Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
459+ 1.57% |
$9.11K - $9.38K
|
29.6K
$605K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
125+ 1.28% |
$2.48K - $2.56K
|
9.92K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 0.32% |
$2.3K - $2.37K
|
36.5K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86+ 0.45% |
$1.71K - $1.76K
|
19.4K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 1.28% |
$1.27K - $1.31K
|
5.08K
$104K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41+ 1.35% |
$813 - $838
|
3.07K
$62.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23+ 0.16% |
$456 - $470
|
14.7K
$301K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.08% |
$179 - $184
|
11.1K
$227K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-344- 1.3% |
$6.82K - $7.03K
|
26.1K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-346- 20.87% |
$6.86K - $7.07K
|
1.31K
$26.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-526- 1.99% |
$10.4K - $10.8K
|
26K
$531K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 1.95% |
$11.9K - $12.3K
|
30.2K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.38K- 96.04% |
$27.5K - $28.3K
|
57
$1.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.49K- 0.51% |
$29.6K - $30.5K
|
289K
$5.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.21K- 15.74% |
$43.9K - $45.3K
|
11.9K
$242K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-2.9K- 8.99% |
$57.5K - $59.3K
|
29.4K
$600K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3.41K- 1.65% |
$67.6K - $69.7K
|
203K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.03K- 11.17% |
$99.7K - $103K
|
40K
$817K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-5.33K- 2.59% |
$106K - $109K
|
201K
$4.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-7.72K- 3.36% |
$153K - $158K
|
222K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 17.3% |
$263K - $271K
|
63.4K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24.9K- 44.04% |
$493K - $508K
|
31.6K
$645K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-28.8K- 42.54% |
$571K - $589K
|
38.9K
$795K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.9K- 3.23% |
$672K - $693K
|
1.02M
$20.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45K- 3.89% |
$893K - $920K
|
1.11M
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-48.2K- 5.54% |
$956K - $985K
|
821K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.6K- 5.74% |
$1.04M - $1.08M
|
864K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-131K- 6.15% |
$2.61M - $2.69M
|
2.01M
$41M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-450K- 42.34% |
$8.93M - $9.2M
|
613K
$12.5M
|