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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
67.3KNew |
$1.67M - $1.71M
|
67.3K
$1.69M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
87+ 255.88% |
$2.16K - $2.22K
|
121
$3.04K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.5K+ 37.25% |
$112K - $115K
|
16.6K
$417K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
64.4KNew |
$1.6M - $1.64M
|
64.4K
$1.62M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.57K+ 6.37% |
$113K - $116K
|
76.3K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.3K+ 27.13% |
$554K - $569K
|
105K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
336+ 3.13% |
$8.34K - $8.56K
|
11.1K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 2.51% |
$283K - $291K
|
467K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$307K - $315K
|
12.4K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.2K+ 15.62% |
$849K - $871K
|
253K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.5K+ 4.14% |
$384K - $394K
|
389K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67KNew |
$41.5K - $42.6K
|
1.67K
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.18K+ 9.9% |
$54.1K - $55.5K
|
24.2K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
184K+ 10.21% |
$4.56M - $4.68M
|
1.98M
$49.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.68K- 5.99% |
$116K - $119K
|
73.4K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.12K- 4.0% |
$127K - $130K
|
123K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
496+ 4.44% |
$12.3K - $12.6K
|
11.7K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
608K+ 8.61% |
$15.1M - $15.5M
|
7.67M
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
514New |
$12.8K - $13.1K
|
514
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.6KNew |
$1.21M - $1.24M
|
48.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
406K+ 53.1% |
$10.1M - $10.4M
|
1.17M
$29.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 10.19% |
$3.9M - $4.01M
|
1.7M
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.8K+ 79.84% |
$467K - $480K
|
42.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
39.2KNew |
$972K - $998K
|
39.2K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
138KNew |
$3.42M - $3.51M
|
138K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 14.88% |
$51.9K - $53.3K
|
16.1K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.82K+ 4.32% |
$94.9K - $97.4K
|
92.3K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
93.1K+ 4.94% |
$2.31M - $2.37M
|
1.98M
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8.4K+ 33.06% |
$208K - $214K
|
33.8K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.26M- 37.7% |
$31.2M - $32M
|
2.08M
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
21.4K+ 3.95% |
$532K - $546K
|
564K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 8.94% |
$2.64M - $2.71M
|
1.08M
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106K+ 119.39% |
$2.63M - $2.7M
|
195K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
96.8K+ 32.33% |
$2.4M - $2.47M
|
396K
$9.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.68K+ 2.48% |
$66.6K - $68.4K
|
111K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.1K+ 10.05% |
$251K - $258K
|
111K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
32.8KNew |
$813K - $835K
|
32.8K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
484K+ 15.8% |
$12M - $12.3M
|
3.55M
$89.2M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7K+ 10.46% |
$174K - $178K
|
73.9K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
41.6K+ 21.24% |
$1.03M - $1.06M
|
237K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.1K- 26.42% |
$326K - $334K
|
36.5K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-349K- 54.23% |
$8.65M - $8.88M
|
294K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.6K+ 35.16% |
$982K - $1.01M
|
152K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.9K+ 371.76% |
$270K - $277K
|
13.8K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.3K- 9.43% |
$81.9K - $84.1K
|
31.7K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
888+ 5.25% |
$22K - $22.6K
|
17.8K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 143.99% |
$742K - $761K
|
50.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.11K+ 12.43% |
$52.4K - $53.8K
|
19.1K
$480K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
54.2K+ 61644.32% |
$1.35M - $1.38M
|
54.3K
$1.36M
|