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iShares iBonds Dec 2031 Term Corporate ETF (IBDW) Institutional Ownership

iShares iBonds Dec 2031 Term Corporate ETF logo
$20.58
+0.09 (+0.44%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$36.70M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$607.16K
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IBDW Institutional Buying and Selling by Quarter

iShares iBonds Dec 2031 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Arrow Financial Corp679,681$14.42M1.3%+1.3%1.703%
10/31/2024 Confluence Investment Management LLC493,656$10.48M0.1%N/A1.237%
10/31/2024 Montecito Bank & Trust36,579$776K0.1%+47.1%0.092%
10/29/2024 Janney Montgomery Scott LLC337,146$7.15M0.0%+5.8%0.845%
10/29/2024 Princeton Global Asset Management LLC6,562$139K0.0%+112.4%0.016%
10/29/2024 Farther Finance Advisors LLC4,334$92K0.0%N/A0.011%
10/23/2024 Lyell Wealth Management LP165,800$3.52M0.3%+501.8%0.416%
10/16/2024 Buffington Mohr McNeal642,523$13.63M2.2%+4.0%1.610%
10/9/2024 Adirondack Trust Co.55,942$1.19M0.5%+43.8%0.140%
8/28/2024Farmers National Bank33,468$679K0.2%+8.9%0.084%
8/15/2024Peloton Wealth Strategists120,000$2.44M1.0%+10.6%0.301%
8/8/2024 Lyell Wealth Management LP27,550$559K0.1%+42.9%0.069%
8/8/2024Parallel Advisors LLC135,011$2.74M0.1%+7.6%0.338%
7/30/2024Arrow Financial Corp670,910$13.61M1.3%+2.3%1.681%
7/18/2024Timber Creek Capital Management LLC25,963$527K0.2%-2.0%0.065%
7/17/2024 Montecito Bank & Trust24,873$505K0.1%+66.6%0.062%
7/17/2024 Archford Capital Strategies LLC116,283$2.36M0.4%+4.7%0.291%
7/15/2024Newman Dignan & Sheerar Inc.10,685$217K0.1%N/A0.027%
7/11/2024 Buffington Mohr McNeal617,686$12.53M2.2%+2.0%1.548%
7/9/2024 Adirondack Trust Co.38,893$789K0.3%-42.5%0.097%
7/1/2024 Bank of New Hampshire30,175$612K0.2%-1.9%0.076%
5/21/2024Arrow Financial Corp655,960$13.44M1.3%+3.4%1.644%
5/17/2024Comerica Bank26,462$542K0.0%+64.9%0.066%
5/1/2024 Janney Montgomery Scott LLC290,725$5.96M0.0%+15.9%0.744%
4/24/2024 Archford Capital Strategies LLC111,060$2.28M0.4%+5.4%0.284%
4/18/2024 Buffington Mohr McNeal605,621$12.41M2.2%+11.4%3.204%
4/17/2024 Gradient Capital Advisors LLC32,827$673K0.2%+25.4%0.174%
4/11/2024 Roble Belko & Company Inc10,261$210K0.0%+37.9%0.054%
4/10/2024 Bank of New Hampshire30,775$631K0.2%+23.6%0.163%
4/9/2024 Montecito Bank & Trust14,934$306K0.1%N/A0.079%
4/9/2024 Adirondack Trust Co.67,691$1.39M0.6%+8.3%0.358%
4/3/2024Timber Creek Capital Management LLC26,489$543K0.2%+3.2%0.140%
3/29/2024 Adirondack Trust Co.62,516$1.27M0.6%+66.3%0.331%
2/16/2024Peloton Wealth Strategists102,500$2.13M0.9%+192.9%0.542%
2/12/2024Arrow Financial Corp634,199$13.17M1.4%+9.8%3.356%
2/12/2024Parallel Advisors LLC71,830$1.49M0.0%N/A0.380%
2/8/2024 Janney Montgomery Scott LLC250,757$5.21M0.0%+11.8%1.327%
2/2/2024 Bank of New Hampshire24,900$517K0.1%+15.5%0.132%
2/2/2024 Lyell Wealth Management LP12,725$264K0.0%N/A0.067%
2/1/2024 Roble Belko & Company Inc7,440$155K0.0%N/A0.039%
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2/1/2024 Gradient Capital Advisors LLC26,188$544K0.2%N/A0.139%
1/30/2024 Buffington Mohr McNeal543,518$11.29M2.3%+129.5%2.876%
1/26/2024 Sandy Spring Bank168,132$3.49M0.2%+15.6%0.890%
1/24/2024Private Trust Co. NA1,290$27K0.0%N/A0.007%
1/12/2024 Archford Capital Strategies LLC105,384$2.19M0.4%+68.2%0.558%
1/11/2024Timber Creek Capital Management LLC25,673$533K0.2%+11.7%0.136%
11/14/2023Peloton Wealth Strategists35,000$678K0.3%+116.0%0.185%
11/13/2023 Cary Street Partners Investment Advisory LLC1,510$29K0.0%N/A0.008%
11/8/2023 Janney Montgomery Scott LLC224,284$4.35M0.0%+46.0%1.187%
11/8/2023Dorsey & Whitney Trust CO LLC17,500$339K0.0%N/A0.093%
10/31/2023 Adirondack Trust Co.37,584$728K0.4%+72.5%0.199%
10/30/2023 Sandy Spring Bank145,436$2.82M0.2%+26.3%0.770%
10/27/2023 Archford Capital Strategies LLC62,646$1.21M0.2%+6.4%0.331%
10/25/2023 Buffington Mohr McNeal236,807$4.59M1.0%N/A1.253%
10/24/2023Bank of New York Mellon Corp119,166$2.31M0.0%+3.5%0.631%
10/18/2023Timber Creek Capital Management LLC22,990$446K0.2%-2.8%0.122%
10/10/2023 Bank of New Hampshire21,550$418K0.1%+43.7%0.114%
8/10/2023Peloton Wealth Strategists16,200$328K0.1%N/A0.093%
8/9/2023Arrow Financial Corp399,775$8.10M1.0%+13.0%2.298%
8/4/2023 Sandy Spring Bank115,190$2.34M0.1%+64.9%0.662%
8/3/2023Bank of New York Mellon Corp115,131$2.33M0.0%+7.2%0.662%
8/2/2023 Archford Capital Strategies LLC58,893$1.19M0.2%+24.9%0.338%
7/28/2023 Bank of New Hampshire15,000$304K0.1%N/A0.086%
7/26/2023 Janney Montgomery Scott LLC153,641$3.11M0.0%N/A0.883%
7/20/2023Timber Creek Capital Management LLC23,641$479K0.2%-2.4%0.136%
5/15/2023 Cary Street Partners Asset Management LLC1,510$31K0.0%N/A0.011%
5/5/2023 Sandy Spring Bank69,870$1.44M0.1%+127.6%0.506%
5/3/2023Arrow Financial Corp353,664$7.30M1.0%+22.0%2.563%
3/6/2023OLD Mission Capital LLC102,537$2.04M0.1%N/A1.115%
2/10/2023 Sandy Spring Bank30,700$611K0.0%+86.9%0.334%
2/2/2023Arrow Financial Corp289,959$5.77M0.8%+310.1%3.152%
1/26/2023 Archford Capital Strategies LLC44,930$894K0.2%N/A0.488%
1/23/2023Timber Creek Capital Management LLC24,224$482K0.2%N/A0.278%
1/5/2023Capital Investment Advisors LLC86,512$1.72M0.1%-1.6%1.116%
11/15/2022 Little House Capital LLC39,567$772K0.4%+8.9%0.740%
11/7/2022Arrow Financial Corp70,700$1.38M0.2%+107.6%1.321%
11/2/2022 Sandy Spring Bank16,430$321K0.0%-32.1%0.307%
10/5/2022Capital Investment Advisors LLC87,945$1.72M0.1%-2.1%1.759%
10/3/2022 Confluence Investment Management LLC215,579$4.21M0.1%+3.5%4.900%
8/5/2022 Iowa State Bank12,265$255K0.1%N/A0.279%
7/25/2022Arrow Financial Corp34,059$708K0.1%-15.5%0.774%
7/21/2022 Sandy Spring Bank24,205$504K0.0%-5.5%0.605%
7/6/2022Capital Investment Advisors LLC89,837$1.87M0.1%-2.2%2.246%
7/6/2022 Confluence Investment Management LLC208,280$4.33M0.1%N/A5.207%
5/3/2022 Sandy Spring Bank25,615$583K0.0%+98.9%0.765%
4/26/2022Arrow Financial Corp40,306$917K0.1%+1,193.9%1.414%
4/13/2022Capital Investment Advisors LLC91,831$2.09M0.1%N/A5.402%
1/28/2022Arrow Financial Corp3,115$78K0.0%N/A0.249%
(Data available from 1/1/2016 forward)

