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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20K+ 16.0% |
$500K - $509K
|
145K
$3.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
496+ 1.63% |
$12.4K - $12.6K
|
30.9K
$782K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-241- 9.73% |
$6.01K - $6.13K
|
2.24K
$56.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.44K- 0.31% |
$35.9K - $36.6K
|
469K
$11.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
7.24K+ 8.58% |
$181K - $184K
|
91.7K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.42K+ 3.38% |
$110K - $112K
|
135K
$3.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.92K- 3.97% |
$148K - $150K
|
143K
$3.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
13.9K+ 33.17% |
$347K - $354K
|
55.8K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
7.4K+ 675.53% |
$184K - $188K
|
8.49K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.9K+ 15.83% |
$47.4K - $48.3K
|
13.9K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.08K+ 3.22% |
$177K - $180K
|
227K
$5.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.21K- 1.16% |
$30.1K - $30.6K
|
102K
$2.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
88+ 0.69% |
$2.19K - $2.24K
|
12.8K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.2K+ 21.45% |
$777K - $792K
|
176K
$4.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.8K+ 7.91% |
$145K - $147K
|
79.2K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
68.3K+ 79.95% |
$1.7M - $1.74M
|
154K
$3.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
585+ 1.07% |
$14.6K - $14.9K
|
55.1K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-395- 1.07% |
$9.85K - $10K
|
36.6K
$926K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.03K+ 4.05% |
$101K - $102K
|
104K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
19.6K+ 8.67% |
$488K - $498K
|
245K
$6.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
992+ 33.0% |
$24.7K - $25.2K
|
4K
$101K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.79K+ 3.98% |
$94.6K - $96.4K
|
99K
$2.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
2.67K+ 1.03% |
$66.7K - $68K
|
262K
$6.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
37.3K+ 89.3% |
$931K - $949K
|
79.2K
$2M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
187KNew |
$4.63M - $4.71M
|
187K
$4.72M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-346K- 84.35% |
$8.57M - $8.73M
|
64.2K
$1.62M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 14.33% |
$85.4K - $87K
|
27.5K
$695K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 1.05% |
$76.3K - $77.8K
|
297K
$7.52M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24K- 15.27% |
$55.6K - $56.7K
|
12.4K
$315K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.57K+ 23.96% |
$113K - $116K
|
23.7K
$599K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
34.1K+ 9.1% |
$846K - $862K
|
409K
$10.4M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
43.5K+ 13.64% |
$1.08M - $1.1M
|
363K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.8K+ 43.78% |
$1.33M - $1.36M
|
177K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.91K- 4.18% |
$246K - $250K
|
227K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40KNew |
$992K - $1.01M
|
40K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.5K+ 1.22% |
$2.32M - $2.36M
|
7.77M
$197M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 5.38% |
$4.73M - $4.82M
|
3.74M
$94.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.56KNew |
$237K - $241K
|
9.56K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
7.65K+ 5.32% |
$190K - $193K
|
151K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
238KNew |
$5.9M - $6.01M
|
238K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4K+ 41.88% |
$99.2K - $101K
|
13.6K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.23KNew |
$105K - $107K
|
4.23K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
16.2K+ 38.82% |
$400K - $408K
|
57.8K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-161- 0.67% |
$3.99K - $4.07K
|
24K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.3KNew |
$405K - $413K
|
16.3K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.26K+ 7.1% |
$31.1K - $31.7K
|
19K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
324New |
$8.03K - $8.18K
|
324
$8.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.3% |
$719 - $733
|
9.71K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.87K- 5.07% |
$245K - $249K
|
185K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
372KNew |
$9.21M - $9.39M
|
372K
$9.4M
|
|