Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
354K+ 16.06% |
$7.17M - $7.5M
|
2.55M
$52M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
45K+ 80.39% |
$912K - $953K
|
101K
$2.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
37.5KNew |
$760K - $794K
|
37.5K
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
36.6K+ 99.89% |
$743K - $777K
|
73.3K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
20.1K+ 17.88% |
$408K - $427K
|
133K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.5K+ 12.67% |
$355K - $371K
|
156K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 5.17% |
$354K - $370K
|
355K
$7.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2K+ 60.0% |
$268K - $280K
|
35.2K
$717K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12K+ 10.93% |
$243K - $254K
|
122K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
11.2K+ 6.8% |
$226K - $237K
|
175K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 21.96% |
$177K - $185K
|
48.5K
$988K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 3.96% |
$169K - $177K
|
219K
$4.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.84K+ 22.67% |
$139K - $145K
|
37K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.87K+ 32.48% |
$98.8K - $103K
|
19.9K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.9KNew |
$79.1K - $82.7K
|
3.9K
$79.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.96K+ 0.6% |
$60K - $62.7K
|
497K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.31KNew |
$46.8K - $48.9K
|
2.31K
$47K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.12K+ 1.55% |
$42.9K - $44.9K
|
139K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.61K+ 1.9% |
$32.7K - $34.1K
|
86.3K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
439+ 1.65% |
$8.9K - $9.31K
|
27K
$551K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
359+ 1.58% |
$7.28K - $7.61K
|
23.1K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 2.86% |
$20.3K - $21.2K
|
34K
$693K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.65K- 18.31% |
$176K - $183K
|
38.6K
$786K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.4K- 15.0% |
$231K - $242K
|
64.6K
$1.31M
|