IBDW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDW shares?

During the previous two years, 28 institutional investors and hedge funds held shares of iShares iBonds Dec 2031 Term Corporate ETF. The most heavily invested institutionals were Arrow Financial Corp ($14.42M), Buffington Mohr McNeal ($13.63M), Confluence Investment Management LLC ($10.48M), Janney Montgomery Scott LLC ($7.15M), Lyell Wealth Management LP ($3.52M), Sandy Spring Bank ($3.49M), and Parallel Advisors LLC ($2.74M).Learn more on IBDW's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2031 Term Corporate ETF stock?

Of the 27 institutional investors that purchased iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Buffington Mohr McNeal ($642.52K), Confluence Investment Management LLC ($493.66K), Arrow Financial Corp ($467.63K), Janney Montgomery Scott LLC ($309.13K), Lyell Wealth Management LP ($159.25K), Sandy Spring Bank ($151.70K), and Archford Capital Strategies LLC ($114.08K).

How much institutional buying is happening at iShares iBonds Dec 2031 Term Corporate ETF?

Institutional investors have bought a total of 2,905,485 shares in the last 24 months. This purchase volume represents approximately $59.45M in transactions.

Which iShares iBonds Dec 2031 Term Corporate ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2031 Term Corporate ETF stock in the last 24 months: Adirondack Trust Co. ($28.80K), Timber Creek Capital Management LLC ($1.77K), Capital Investment Advisors LLC ($1.43K), and Bank of New Hampshire ($600.00).

How much institutional selling is happening at iShares iBonds Dec 2031 Term Corporate ETF?

Institutional investors have sold a total of 32,598 shares in the last 24 months. This volume of shares sold represents approximately $660.24K in transactions.


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This page (NYSEARCA:IBDW) was last updated on 11/4/2024 by MarketBeat.com Staff
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