9K - $19.5K
|
3.09K
$63.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
671+ 2.6% |
$13.3K - $13.7K
|
26.5K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
593+ 0.44% |
$11.8K - $12.1K
|
136K
$2.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
571+ 5.84% |
$11.3K - $11.7K
|
10.3K
$212K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
540+ 1.28% |
$10.7K - $11K
|
42.9K
$880K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
459+ 1.57% |
$9.11K - $9.38K
|
29.6K
$608K
|