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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
29.9K+ 1.46% |
$693K - $716K
|
2.08M
$49.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
10KNew |
$232K - $240K
|
10K
$238K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2KNew |
$46.3K - $47.8K
|
2K
$47.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
297New |
$6.88K - $7.1K
|
297
$7.05K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.18K+ 33.44% |
$73.7K - $76.1K
|
12.7K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$245K - $253K
|
10.6K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.8KNew |
$480K - $496K
|
20.8K
$493K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 83.26% |
$46.3K - $47.8K
|
402
$9.55K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
346New |
$8.05K - $8.17K
|
346
$8.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-431- 36.22% |
$10K - $10.2K
|
759
$18K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-762- 5.23% |
$17.7K - $18K
|
13.8K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-742- 7.65% |
$17.3K - $17.5K
|
8.95K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.29K+ 12.93% |
$29.9K - $30.3K
|
11.2K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.3KNew |
$450K - $456K
|
19.3K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.17KNew |
$50.5K - $51.2K
|
2.17K
$51.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
CALL |
67.2KNew |
$1.57M - $1.59M
|
67.2K
$1.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
300New |
$6.98K - $7.08K
|
300
$7.13K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.15KNew |
$26.9K - $27.2K
|
1.15K
$27.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4KNew |
$265K - $269K
|
11.4K
$271K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.63KNew |
$131K - $133K
|
5.63K
$134K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.78KNew |
$88.4K - $90K
|
3.78K
$89.7K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.33K+ 0.86% |
$31.2K - $31.7K
|
156K
$3.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54.3K+ 5.76% |
$1.27M - $1.29M
|
996K
$23.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.45K- 15.68% |
$34K - $34.6K
|
7.8K
$185K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-24.3K- 26.51% |
$569K - $579K
|
67.4K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$243K - $247K
|
10.4K
$246K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
850New |
$19.9K - $20.3K
|
850
$20.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
45.6K+ 226.36% |
$1.07M - $1.09M
|
65.7K
$1.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-948- 2.92% |
$22.2K - $22.6K
|
31.5K
$748K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.55KNew |
$105K - $108K
|
4.55K
$108K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.54KNew |
$198K - $204K
|
8.54K
$203K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
102KNew |
$2.35M - $2.42M
|
102K
$2.41M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.58KNew |
$222K - $229K
|
9.58K
$228K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$846K - $873K
|
36.6K
$869K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
630New |
$14.6K - $15K
|
630
$15K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
16KNew |
$367K - $378K
|
16K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
58.9K+ 132.22% |
$1.35M - $1.39M
|
104K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$91.6 - $94.4
|
4
$95
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48KNew |
$34K - $35K
|
1.48K
$35.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.73KNew |
$200K - $206K
|
8.73K
$207K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
17KNew |
$390K - $402K
|
17K
$404K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
850New |
$19.5K - $20.1K
|
850
$20.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1K- 33.33% |
$22.9K - $23.6K
|
2K
$47.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-157K- 94.75% |
$3.64M - $3.82M
|
8.7K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
917New |
$21.3K - $22.3K
|
917
$21.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
268KNew |
$6.22M - $6.52M
|
268K
$6.37M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-69.3K- 77.04% |
$1.61M - $1.69M
|
20.6K
$490K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.2K+ 20.91% |
$74.2K - $77.8K
|
18.5K
$439K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-231KClosed |
$5.37M - $5.63M
|
0
$0
|
|