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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.07KNew |
$20.6K - $21.7K
|
1.07K
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 65.71% |
$19.5K - $20.5K
|
2.54K
$52.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
889+ 80.31% |
$17.2K - $18.1K
|
2K
$40.9K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
756New |
$14.6K - $15.4K
|
756
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
672+ 4.5% |
$13K - $13.7K
|
15.6K
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
515New |
$9.96K - $10.5K
|
515
$10.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
514+ 4.02% |
$9.94K - $10.5K
|
13.3K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
437+ 34.85% |
$8.45K - $8.9K
|
1.69K
$34.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
120New |
$2.32K - $2.44K
|
120
$2.46K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 1.2% |
$1.12K - $1.18K
|
4.9K
$100K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-85- 0.29% |
$1.64K - $1.73K
|
29.2K
$599K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-322- 15.42% |
$6.23K - $6.56K
|
1.77K
$36.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-367- 1.27% |
$7.1K - $7.47K
|
28.5K
$584K
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-651- 2.75% |
$12.6K - $13.3K
|
23K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.56K- 15.95% |
$68.9K - $72.5K
|
18.8K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4K- 10.64% |
$77.3K - $81.4K
|
33.6K
$689K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 6.98% |
$259K - $272K
|
178K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-30.4K- 3.77% |
$588K - $619K
|
776K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-57K- 5.83% |
$1.1M - $1.16M
|
921K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-489K- 75.32% |
$9.45M - $9.95M
|
160K
$3.28M
|