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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 02, 2025 Q4 2024	Confluence Investment Management LLC	BUY	-	2.96K + 0.6%	$60K - $62.7K	497K $10.3M
Jan 29, 2025 Q4 2024	Gradient Capital Advisors, LLC	BUY	-	2.87K + 8.3%	$58.3K - $60.9K	37.5K $777K
Feb 07, 2025 Q4 2024	Avantax Advisory Services, Inc.	BUY	-	2.79K + 23.26%	$56.6K - $59.2K	14.8K $307K
Feb 07, 2025 Q4 2024	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	2.59K + 3.77%	$52.6K - $55K	71.3K $1.48M
Mar 17, 2025 Q4 2024	Wealth Enhancement Advisory Services, LLC	BUY	-	2.56K + 4.97%	$51.9K - $54.3K	54.1K $1.12M
Feb 14, 2025 Q4 2024	Coldstream Capital Management Inc	BUY	-	2.54K + 3.47%	$51.4K - $53.7K	75.6K $1.57M
Feb 14, 2025 Q4 2024	Comerica Bank	BUY	-	2.51K + 9.29%	$50.8K - $53.1K	29.5K $611K
Jan 16, 2025 Q4 2024	First United Bank & Trust	BUY	-	2.31K New	$46.8K - $48.9K	2.31K $47.8K
Jan 27, 2025 Q4 2024	Nova Point Capital, LLC	BUY	-	2.23K + 4.57%	$45.2K - $47.3K	51K $1.06M
Feb 10, 2025 Q4 2024	Van Hulzen Asset Management, LLC	BUY	-	2.18K New	$44.1K - $46.1K	2.18K $45.1K
Jan 17, 2025 Q4 2024	Mcf Advisors LLC Covington, KY	BUY	-	2.12K + 1.55%	$42.9K - $44.9K	139K $2.88M
Feb 14, 2025 Q4 2024	10 Elms LLP Tulsa, OK	BUY	-	2K New	$40.6K - $42.4K	2K $41.4K
Feb 12, 2025 Q4 2024	Thoroughbred Financial Services, LLC	BUY	-	1.91K + 20.13%	$38.7K - $40.4K	11.4K $236K
Feb 04, 2025 Q4 2024	Cwm, LLC	BUY	-	1.74K + 1.47%	$35.3K - $36.9K	120K $2.48M
Jan 27, 2025 Q4 2024	Stratos Wealth Partners, Ltd.	BUY	-	1.65K + 1.46%	$33.4K - $34.9K	114K $2.37M
Jan 13, 2025 Q4 2024	Quantum Financial Advisors, LLC Manhattan Beach, CA	BUY	-	1.61K + 1.9%	$32.7K - $34.1K	86.3K $1.79M
Feb 13, 2025 Q4 2024	Stifel Financial Corp St. Louis, MO	BUY	-	1.54K + 3.67%	$31.2K - $32.6K	43.4K $900K
Jan 30, 2025 Q4 2024	Newman Dignan & Sheerar, Inc.	BUY	-	1.22K + 8.28%	$24.8K - $25.9K	16K $332K
Feb 14, 2025 Q4 2024	Ancora Advisors, LLC Cleveland, OH	BUY	-	1.2K New	$24.2K - $25.3K	1.2K $24.8K
Feb 14, 2025 Q4 2024	Cambridge Investment Research Advisors, Inc.	BUY	-	956 + 6.48%	$19.4K - $20.3K	15.7K $325K
Feb 04, 2025 Q4 2024	Oppenheimer & CO Inc New York, NY	BUY	-	915 + 2.32%	$18.6K - $19.4K	40.4K $837K
Jan 31, 2025 Q4 2024	Venturi Wealth Management, LLC Austin, TX	BUY	-	800 New	$16.2K - $17K	800 $16.6K
Feb 10, 2025 Q4 2024	Harbour Investments, Inc. Madison, WI	BUY	-	694 + 13.49%	$14.1K - $14.7K	5.84K $121K
Feb 14, 2025 Q4 2024	Coppell Advisory Solutions LLC Coppell, TX	BUY	-	628 New	$12.7K - $13.3K	628 $13K
Jan 29, 2025 Q4 2024	Hemington Wealth Management	BUY	-	500 + 82.78%	$10.1K - $10.6K	1.1K $22.9K
Jan 31, 2025 Q4 2024	Global Retirement Partners, LLC	BUY	-	497 New	$10.1K - $10.5K	497 $10.3K
Feb 05, 2025 Q4 2024	Noble Wealth Management Pbc Greenwood Village, CO	BUY	-	450 New	$9.13K - $9.54K	450 $9.32K
