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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
73.1KNew |
$1.47M - $1.56M
|
73.1K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
66.3K+ 77.73% |
$1.33M - $1.41M
|
152K
$3.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.3K+ 34.67% |
$1.31M - $1.39M
|
253K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
53K+ 3.39% |
$1.07M - $1.13M
|
1.62M
$33M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52.1K+ 333.43% |
$1.05M - $1.11M
|
67.7K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
47.5K+ 9.36% |
$956K - $1.01M
|
555K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
43.4K+ 57.83% |
$874K - $924K
|
118K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.2K+ 6.85% |
$789K - $835K
|
612K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
37.3KNew |
$751K - $795K
|
37.3K
$762K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.1K+ 22.76% |
$686K - $725K
|
184K
$3.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
29.4K+ 291.8% |
$591K - $625K
|
39.5K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.2K+ 9.56% |
$587K - $620K
|
334K
$6.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.8K+ 4.76% |
$579K - $612K
|
633K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.6K+ 13.27% |
$575K - $608K
|
244K
$4.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
27.7K+ 23.08% |
$557K - $589K
|
148K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
26.5K+ 42.82% |
$532K - $563K
|
88.3K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
24.6K+ 3.87% |
$495K - $523K
|
660K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.5K+ 116.26% |
$453K - $479K
|
41.9K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 107.98% |
$433K - $457K
|
41.4K
$845K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.8K+ 40.44% |
$398K - $421K
|
68.7K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.7K+ 6.81% |
$396K - $419K
|
309K
$6.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
15.3KNew |
$308K - $326K
|
15.3K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 13.44% |
$293K - $309K
|
123K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
13.9KNew |
$281K - $297K
|
13.9K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.2K+ 111.46% |
$246K - $260K
|
23.2K
$473K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
11.9KNew |
$240K - $253K
|
11.9K
$243K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11.7K+ 47.06% |
$236K - $249K
|
36.6K
$747K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 117.24% |
$235K - $249K
|
21.6K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.4K+ 45.41% |
$229K - $242K
|
36.5K
$745K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.4KNew |
$229K - $242K
|
11.4K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 12.84% |
$220K - $233K
|
96.1K
$1.96M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.79KNew |
$197K - $208K
|
9.79K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.68KNew |
$195K - $206K
|
9.68K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.1K+ 45.61% |
$183K - $194K
|
29.1K
$593K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.77K+ 1.31% |
$176K - $187K
|
680K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.76K+ 3.82% |
$156K - $165K
|
211K
$4.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.14K+ 10.3% |
$144K - $152K
|
76.5K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.48K+ 6.1% |
$130K - $138K
|
113K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.27K+ 17.17% |
$126K - $133K
|
42.8K
$873K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.19KNew |
$124K - $132K
|
6.19K
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
5.8K+ 3.62% |
$117K - $123K
|
166K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.58K+ 4.24% |
$112K - $119K
|
137K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.29K+ 3.88% |
$106K - $112K
|
141K
$2.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
5.26K+ 12.08% |
$106K - $112K
|
48.8K
$996K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.8K+ 26.57% |
$96.6K - $102K
|
22.9K
$467K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4.52K+ 0.74% |
$91K - $96.3K
|
618K
$12.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.52K+ 3.97% |
$90.9K - $96.1K
|
118K
$2.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.41K+ 42.58% |
$88.6K - $93.8K
|
14.8K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.33KNew |
$87.2K - $92.2K
|
4.33K
$88.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.09K+ 38.29% |
$82.3K - $87.1K
|
14.8K
$302K
|