Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
580K+ 41.3% |
$11.2M - $11.8M
|
1.98M
$40.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
560K+ 156.96% |
$10.8M - $11.4M
|
917K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
450K+ 353.75% |
$8.7M - $9.16M
|
577K
$11.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
442KNew |
$8.55M - $9M
|
442K
$9.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
425K+ 28.64% |
$8.22M - $8.66M
|
1.91M
$39.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 76.49% |
$6.9M - $7.27M
|
823K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
356K+ 38.06% |
$6.88M - $7.25M
|
1.29M
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
257K+ 1553.38% |
$4.97M - $5.23M
|
274K
$5.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
237KNew |
$4.58M - $4.82M
|
237K
$4.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
178K+ 44.52% |
$3.44M - $3.62M
|
578K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
122K+ 2488.08% |
$2.36M - $2.48M
|
127K
$2.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
122KNew |
$2.35M - $2.47M
|
122K
$2.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
97.1K+ 17.73% |
$1.88M - $1.98M
|
645K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91.9K+ 23.53% |
$1.78M - $1.87M
|
483K
$9.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
88.9K+ 106.54% |
$1.72M - $1.81M
|
172K
$3.54M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
71.5KNew |
$1.38M - $1.46M
|
71.5K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.6K+ 45.98% |
$1.37M - $1.44M
|
224K
$4.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.5KNew |
$1.34M - $1.41M
|
69.5K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.3K+ 3.19% |
$1.19M - $1.25M
|
1.98M
$40.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
42.6KNew |
$824K - $868K
|
42.6K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.5KNew |
$707K - $744K
|
36.5K
$749K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
30.3KNew |
$586K - $617K
|
30.3K
$621K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
30.2K+ 26.26% |
$585K - $616K
|
145K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
29K+ 6.87% |
$561K - $591K
|
451K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 33.41% |
$395K - $415K
|
81.5K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18.8K+ 116.05% |
$364K - $383K
|
35K
$718K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.7KNew |
$361K - $381K
|
18.7K
$383K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18.2K+ 9.98% |
$352K - $371K
|
201K
$4.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17.5KNew |
$338K - $356K
|
17.5K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.2KNew |
$334K - $351K
|
17.2K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
15.8K+ 72.5% |
$305K - $322K
|
37.6K
$771K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.3KNew |
$296K - $311K
|
15.3K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$210K - $221K
|
10.9K
$223K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$199K - $209K
|
10.3K
$211K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.33KNew |
$181K - $190K
|
9.33K
$191K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.25K+ 4.86% |
$159K - $168K
|
178K
$3.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.65K+ 15.04% |
$148K - $156K
|
58.5K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
6.55K+ 43.67% |
$127K - $133K
|
21.6K
$442K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
6.46K+ 3.4% |
$125K - $131K
|
197K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.37K+ 33.14% |
$104K - $109K
|
21.6K
$442K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.7K+ 6.05% |
$90.8K - $95.6K
|
82.3K
$1.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.41KNew |
$85.3K - $89.8K
|
4.41K
$90.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.27K+ 3.59% |
$82.5K - $86.9K
|
123K
$2.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.17K+ 12.1% |
$80.6K - $84.9K
|
38.6K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.83K+ 483.21% |
$74K - $77.9K
|
4.62K
$94.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.75K+ 6.37% |
$72.6K - $76.4K
|
62.6K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.68K+ 2.1% |
$71.2K - $74.9K
|
179K
$3.66M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.17K+ 9.36% |
$42K - $44.2K
|
25.4K
$520K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.84K+ 123.22% |
$35.5K - $37.4K
|
3.33K
$68.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.51KNew |
$29.2K - $30.7K
|
1.51K
$31K
|