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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 8.47% |
$362K - $379K
|
229K
$4.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.5K+ 12.67% |
$355K - $371K
|
156K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 5.17% |
$354K - $370K
|
355K
$7.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 73.25% |
$321K - $336K
|
37.5K
$768K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
15.6KNew |
$317K - $331K
|
15.6K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.7KNew |
$277K - $290K
|
13.7K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.6K+ 4.42% |
$277K - $289K
|
322K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.4KNew |
$272K - $285K
|
13.4K
$275K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2K+ 60.0% |
$268K - $280K
|
35.2K
$721K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.2KNew |
$267K - $279K
|
13.2K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
12.8KNew |
$259K - $270K
|
12.8K
$261K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12K+ 10.93% |
$243K - $254K
|
122K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
11.7KNew |
$237K - $247K
|
11.7K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
11.2K+ 6.8% |
$226K - $237K
|
175K
$3.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.3% |
$213K - $222K
|
254K
$5.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 47.06% |
$213K - $222K
|
32.8K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
10.3K+ 38.59% |
$208K - $217K
|
36.8K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.1KNew |
$206K - $215K
|
10.1K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1K+ 74.81% |
$205K - $214K
|
23.6K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1K+ 10.47% |
$204K - $213K
|
106K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9.19K+ 29.18% |
$186K - $195K
|
40.7K
$833K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 21.96% |
$177K - $185K
|
48.5K
$994K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.72K+ 79.63% |
$177K - $185K
|
19.7K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.63K+ 9.78% |
$175K - $183K
|
96.9K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 3.96% |
$169K - $177K
|
219K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
7.35K+ 25.3% |
$149K - $156K
|
36.4K
$746K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.21K+ 2.26% |
$146K - $153K
|
327K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.2K+ 3.82% |
$146K - $153K
|
196K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.86K+ 61.72% |
$139K - $145K
|
18K
$368K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.84K+ 22.67% |
$139K - $145K
|
37K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.29K+ 101.65% |
$128K - $133K
|
12.5K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.05K+ 43.36% |
$123K - $128K
|
20K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.92K+ 9.17% |
$120K - $125K
|
70.4K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.58K+ 4.06% |
$113K - $118K
|
143K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.43K+ 2.5% |
$110K - $115K
|
223K
$4.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.35K+ 193.52% |
$108K - $113K
|
8.11K
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5.25KNew |
$106K - $111K
|
5.25K
$108K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5K+ 13.69% |
$101K - $106K
|
41.5K
$850K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.87K+ 32.48% |
$98.8K - $103K
|
19.9K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.7K+ 6.43% |
$95.2K - $99.6K
|
77.8K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.5KNew |
$91.3K - $95.4K
|
4.5K
$92.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.5K+ 25.71% |
$91.3K - $95.4K
|
22K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.23K+ 16.42% |
$85.8K - $89.7K
|
30K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4K+ 26.14% |
$81.1K - $84.8K
|
19.3K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.9KNew |
$79.1K - $82.7K
|
3.9K
$79.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.3K+ 1.69% |
$67K - $70K
|
199K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.08K+ 5.3% |
$62.4K - $65.3K
|
61.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3.03K+ 10.51% |
$61.4K - $64.2K
|
31.8K
$652K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
2.96K+ 0.6% |
$60K - $62.7K
|
497K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 8.3% |
$58.3K - $60.9K
|
37.5K
$769K
|