Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
978K+ 38.02% |
$19.7M - $20.8M
|
3.55M
$72.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
494KNew |
$9.93M - $10.5M
|
494K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
293K+ 84.79% |
$5.9M - $6.24M
|
639K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
288K+ 15.05% |
$5.79M - $6.13M
|
2.2M
$44.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
285K+ 27.99% |
$5.73M - $6.06M
|
1.3M
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
270K+ 111.15% |
$5.44M - $5.76M
|
514K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
263K+ 15.68% |
$5.29M - $5.6M
|
1.94M
$39.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 11.76% |
$4.57M - $4.83M
|
2.16M
$43.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 8.15% |
$3.29M - $3.48M
|
2.17M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
157K+ 495.5% |
$3.16M - $3.34M
|
189K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151K+ 60.56% |
$3.04M - $3.21M
|
400K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
148K+ 29.4% |
$2.98M - $3.15M
|
651K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
138K+ 501.81% |
$2.78M - $2.94M
|
166K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 3.77% |
$2.65M - $2.8M
|
3.63M
$73.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
125K+ 10.03% |
$2.51M - $2.65M
|
1.37M
$27.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
115K+ 17.51% |
$2.32M - $2.45M
|
774K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 25.44% |
$2.02M - $2.13M
|
494K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
94.6K+ 301.12% |
$1.9M - $2.01M
|
126K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
92.8K+ 129.75% |
$1.87M - $1.97M
|
164K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
80.6K+ 9.32% |
$1.62M - $1.71M
|
945K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78K+ 57.79% |
$1.57M - $1.66M
|
213K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
73.1KNew |
$1.47M - $1.56M
|
73.1K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
72.8K+ 197.35% |
$1.47M - $1.55M
|
110K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
66.3K+ 77.73% |
$1.33M - $1.41M
|
152K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.3K+ 34.67% |
$1.31M - $1.39M
|
253K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
53K+ 3.39% |
$1.07M - $1.13M
|
1.62M
$32.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.1K+ 333.43% |
$1.05M - $1.11M
|
67.7K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
47.5K+ 9.36% |
$956K - $1.01M
|
555K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
43.4K+ 57.83% |
$874K - $924K
|
118K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 6.85% |
$789K - $835K
|
612K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
37.3KNew |
$751K - $795K
|
37.3K
$760K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 22.76% |
$686K - $725K
|
184K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4K+ 291.8% |
$591K - $625K
|
39.5K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.2K+ 9.56% |
$587K - $620K
|
334K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.8K+ 4.76% |
$579K - $612K
|
633K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.6K+ 13.27% |
$575K - $608K
|
244K
$4.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
28.1K+ 33.33% |
$566K - $599K
|
113K
$2.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
27.7K+ 23.08% |
$557K - $589K
|
148K
$3.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26.5K+ 83.82% |
$533K - $563K
|
58K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26.5K+ 42.82% |
$532K - $563K
|
88.3K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
24.8K+ 4.02% |
$500K - $529K
|
643K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
24.6K+ 3.87% |
$495K - $523K
|
660K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.5K+ 116.26% |
$453K - $479K
|
41.9K
$853K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
22.5K+ 16.73% |
$453K - $479K
|
157K
$3.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22KNew |
$443K - $468K
|
22K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 107.98% |
$433K - $457K
|
41.4K
$843K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.8K+ 40.44% |
$398K - $421K
|
68.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.7K+ 6.81% |
$396K - $419K
|
309K
$6.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.4K+ 5.77% |
$370K - $392K
|
337K
$6.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
17K+ 43.84% |
$343K - $363K
|
55.9K
$1.14M
|