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
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.5K+ 11.8% |
$497K - $552K
|
251K
$5.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
26.2KNew |
$492K - $546K
|
26.2K
$537K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
24.9K+ 66.34% |
$468K - $520K
|
62.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
23.2KNew |
$435K - $483K
|
23.2K
$475K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
23.1KNew |
$435K - $483K
|
23.1K
$475K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
22.7K+ 15.61% |
$426K - $473K
|
168K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2KNew |
$398K - $442K
|
21.2K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
21.1KNew |
$397K - $441K
|
21.1K
$433K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
18.9K+ 183.55% |
$355K - $394K
|
29.2K
$598K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
18.7KNew |
$351K - $389K
|
18.7K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$342K - $379K
|
18.2K
$373K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18K+ 96.42% |
$339K - $376K
|
36.7K
$753K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
15.4K+ 95.01% |
$289K - $321K
|
31.6K
$648K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.7KNew |
$239K - $265K
|
12.7K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.5KNew |
$235K - $261K
|
12.5K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.9KNew |
$224K - $248K
|
11.9K
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11.5K+ 5.84% |
$216K - $239K
|
208K
$4.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$203K - $225K
|
10.8K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10K+ 29.77% |
$188K - $209K
|
43.6K
$894K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.98KNew |
$187K - $208K
|
9.98K
$205K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.72KNew |
$183K - $203K
|
9.72K
$199K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.68K+ 548.19% |
$182K - $202K
|
11.4K
$235K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
8.92K+ 7.23% |
$168K - $186K
|
132K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.4K+ 63.22% |
$158K - $175K
|
21.7K
$445K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.44KNew |
$140K - $155K
|
7.44K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.39K+ 25.29% |
$139K - $154K
|
36.6K
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.71K+ 71.92% |
$126K - $140K
|
16K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.65K+ 2.06% |
$106K - $118K
|
279K
$5.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.36K+ 652.43% |
$63.1K - $70.1K
|
3.88K
$79.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
3.35K+ 15.55% |
$62.9K - $69.8K
|
24.9K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.04K+ 19.49% |
$57.2K - $63.4K
|
18.7K
$383K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
2.68K+ 11.67% |
$50.4K - $55.9K
|
25.7K
$527K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.03K+ 1.6% |
$38.1K - $42.3K
|
129K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.32KNew |
$24.8K - $27.5K
|
1.32K
$27.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.29KNew |
$24.2K - $26.9K
|
1.29K
$26.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.24K+ 33.91% |
$23.3K - $25.9K
|
4.9K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13K+ 24.55% |
$21.3K - $23.6K
|
5.75K
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.03KNew |
$19.3K - $21.4K
|
1.03K
$21.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
385New |
$7.23K - $8.03K
|
385
$7.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
362+ 1.68% |
$6.8K - $7.55K
|
21.9K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
354+ 0.97% |
$6.65K - $7.38K
|
36.9K
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
195New |
$3.66K - $4.07K
|
195
$4K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
121+ 3.64% |
$2.27K - $2.52K
|
3.45K
$70.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 1.67% |
$1.54K - $1.71K
|
4.98K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-191- 0.67% |
$3.59K - $3.98K
|
28.3K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-534- 0.91% |
$10K - $11.1K
|
57.9K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.74K- 1.54% |
$51.5K - $57.2K
|
176K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3K- 68.03% |
$56.4K - $62.6K
|
1.41K
$28.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.46K- 0.59% |
$102K - $114K
|
915K
$18.8M
|