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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 12, 2022
Q3 2022
|
Swm Advisors
|
BUY
|
- |
10KNew |
$233K - $244K
|
10K
$238K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$607K - $639K
|
26K
$618K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-24.2KClosed |
$565K - $595K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.36KClosed |
$31.7K - $33.4K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.28MClosed |
$170M - $179M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7KClosed |
$163K - $172K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$5.83K - $6.14K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
848KNew |
$19.8M - $20.8M
|
848K
$20.1M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-52.3KClosed |
$1.28M - $1.36M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134Closed |
$3.28K - $3.48K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99+ 1.16% |
$2.42K - $2.57K
|
8.64K
$205K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-14.4KClosed |
$353K - $374K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-65.1KClosed |
$1.6M - $1.69M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-19.6KClosed |
$480K - $510K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-172Closed |
$4.47K - $4.56K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26 - $26.5
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-102Closed |
$2.7K - $2.73K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-46Closed |
$1.22K - $1.23K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
2.17KNew |
$57.3K - $57.9K
|
2.17K
$51.4K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-5.33KClosed |
$140K - $142K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-348Closed |
$9.15K - $9.29K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-18.9KClosed |
$498K - $506K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-26.7KClosed |
$701K - $723K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.29KClosed |
$139K - $143K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-541KClosed |
$14.2M - $14.6M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-39K- 74.1% |
$1.04M - $1.06M
|
13.6K
$324K
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7KClosed |
$187K - $190K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-14.9KClosed |
$396K - $402K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
9.07KNew |
$242K - $245K
|
9.07K
$215K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.69K+ 212.7% |
$113K - $125K
|
6.9K
$164K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-6.24KClosed |
$151K - $167K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.22MClosed |
$29.6M - $32.7M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-265Closed |
$6.41K - $7.09K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-457Closed |
$11.1K - $12.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-7.93KClosed |
$176K - $210K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-864Closed |
$19.2K - $22.9K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.42KClosed |
$35.3K - $36.5K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.16KClosed |
$53.6K - $55.4K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55New |
$1.27K - $1.3K
|
55
$1.31K
|
|
|
Aug 06, 2018
Q2 2018
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20.7KNew |
$478K - $490K
|
20.7K
$492K
|
|
| Q1 2018 | |||||||
|
Apr 11, 2018
Q1 2018
|
Gradient Investments LLC
|
SELL
|
- |
-569Closed |
$13.3K - $13.9K
|
0
$0
|
|