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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-6.24K- 18.65% |
$117K - $130K
|
27.2K
$558K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-22.3K- 12.51% |
$419K - $465K
|
156K
$3.2M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-30.1K- 16.92% |
$565K - $627K
|
148K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-89.8K- 56.07% |
$1.69M - $1.87M
|
70.3K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-202K- 15.62% |
$3.79M - $4.21M
|
1.09M
$22.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-340K- 17.59% |
$6.38M - $7.08M
|
1.59M
$32.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-646K- 33.81% |
$12.1M - $13.5M
|
1.26M
$25.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-947K- 47.76% |
$17.8M - $19.7M
|
1.04M
$21.2M
|