Latest Institutional Purchases of Ishares Tr Ibonds Dec 2031 Ter (IBDW)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2031 Ter (IBDW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$2.06M
|
|
|
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 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
19.2K+ 3.0% |
$390K - $408K
|
662K
$13.5M
|
|
|
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 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
13.7KNew |
$277K - $290K
|
13.7K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.2K+ 60.0% |
$268K - $280K
|
35.2K
$717K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
12.8KNew |
$259K - $270K
|
12.8K
$260K
|
|
|
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 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 47.06% |
$213K - $222K
|
32.8K
$668K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.1K+ 74.81% |
$205K - $214K
|
23.6K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.74K+ 21.96% |
$177K - $185K
|
48.5K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.72K+ 79.63% |
$177K - $185K
|
19.7K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.35K+ 3.96% |
$169K - $177K
|
219K
$4.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
6.84K+ 22.67% |
$139K - $145K
|
37K
$754K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.35K+ 193.52% |
$108K - $113K
|
8.11K
$165K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.87K+ 32.48% |
$98.8K - $103K
|
19.9K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.5KNew |
$91.3K - $95.4K
|
4.5K
$91.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.9KNew |
$79.1K - $82.7K
|
3.9K
$79.4K
|
|
|
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
|
|
|
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
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
166+ 1.65% |
$3.37K - $3.52K
|
10.2K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
80+ 1.22% |
$1.62K - $1.7K
|
6.64K
$135K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
978K+ 38.02% |
$19.7M - $20.8M
|
3.55M
$72.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
293K+ 84.79% |
$5.9M - $6.24M
|
639K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
285K+ 27.99% |
$5.73M - $6.06M
|
1.3M
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
270K+ 111.15% |
$5.44M - $5.76M
|
514K
$10.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
263K+ 15.68% |
$5.29M - $5.6M
|
1.94M
$39.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 11.76% |
$4.57M - $4.83M
|
2.16M
$43.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 8.15% |
$3.29M - $3.48M
|
2.17M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
157K+ 495.5% |
$3.16M - $3.34M
|
189K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151K+ 60.56% |
$3.04M - $3.21M
|
400K
$8.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
148K+ 29.4% |
$2.98M - $3.15M
|
651K
$13.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
138K+ 501.81% |
$2.78M - $2.94M
|
166K
$3.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132K+ 3.77% |
$2.65M - $2.8M
|
3.63M
$73.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
125K+ 10.03% |
$2.51M - $2.65M
|
1.37M
$27.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
115K+ 17.51% |
$2.32M - $2.45M
|
774K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 25.44% |
$2.02M - $2.13M
|
494K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
94.6K+ 301.12% |
$1.9M - $2.01M
|
126K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
80.6K+ 9.32% |
$1.62M - $1.71M
|
945K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78K+ 57.79% |
$1.57M - $1.66M
|
213K
$4.34M
|
|