Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBDT) 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 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
13.3K+ 54.39% |
$327K - $340K
|
37.7K
$951K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.67K+ 20.28% |
$238K - $248K
|
57.4K
$1.45M
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.41K+ 4.18% |
$59.3K - $61.7K
|
60.1K
$1.51M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
789+ 14.67% |
$19.4K - $20.2K
|
6.17K
$155K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19.4K+ 5.62% |
$477K - $496K
|
364K
$9.18M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48.2K+ 20.43% |
$1.19M - $1.23M
|
284K
$7.16M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
9.63KNew |
$237K - $246K
|
9.63K
$243K
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.2K+ 4.17% |
$54.2K - $56.3K
|
54.9K
$1.38M
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.43K+ 3.46% |
$35.1K - $36.5K
|
42.6K
$1.07M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.59K+ 28.89% |
$88.4K - $91.9K
|
16K
$404K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.65K- 6.73% |
$65.2K - $67.8K
|
36.7K
$925K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
845New |
$20.8K - $21.6K
|
845
$21.3K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-12.7K- 7.42% |
$313K - $325K
|
159K
$4M
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
173K+ 45.91% |
$4.26M - $4.42M
|
549K
$13.8M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3K- 1.98% |
$73.9K - $76.8K
|
148K
$3.74M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.6K+ 23.87% |
$285K - $296K
|
60K
$1.51M
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.25K+ 25.5% |
$154K - $160K
|
30.7K
$774K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 2.94% |
$459K - $477K
|
615K
$15.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 16.29% |
$1.37M - $1.42M
|
396K
$9.99M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.8K+ 6.88% |
$1.92M - $1.99M
|
1.21M
$30.4M
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
3.92K+ 19.46% |
$96.4K - $100K
|
24K
$606K
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.88K+ 5.38% |
$169K - $176K
|
135K
$3.39M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.73K+ 16.26% |
$215K - $223K
|
62.4K
$1.57M
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.62K- 3.45% |
$39.8K - $41.4K
|
45.3K
$1.14M
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-777- 0.57% |
$19.1K - $19.9K
|
137K
$3.45M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.19K- 1.2% |
$78.4K - $81.5K
|
263K
$6.63M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
174K+ 7.26% |
$4.28M - $4.45M
|
2.57M
$64.7M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.54K- 6.42% |
$112K - $116K
|
66.2K
$1.67M
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.7K+ 16.33% |
$461K - $479K
|
133K
$3.36M
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.84K+ 10.47% |
$242K - $252K
|
104K
$2.61M
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
18+ 1.11% |
$443 - $461
|
1.64K
$41.3K
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
17K+ 86.19% |
$418K - $434K
|
36.6K
$924K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.1K+ 14.14% |
$297K - $309K
|
97.5K
$2.46M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
218K+ 31.78% |
$5.37M - $5.58M
|
904K
$22.8M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
21.2K+ 40.35% |
$522K - $543K
|
73.8K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
31.5K+ 12.59% |
$775K - $805K
|
281K
$7.09M
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.11K+ 1.51% |
$76.5K - $79.5K
|
209K
$5.26M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
76.2K+ 10.43% |
$1.88M - $1.95M
|
807K
$20.3M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 3.52% |
$60.1K - $62.4K
|
71.7K
$1.81M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
712+ 4.81% |
$17.5K - $18.2K
|
15.5K
$391K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-126K- 12.0% |
$3.1M - $3.22M
|
922K
$23.2M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.94K+ 22.87% |
$245K - $254K
|
53.4K
$1.35M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.23% |
$222 - $230
|
743
$18.7K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.38K- 2.46% |
$34K - $35.3K
|
54.7K
$1.38M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
151+ 1.43% |
$3.72K - $3.86K
|
10.7K
$270K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.85K- 10.83% |
$45.6K - $47.4K
|
15.3K
$385K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
32.9K+ 101.22% |
$811K - $843K
|
65.5K
$1.65M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-21.9K- 27.06% |
$539K - $561K
|
59.1K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
21.7K+ 46.06% |
$534K - $555K
|
68.7K
$1.73M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.5K- 16.27% |
$627K - $652K
|
131K
$3.3M
|