Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.41MNew |
$26.5M - $29.4M
|
1.41M
$28.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
767K+ 93.18% |
$14.4M - $16M
|
1.59M
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
676K+ 62.88% |
$12.7M - $14.1M
|
1.75M
$35.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
633K+ 140.35% |
$11.9M - $13.2M
|
1.08M
$22.2M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
434KNew |
$8.16M - $9.05M
|
434K
$8.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
336KNew |
$6.31M - $7.01M
|
336K
$6.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
307K+ 129.52% |
$5.76M - $6.39M
|
544K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
275K+ 223.24% |
$5.16M - $5.73M
|
398K
$8.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
273KNew |
$5.13M - $5.69M
|
273K
$5.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
252K+ 27.54% |
$4.74M - $5.26M
|
1.17M
$24M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
247K+ 143.21% |
$4.64M - $5.15M
|
419K
$8.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200K+ 243.43% |
$3.76M - $4.18M
|
283K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
199K+ 1156.11% |
$3.75M - $4.16M
|
217K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
187K+ 32.45% |
$3.52M - $3.91M
|
765K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
176KNew |
$3.31M - $3.68M
|
176K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
163KNew |
$3.07M - $3.41M
|
163K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
163KNew |
$3.06M - $3.4M
|
163K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
133K+ 709.08% |
$2.5M - $2.78M
|
152K
$3.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
130K+ 337.6% |
$2.45M - $2.72M
|
169K
$3.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
126KNew |
$2.37M - $2.62M
|
126K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 6845.95% |
$2.18M - $2.41M
|
117K
$2.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
115K+ 26.1% |
$2.17M - $2.41M
|
557K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
114K+ 17.66% |
$2.14M - $2.38M
|
759K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$2.07M - $2.3M
|
110K
$2.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
101KNew |
$1.89M - $2.1M
|
101K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
77.5K+ 3883.17% |
$1.46M - $1.62M
|
79.5K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77.3KNew |
$1.45M - $1.61M
|
77.3K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
76.7K+ 253.31% |
$1.44M - $1.6M
|
107K
$2.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
76.5K+ 7.05% |
$1.44M - $1.59M
|
1.16M
$23.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
71.8KNew |
$1.35M - $1.5M
|
71.8K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.9KNew |
$1.31M - $1.46M
|
69.9K
$1.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
67.5K+ 192.86% |
$1.27M - $1.41M
|
103K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
63.3KNew |
$1.19M - $1.32M
|
63.3K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
62K+ 8.0% |
$1.17M - $1.29M
|
838K
$17.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.8K+ 81.82% |
$1.07M - $1.19M
|
126K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
56.4K+ 9.77% |
$1.06M - $1.18M
|
634K
$13M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
54.2K+ 75.85% |
$1.02M - $1.13M
|
126K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.9K+ 66.13% |
$1.01M - $1.12M
|
135K
$2.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
52.3K+ 26.06% |
$983K - $1.09M
|
253K
$5.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
46.5KNew |
$873K - $969K
|
46.5K
$953K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
44.6KNew |
$838K - $930K
|
44.6K
$915K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
42.7K+ 68.22% |
$803K - $891K
|
105K
$2.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.5K+ 1.99% |
$741K - $823K
|
2.02M
$41.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.9K+ 358.01% |
$731K - $811K
|
49.8K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
36.7K+ 240.4% |
$690K - $766K
|
52K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.9KNew |
$543K - $602K
|
28.9K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
28.3KNew |
$531K - $589K
|
28.3K
$580K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
27.9KNew |
$525K - $582K
|
27.9K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.8K+ 5.76% |
$523K - $580K
|
510K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
27.7KNew |
$520K - $577K
|
27.7K
$568K
|