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 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.3K+ 4.31% |
$26.2K - $27.7K
|
31.5K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 1.7% |
$21.7K - $23K
|
64.5K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 4.96% |
$21.2K - $22.4K
|
22.3K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
860+ 3.29% |
$17.3K - $18.3K
|
27K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
788+ 31.0% |
$15.9K - $16.8K
|
3.33K
$67.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
774+ 1.07% |
$15.6K - $16.5K
|
73.1K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
729New |
$14.7K - $15.5K
|
729
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
604New |
$12.2K - $12.9K
|
604
$12.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
550+ 1.95% |
$11.1K - $11.7K
|
28.8K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
500+ 6.16% |
$10.1K - $10.6K
|
8.62K
$175K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
249New |
$5.01K - $5.3K
|
249
$5.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
155+ 1.31% |
$3.12K - $3.3K
|
12K
$244K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
123+ 1.24% |
$2.47K - $2.62K
|
10K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
122+ 0.46% |
$2.45K - $2.6K
|
26.6K
$541K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
80+ 1.3% |
$1.61K - $1.7K
|
6.23K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
65+ 0.59% |
$1.31K - $1.38K
|
11.1K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 1.24% |
$1.27K - $1.34K
|
5.15K
$105K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41- 0.12% |
$825 - $872
|
35K
$713K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-307- 10.0% |
$6.18K - $6.53K
|
2.76K
$56.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419- 0.08% |
$8.43K - $8.92K
|
513K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-424- 1.57% |
$8.53K - $9.02K
|
26.6K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-608- 2.07% |
$12.2K - $12.9K
|
28.7K
$585K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.54K- 14.0% |
$31K - $32.8K
|
9.47K
$193K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.19K- 1.88% |
$44K - $46.5K
|
114K
$2.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.8K- 25.2% |
$56.4K - $59.6K
|
8.32K
$169K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.92K- 7.31% |
$58.8K - $62.2K
|
37K
$754K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-8.02K- 3.95% |
$161K - $171K
|
195K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-18.1K- 5.37% |
$365K - $386K
|
319K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-101K- 12.3% |
$2.03M - $2.15M
|
720K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-189K- 17.0% |
$3.8M - $4.02M
|
922K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-215K- 70.55% |
$4.32M - $4.57M
|
89.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-218K- 67.06% |
$4.38M - $4.64M
|
107K
$2.18M
|