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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.25K+ 1.02% |
$29.7K - $29.7K
|
124K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
49.5K+ 45.94% |
$1.17M - $1.17M
|
157K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
413+ 2.66% |
$9.81K - $9.81K
|
15.9K
$379K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.6K+ 6.13% |
$157K - $157K
|
114K
$2.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.37K- 4.02% |
$175K - $175K
|
176K
$4.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
27KNew |
$641K - $641K
|
27K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
9.13K+ 13.41% |
$217K - $217K
|
77.2K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.04K+ 11.93% |
$167K - $167K
|
66.1K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.89KNew |
$235K - $235K
|
9.89K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 9.47% |
$84.2K - $84.2K
|
41K
$973K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.49K+ 75.67% |
$107K - $107K
|
10.4K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-170- 0.11% |
$4.04K - $4.04K
|
155K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4K+ 1.91% |
$94.9K - $94.9K
|
214K
$5.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
534+ 5.09% |
$12.7K - $12.7K
|
11K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
149K+ 10.67% |
$3.54M - $3.54M
|
1.55M
$36.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.65K- 7.26% |
$62.9K - $62.9K
|
33.9K
$804K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.7K+ 33.14% |
$918K - $918K
|
155K
$3.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
91.5K+ 4.59% |
$2.17M - $2.17M
|
2.08M
$49.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
533+ 0.29% |
$12.7K - $12.7K
|
182K
$4.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-11.8K- 1.79% |
$280K - $280K
|
646K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
291New |
$6.91K - $6.91K
|
291
$6.91K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-691- 4.17% |
$16.4K - $16.4K
|
15.9K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
887+ 2.86% |
$21.1K - $21.1K
|
31.9K
$757K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
373+ 0.65% |
$8.86K - $8.86K
|
57.5K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
359+ 2.52% |
$8.53K - $8.53K
|
14.6K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
27.8K+ 12.39% |
$660K - $660K
|
252K
$5.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
429+ 2.35% |
$10.2K - $10.2K
|
18.7K
$444K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-766- 3.19% |
$18.2K - $18.2K
|
23.2K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.5K+ 29.29% |
$393K - $393K
|
73K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
93+ 0.69% |
$2.21K - $2.21K
|
13.6K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
10K+ 83.42% |
$238K - $238K
|
22.1K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.33K+ 2.67% |
$174K - $174K
|
281K
$6.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.03K- 28.51% |
$24.5K - $24.5K
|
2.58K
$61.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4.25K+ 5.69% |
$101K - $101K
|
79K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-426- 1.59% |
$10.1K - $10.1K
|
26.4K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.61K+ 13.04% |
$85.7K - $85.7K
|
31.3K
$743K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40+ 0.18% |
$950 - $950
|
21.9K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.25K+ 1.46% |
$53.4K - $53.4K
|
156K
$3.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
12.4K+ 52.95% |
$293K - $293K
|
35.7K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.86K+ 3.11% |
$67.9K - $67.9K
|
94.9K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
66+ 0.19% |
$1.57K - $1.57K
|
35K
$832K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
162KNew |
$3.85M - $3.85M
|
162K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
81.9KNew |
$1.94M - $1.94M
|
81.9K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
13.6K+ 3.52% |
$323K - $323K
|
400K
$9.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.27K+ 2.46% |
$30.1K - $30.1K
|
52.9K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
23.6K+ 7.81% |
$561K - $561K
|
326K
$7.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
7+ 0.05% |
$166 - $166
|
14.3K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 0.98% |
$54.2K - $54.2K
|
231K
$5.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30.6K+ 3.04% |
$727K - $727K
|
1.04M
$24.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.67K+ 11.67% |
$158K - $158K
|
63.8K
$1.52M
|