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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.7K- 21.2% |
$64.2K - $64.8K
|
10K
$239K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33.3KNew |
$792K - $799K
|
33.3K
$791K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
13.8KNew |
$328K - $331K
|
13.8K
$328K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 2.69% |
$713 - $719
|
1.09K
$25.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.8K- 8.63% |
$66.5K - $67.1K
|
29.7K
$704K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.06K- 11.31% |
$96.4K - $97.3K
|
31.8K
$756K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10.8K- 75.91% |
$256K - $259K
|
3.43K
$81.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.97KNew |
$237K - $239K
|
9.97K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 108.2% |
$248K - $251K
|
20.1K
$477K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.52KNew |
$59.9K - $60.4K
|
2.52K
$59.9K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
181K+ 27.35% |
$4.19M - $4.32M
|
842K
$20M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126New |
$2.92K - $3.01K
|
126
$2.99K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18.6KNew |
$431K - $445K
|
18.6K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.4KNew |
$1.47M - $1.52M
|
63.4K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.11KNew |
$118K - $122K
|
5.11K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2K- 83.26% |
$46.3K - $47.8K
|
402
$9.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20Closed |
$463 - $478
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21K- 25.48% |
$486K - $501K
|
61.3K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
311New |
$7.2K - $7.43K
|
311
$7.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
31.7KNew |
$733K - $757K
|
31.7K
$752K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.7KNew |
$294K - $304K
|
12.7K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$325K - $336K
|
14.1K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.6KNew |
$2.07M - $2.14M
|
89.6K
$2.13M
|
|
|
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 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.48K- 16.43% |
$34.1K - $35.3K
|
7.5K
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.96KNew |
$68.5K - $70.7K
|
2.96K
$70.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
11.5K+ 25.6% |
$266K - $275K
|
56.4K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
SELL
|
- |
-382- 0.5% |
$8.84K - $9.13K
|
76.8K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.4KNew |
$32.4K - $33.5K
|
1.4K
$33.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
21KNew |
$486K - $502K
|
21K
$499K
|
|
|
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
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-380- 2.81% |
$8.85K - $8.97K
|
13.1K
$312K
|
|
|
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
|
|