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 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.38K- 2.46% |
$34K - $35.3K
|
54.7K
$1.38M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$2.88K - $2.99K
|
26.1K
$658K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 21.37% |
$385K - $400K
|
88.8K
$2.24M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
874+ 2.9% |
$21.5K - $22.4K
|
31K
$781K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 1.91% |
$28.7K - $29.8K
|
59.7K
$1.5M
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-79.9K- 43.06% |
$1.97M - $2.04M
|
106K
$2.66M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9.92K+ 215.31% |
$244K - $254K
|
14.5K
$366K
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.71K+ 27.38% |
$165K - $172K
|
31.2K
$786K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.33K+ 20.85% |
$180K - $188K
|
42.5K
$1.07M
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$204K - $212K
|
135K
$3.41M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$288K - $300K
|
11.7K
$295K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
16.7K+ 94.67% |
$411K - $427K
|
34.3K
$865K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
48.6K+ 4.51% |
$1.2M - $1.24M
|
1.13M
$28.4M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.98K+ 40.48% |
$172K - $179K
|
24.2K
$611K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
25.9K+ 16.98% |
$639K - $664K
|
179K
$4.5M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.39K+ 5.43% |
$58.8K - $61.2K
|
46.4K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-988- 9.04% |
$24.3K - $25.3K
|
9.95K
$251K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.51K+ 8.39% |
$86.5K - $89.9K
|
45.4K
$1.14M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.1K+ 18.39% |
$199K - $207K
|
52.2K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.8K- 13.62% |
$44.3K - $46.1K
|
11.4K
$288K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 15.54% |
$782K - $813K
|
173K
$4.35M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 0.44% |
$9.16K - $9.52K
|
85.7K
$2.16M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69.8K+ 216.34% |
$1.72M - $1.79M
|
102K
$2.57M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
7.12K+ 8.45% |
$175K - $182K
|
91.4K
$2.3M
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.48K+ 1.53% |
$36.4K - $37.9K
|
98.5K
$2.48M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.36K+ 1.79% |
$82.6K - $85.9K
|
191K
$4.82M
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
368K+ 15.29% |
$8.99M - $9.16M
|
2.78M
$70M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 0.19% |
$1.27K - $1.29K
|
27K
$681K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36K- 35.42% |
$879K - $895K
|
65.7K
$1.65M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
19.9K+ 4.79% |
$484K - $493K
|
435K
$11M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-484- 0.31% |
$11.8K - $12K
|
155K
$3.9M
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.5K+ 4.46% |
$281K - $286K
|
270K
$6.79M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
269KNew |
$6.57M - $6.69M
|
269K
$6.79M
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
11.4KNew |
$277K - $282K
|
11.4K
$286K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 21.88% |
$466K - $475K
|
106K
$2.68M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.5K- 10.76% |
$574K - $584K
|
195K
$4.92M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-518- 4.14% |
$12.6K - $12.9K
|
12K
$303K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 4.39% |
$65.7K - $66.9K
|
64K
$1.61M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.1K- 10.2% |
$345K - $351K
|
124K
$3.13M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.8K+ 17.3% |
$1.41M - $1.44M
|
392K
$9.87M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
388K+ 5.98% |
$9.47M - $9.65M
|
6.88M
$173M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 12.63% |
$3.11M - $3.17M
|
1.14M
$28.7M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.8K+ 10.21% |
$509K - $518K
|
225K
$5.67M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
74.6K+ 75.94% |
$1.82M - $1.86M
|
173K
$4.36M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 697.46% |
$66.9K - $68.1K
|
3.13K
$79K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 11.56% |
$31.8K - $32.4K
|
9.97K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
375+ 2.44% |
$9.15K - $9.32K
|
15.7K
$397K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.7K- 3.15% |
$1.16M - $1.18M
|
1.46M
$36.9M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.9K- 44.68% |
$1.56M - $1.59M
|
79.1K
$1.99M
|