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 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
121KNew |
$2.86M - $2.88M
|
121K
$2.87M
|
|
Q1 2024 | |||||||
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-14.3KClosed |
$341K - $344K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.1KNew |
$49.9K - $50.4K
|
2.1K
$49.9K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
711New |
$16.9K - $17K
|
711
$16.9K
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$119 - $120
|
10.5K
$248K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
116New |
$2.76K - $2.78K
|
116
$2.76K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.4K+ 110.71% |
$1.08M - $1.09M
|
86.4K
$2.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.97K+ 46.26% |
$166K - $167K
|
22K
$523K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.98K+ 6.66% |
$237K - $239K
|
160K
$3.8M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19K - $19.2K
|
800
$19K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-539- 66.63% |
$12.8K - $12.9K
|
270
$6.41K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.96K- 15.62% |
$189K - $191K
|
43K
$1.02M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.14KNew |
$27K - $27.3K
|
1.14K
$27K
|
|
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
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.8K- 8.63% |
$66.5K - $67.1K
|
29.7K
$704K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 2.69% |
$713 - $719
|
1.09K
$25.8K
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.06K- 11.31% |
$96.4K - $97.3K
|
31.8K
$756K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.97KNew |
$237K - $239K
|
9.97K
$237K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.52KNew |
$59.9K - $60.4K
|
2.52K
$59.9K
|
|
Q4 2023 | |||||||
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
|
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
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
31.7KNew |
$733K - $757K
|
31.7K
$752K
|
|
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
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.4KNew |
$1.47M - $1.52M
|
63.4K
$1.51M
|
|
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 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.7KNew |
$294K - $304K
|
12.7K
$302K
|
|
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
|
Stokes Family Office, LLC
|
BUY
|
- |
11.5K+ 25.6% |
$266K - $275K
|
56.4K
$1.34M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.4KNew |
$32.4K - $33.5K
|
1.4K
$33.3K
|
|
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
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-380- 2.81% |
$8.85K - $8.97K
|
13.1K
$312K
|
|
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
|