Jan 13, 2025 Q4 2024	Brookstone Capital Management	BUY	-	439 + 1.65%	$8.9K - $9.31K	27K $560K
Feb 14, 2025 Q4 2024	Integrated Wealth Concepts LLC	BUY	-	413 + 1.54%	$8.38K - $8.76K	27.2K $563K
Jan 30, 2025 Q4 2024	Allworth Financial LP	BUY	-	400 + 38.95%	$8.11K - $8.48K	1.43K $29.6K
Jan 14, 2025 Q4 2024	Safeguard Financial, LLC	BUY	-	359 + 1.58%	$7.28K - $7.61K	23.1K $478K
Jan 17, 2025 Q4 2024	Johnson Bixby & Associates, LLC	BUY	-	166 + 1.65%	$3.37K - $3.52K	10.2K $212K
Feb 07, 2025 Q4 2024	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	98 + 2.26%	$1.99K - $2.08K	4.43K $91.8K
Jan 24, 2025 Q4 2024	Princeton Global Asset Management LLC	BUY	-	80 + 1.22%	$1.62K - $1.7K	6.64K $138K
Feb 05, 2025 Q4 2024	Spectrum Wealth Counsel, LLC Indianapolis, IN	BUY	-	66 + 0.24%	$1.34K - $1.4K	27.3K $565K
Jan 31, 2025 Q4 2024	Kestra Investment Management, LLC Austin, TX	BUY	-	39 New	$791 - $827	39 $808
Feb 13, 2025 Q4 2024	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	0 New	$0 - $0	0 $0
Feb 13, 2025 Q4 2024	Mml Investors Services, LLC Springfield, MA	SELL	-	-297 - 0.8%	$6.02K - $6.3K	36.7K $761K
Feb 04, 2025 Q4 2024	Addison Advisors LLC	SELL	-	-500 - 5.8%	$10.1K - $10.6K	8.12K $168K
Jan 17, 2025 Q4 2024	Mutual Advisors, LLC Casper, WY	SELL	-	-1K - 2.86%	$20.3K - $21.2K	34K $705K
Jan 21, 2025 Q4 2024	Archford Capital Strategies, LLC	SELL	-	-1.36K - 1.19%	$27.6K - $28.8K	113K $2.34M
Feb 06, 2025 Q4 2024	Steward Partners Investment Advisory, LLC	SELL	-	-2.08K - 62.52%	$42.2K - $44.1K	1.25K $25.9K
Feb 14, 2025 Q4 2024	Captrust Financial Advisors Raleigh, NC	SELL	-	-2.11K - 4.93%	$42.8K - $44.7K	40.7K $843K
Feb 04, 2025 Q4 2024	Keeler T Homas Management LLC	SELL	-	-2.13K - 0.74%	$43.3K - $45.2K	285K $5.92M
Jan 17, 2025 Q4 2024	Greater Midwest Financial Group, LLC St. Paul, MN	SELL	-	-3.94K - 13.7%	$79.9K - $83.5K	24.8K $514K
Jan 30, 2025 Q4 2024	Little House Capital LLC Braintree, MA	SELL	-	-5.78K - 9.84%	$117K - $122K	52.9K $1.1M
Feb 11, 2025 Q4 2024	Fortis Capital Management LLC	SELL	-	-8.46K - 11.07%	$172K - $179K	68K $1.41M
Jan 13, 2025 Q4 2024	Mendota Financial Group, LLC Madison, WI	SELL	-	-8.65K - 18.31%	$176K - $183K	38.6K $800K
Feb 13, 2025 Q4 2024	Rockefeller Capital Management L.P. New York, NY	SELL	-	-9.59K - 1.57%	$194K - $203K	602K $12.5M
Jan 21, 2025 Q4 2024	Precedent Wealth Partners, LLC Houston, TX	SELL	-	-10.1K - 6.4%	$204K - $213K	147K $3.05M

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Value

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2031 Ter (IBDW)

2.96K

2.87K

2.79K

2.59K

2.56K

2.54K

2.51K

2.31K

2.23K

2.18K

2.12K

2K

1.91K

1.74K

1.65K

1.61K

1.54K

1.22K

1.2K

956

915

800

694

628

500

497

450

439

413

400

359

166

98

80

66

39

0

-297

-500

-1K

-1.36K

-2.08K

-2.11K

-2.13K

-3.94K

-5.78K

-8.46K

-8.65K

-9.59K

-10.1K

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