Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBDR) 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 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 169.54% |
N/A
|
72.8K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
10.6K+ 15.12% |
N/A
|
81K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
132+ 11.05% |
N/A
|
1.33K
$31.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
207+ 1.75% |
N/A
|
12K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4K+ 7.48% |
N/A
|
57.4K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
15.4K+ 11.32% |
N/A
|
151K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
128K+ 79.65% |
N/A
|
289K
$6.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
135K+ 6.5% |
N/A
|
2.22M
$52.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
15.7K+ 48.36% |
N/A
|
48.3K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
N/A
|
23.9K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
77.7K+ 20.97% |
N/A
|
448K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
31.5K+ 19.43% |
N/A
|
194K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
85.9K+ 28.69% |
N/A
|
385K
$9.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
15.1K+ 29.59% |
N/A
|
65.9K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.08K+ 9.47% |
N/A
|
24K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.08K+ 1.02% |
N/A
|
404K
$9.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.7KNew |
N/A
|
6.7K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
35+ 0.16% |
N/A
|
21.3K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
145K+ 13.75% |
N/A
|
1.2M
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.07K+ 4.33% |
N/A
|
49.8K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
20.5K+ 65.59% |
N/A
|
51.8K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.97K- 32.49% |
N/A
|
18.6K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
N/A
|
155K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.19K+ 19.42% |
N/A
|
38.1K
$904K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.07% |
N/A
|
14.3K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.31K+ 8.73% |
N/A
|
41.2K
$979K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
297+ 1.42% |
N/A
|
21.2K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-31.8K- 18.44% |
N/A
|
141K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152K+ 19.98% |
N/A
|
910K
$21.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.73K+ 64.63% |
N/A
|
17.1K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2K+ 23.84% |
N/A
|
10.4K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.8K+ 11.29% |
N/A
|
17.7K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
66.5K+ 14.42% |
N/A
|
528K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-9.46K- 7.31% |
N/A
|
120K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
55.5K+ 45.56% |
N/A
|
177K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
25.5K+ 8.55% |
N/A
|
323K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 0.77% |
N/A
|
1.31K
$31K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
39.8K+ 7.86% |
N/A
|
546K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
991+ 0.19% |
N/A
|
520K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
72+ 5.84% |
N/A
|
1.31K
$31K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 1.26% |
N/A
|
1.68K
$39.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.4K+ 2.71% |
N/A
|
395K
$9.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.14% |
N/A
|
18.7K
$445K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
79.2K+ 8.99% |
N/A
|
960K
$22.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
183KNew |
N/A
|
183K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.11K+ 17.27% |
N/A
|
34.7K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
142KNew |
N/A
|
142K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
596+ 0.9% |
N/A
|
66.6K
$1.58M
|