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 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.3KNew |
$308K - $326K
|
15.3K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 13.44% |
$293K - $309K
|
123K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.9KNew |
$281K - $297K
|
13.9K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.5KNew |
$272K - $287K
|
13.5K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.7K+ 20.15% |
$256K - $271K
|
76K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2K+ 111.46% |
$246K - $260K
|
23.2K
$472K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11.9KNew |
$240K - $253K
|
11.9K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11.7K+ 47.06% |
$236K - $249K
|
36.6K
$745K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 117.24% |
$235K - $249K
|
21.6K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.4K+ 45.41% |
$229K - $242K
|
36.5K
$743K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.4KNew |
$229K - $242K
|
11.4K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.9KNew |
$220K - $233K
|
10.9K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 12.84% |
$220K - $233K
|
96.1K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.3K+ 5.11% |
$206K - $218K
|
211K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.79KNew |
$197K - $208K
|
9.79K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.68KNew |
$195K - $206K
|
9.68K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 45.61% |
$183K - $194K
|
29.1K
$591K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.77K+ 1.31% |
$176K - $187K
|
680K
$13.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
8.4K+ 11.02% |
$169K - $179K
|
84.7K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.76K+ 3.82% |
$156K - $165K
|
211K
$4.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.7K+ 5.9% |
$155K - $164K
|
138K
$2.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.14K+ 10.3% |
$144K - $152K
|
76.5K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 6.1% |
$130K - $138K
|
113K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.27K+ 17.17% |
$126K - $133K
|
42.8K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.19KNew |
$124K - $132K
|
6.19K
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
5.8K+ 3.62% |
$117K - $123K
|
166K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.58K+ 4.24% |
$112K - $119K
|
137K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.29K+ 3.88% |
$106K - $112K
|
141K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.26K+ 12.08% |
$106K - $112K
|
48.8K
$993K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.8K+ 26.57% |
$96.6K - $102K
|
22.9K
$466K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.52K+ 0.74% |
$91K - $96.3K
|
618K
$12.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.52K+ 3.97% |
$90.9K - $96.1K
|
118K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.41K+ 42.58% |
$88.6K - $93.8K
|
14.8K
$300K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.39K+ 10.24% |
$88.4K - $93.5K
|
47.3K
$963K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$87.2K - $92.2K
|
4.33K
$88.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.25K+ 13.09% |
$85.4K - $90.3K
|
36.7K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.09K+ 38.29% |
$82.3K - $87.1K
|
14.8K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.88K+ 1.37% |
$78.1K - $82.6K
|
288K
$5.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
3.69K+ 2.11% |
$74.2K - $78.5K
|
179K
$3.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.47K+ 112.43% |
$69.9K - $73.9K
|
6.56K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 1.49% |
$66.6K - $70.5K
|
225K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.23K+ 16.57% |
$64.9K - $68.6K
|
22.7K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.15K+ 30.39% |
$63.3K - $66.9K
|
13.5K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.84K+ 1.32% |
$57.1K - $60.4K
|
217K
$4.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.51K+ 5.12% |
$50.5K - $53.4K
|
51.5K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.4K+ 98.44% |
$48.2K - $51K
|
4.83K
$98.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 9.19% |
$45.3K - $47.9K
|
26.8K
$545K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.96K+ 3.45% |
$39.4K - $41.7K
|
58.7K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.87K+ 14.28% |
$37.7K - $39.9K
|
15K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.57K+ 1.16% |
$31.6K - $33.4K
|
137K
$2.78M
|