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 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.63KNew |
$131K - $133K
|
5.63K
$134K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1K+ 11.42% |
$23.3K - $23.6K
|
9.76K
$232K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.78KNew |
$88.4K - $90K
|
3.78K
$89.7K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
485New |
$11.4K - $11.6K
|
485
$11.5K
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54.3K+ 5.76% |
$1.27M - $1.29M
|
996K
$23.7M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.33K+ 0.86% |
$31.2K - $31.7K
|
156K
$3.71M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
103+ 0.33% |
$2.41K - $2.45K
|
31.3K
$742K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-547- 8.61% |
$12.8K - $13K
|
5.81K
$138K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.45K- 15.68% |
$34K - $34.6K
|
7.8K
$185K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-24.3K- 26.51% |
$569K - $579K
|
67.4K
$1.6M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
10.4KNew |
$243K - $247K
|
10.4K
$246K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
850New |
$19.9K - $20.3K
|
850
$20.2K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
45.6K+ 226.36% |
$1.07M - $1.09M
|
65.7K
$1.56M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-948- 2.92% |
$22.2K - $22.6K
|
31.5K
$748K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
500+ 25.0% |
$11.6K - $11.9K
|
2.5K
$59.4K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.55KNew |
$105K - $108K
|
4.55K
$108K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.54KNew |
$198K - $204K
|
8.54K
$203K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
102KNew |
$2.35M - $2.42M
|
102K
$2.41M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
9.58KNew |
$222K - $229K
|
9.58K
$228K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3KNew |
$30K - $30.9K
|
1.3K
$30.8K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
36.6KNew |
$846K - $873K
|
36.6K
$869K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
630New |
$14.6K - $15K
|
630
$15K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
16KNew |
$367K - $378K
|
16K
$380K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
58.9K+ 132.22% |
$1.35M - $1.39M
|
104K
$2.46M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$91.6 - $94.4
|
4
$95
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
645New |
$14.8K - $15.2K
|
645
$15.3K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48KNew |
$34K - $35K
|
1.48K
$35.2K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.24K- 99.92% |
$28.3K - $29.2K
|
1
$23.8
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
138KNew |
$3.17M - $3.27M
|
138K
$3.28M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.73KNew |
$200K - $206K
|
8.73K
$207K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
17KNew |
$390K - $402K
|
17K
$404K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.11KNew |
$94K - $96.9K
|
4.11K
$97.5K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
850New |
$19.5K - $20.1K
|
850
$20.2K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1K- 33.33% |
$22.9K - $23.6K
|
2K
$47.5K
|
|
Q3 2022 | |||||||
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 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.4K- 91.53% |
$125K - $131K
|
500
$11.9K
|
|
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
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.07KNew |
$94.8K - $99.9K
|
4.07K
$96.5K
|
|
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
|