Latest Institutional Transactions on Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.43K+ 2.5% |
$110K - $115K
|
223K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
400+ 38.95% |
$8.11K - $8.48K
|
1.43K
$29.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.78K- 9.84% |
$117K - $122K
|
52.9K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.22K+ 8.28% |
$24.8K - $25.9K
|
16K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.3K+ 1.69% |
$67K - $70K
|
199K
$4.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5.25KNew |
$106K - $111K
|
5.25K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
500+ 82.78% |
$10.1K - $10.6K
|
1.1K
$22.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
28.2KNew |
$571K - $597K
|
28.2K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
10.3K+ 38.59% |
$208K - $217K
|
36.8K
$757K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 8.3% |
$58.3K - $60.9K
|
37.5K
$772K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
47.4K+ 40.0% |
$961K - $1M
|
166K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.65K+ 1.46% |
$33.4K - $34.9K
|
114K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.23K+ 4.57% |
$45.2K - $47.3K
|
51K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
80+ 1.22% |
$1.62K - $1.7K
|
6.64K
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.35K+ 193.52% |
$108K - $113K
|
8.11K
$167K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1K+ 74.81% |
$205K - $214K
|
23.6K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 47.06% |
$213K - $222K
|
32.8K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.5KNew |
$91.3K - $95.4K
|
4.5K
$92.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.7KNew |
$277K - $290K
|
13.7K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
19.2K+ 3.0% |
$390K - $408K
|
662K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.72K+ 79.63% |
$177K - $185K
|
19.7K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.36K- 1.19% |
$27.6K - $28.8K
|
113K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.1K- 6.4% |
$204K - $213K
|
147K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.12K+ 1.55% |
$42.9K - $44.9K
|
139K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 5.17% |
$354K - $370K
|
355K
$7.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
45K+ 80.39% |
$912K - $953K
|
101K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1K- 2.86% |
$20.3K - $21.2K
|
34K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
166+ 1.65% |
$3.37K - $3.52K
|
10.2K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
12.8KNew |
$259K - $270K
|
12.8K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.08K+ 5.3% |
$62.4K - $65.3K
|
61.1K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-3.94K- 13.7% |
$79.9K - $83.5K
|
24.8K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
20.1K+ 17.88% |
$408K - $427K
|
133K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.31KNew |
$46.8K - $48.9K
|
2.31K
$47.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2K+ 60.0% |
$268K - $280K
|
35.2K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
36.6K+ 99.89% |
$743K - $777K
|
73.3K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 3.96% |
$169K - $177K
|
219K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.5K+ 12.67% |
$355K - $371K
|
156K
$3.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
11.2K+ 6.8% |
$226K - $237K
|
175K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.9KNew |
$79.1K - $82.7K
|
3.9K
$80.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 21.96% |
$177K - $185K
|
48.5K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.87K+ 32.48% |
$98.8K - $103K
|
19.9K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.4K- 15.0% |
$231K - $242K
|
64.6K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
359+ 1.58% |
$7.28K - $7.61K
|
23.1K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
439+ 1.65% |
$8.9K - $9.31K
|
27K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
354K+ 16.06% |
$7.17M - $7.5M
|
2.55M
$52.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.61K+ 1.9% |
$32.7K - $34.1K
|
86.3K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.65K- 18.31% |
$176K - $183K
|
38.6K
$794K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
37.5KNew |
$760K - $794K
|
37.5K
$771K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12K+ 10.93% |
$243K - $254K
|
122K
$2.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.84K+ 22.67% |
$139K - $145K
|
37K
$761K
|