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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.01K+ 32.96% |
N/A
|
4.08K
$96.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-86.2K- 17.15% |
N/A
|
416K
$9.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-421- 1.45% |
N/A
|
28.7K
$681K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
159+ 1.21% |
N/A
|
13.3K
$317K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.49K+ 2.03% |
N/A
|
326K
$7.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.44K+ 4.15% |
N/A
|
187K
$4.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.03K+ 2.19% |
N/A
|
235K
$5.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 6.66% |
N/A
|
2.48M
$58.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.06K+ 32.7% |
N/A
|
24.6K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.81K+ 3.18% |
N/A
|
156K
$3.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-10.3K- 1.24% |
N/A
|
818K
$19.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.16K- 12.32% |
N/A
|
15.4K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.01K+ 0.3% |
N/A
|
674K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-557- 1.63% |
N/A
|
33.6K
$799K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-377- 0.42% |
N/A
|
89.5K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-10- 0.12% |
N/A
|
8.4K
$199K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
193New |
N/A
|
193
$4.58K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-312- 0.2% |
N/A
|
155K
$3.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27.1K+ 127.11% |
N/A
|
48.5K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
464+ 2.05% |
N/A
|
23.1K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.68K+ 23.16% |
N/A
|
14.2K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.88% |
N/A
|
5.16K
$123K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
85+ 0.3% |
N/A
|
28.4K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-69.3K- 7.32% |
N/A
|
877K
$20.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.52K+ 13.16% |
N/A
|
13.1K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 10.54% |
N/A
|
109K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
31.2K+ 2.84% |
N/A
|
1.13M
$26.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
12.4K+ 13.17% |
N/A
|
106K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
27.1K+ 7.43% |
N/A
|
392K
$9.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
912+ 7.12% |
N/A
|
13.7K
$326K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-825- 12.87% |
N/A
|
5.58K
$133K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.99K- 1.8% |
N/A
|
163K
$3.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.57K- 6.47% |
N/A
|
22.7K
$539K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56+ 0.45% |
N/A
|
12.6K
$299K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-430- 2.14% |
N/A
|
19.6K
$467K
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-96.9K- 38.67% |
N/A
|
154K
$3.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-394- 1.06% |
N/A
|
36.9K
$876K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-24.8K- 45.42% |
N/A
|
29.8K
$708K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.76K- 1.09% |
N/A
|
613K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.98K+ 13.47% |
N/A
|
58.8K
$1.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.03K+ 3.87% |
N/A
|
27.6K
$655K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-185- 10.93% |
N/A
|
1.51K
$35.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
79.8KNew |
N/A
|
79.8K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
36.2K+ 41.84% |
N/A
|
123K
$2.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.8K- 4.91% |
N/A
|
286K
$6.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
10.2K+ 13.67% |
N/A
|
84.5K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
21.5K+ 91.65% |
N/A
|
45K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
42.1K+ 14.69% |
N/A
|
328K
$7.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
13.9K+ 3.52% |
N/A
|
410K
$9.74M
|