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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.17K+ 5.49% |
$29K - $29.6K
|
22.5K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.23K+ 9.1% |
$30.6K - $31.1K
|
14.8K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.03K+ 3.01% |
$99.9K - $102K
|
138K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-354- 0.93% |
$8.78K - $8.94K
|
37.7K
$954K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.4K+ 6.27% |
$605K - $616K
|
414K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
125+ 1.47% |
$3.1K - $3.16K
|
8.64K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184K+ 2526.14% |
$4.56M - $4.65M
|
191K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.33K+ 3.71% |
$33K - $33.7K
|
37.3K
$943K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.34K- 5.47% |
$82.9K - $84.5K
|
57.8K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.01KNew |
$199K - $202K
|
8.01K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
988+ 5.32% |
$24.5K - $25K
|
19.6K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
11.1K+ 4.89% |
$275K - $280K
|
238K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.8K+ 29.35% |
$292K - $297K
|
51.9K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
49.8KNew |
$1.23M - $1.26M
|
49.8K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.6K+ 4.09% |
$1.33M - $1.35M
|
1.36M
$34.5M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
11.6K+ 1.07% |
$289K - $294K
|
1.1M
$27.8M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.19K- 5.88% |
$79.2K - $80.7K
|
51.1K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$389K - $397K
|
15.7K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.8K- 1.83% |
$94.2K - $96K
|
203K
$5.15M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.8K+ 26.8% |
$144K - $146K
|
27.4K
$694K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1K+ 1.12% |
$24.8K - $25.3K
|
90.9K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
84.2K+ 29.91% |
$2.09M - $2.13M
|
366K
$9.25M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32.2K+ 233.93% |
$799K - $814K
|
46K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.7K+ 3.37% |
$564K - $574K
|
696K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.67% |
$99.2 - $101
|
599
$15.2K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14.1K+ 25.25% |
$351K - $357K
|
70.2K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.66K+ 20.32% |
$165K - $168K
|
39.4K
$997K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43KNew |
$35.4K - $36.1K
|
1.43K
$36.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.08K- 0.29% |
$26.7K - $27.2K
|
369K
$9.33M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-58.4K- 23.74% |
$1.45M - $1.48M
|
188K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-400- 3.45% |
$9.92K - $10.1K
|
11.2K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$214K - $218K
|
8.64K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.59K+ 2.76% |
$88.9K - $90.6K
|
133K
$3.37M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 0.76% |
$1.59K - $1.62K
|
8.51K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.81K+ 14.68% |
$69.6K - $70.9K
|
21.9K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
11.5KNew |
$285K - $290K
|
11.5K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
58.8K+ 22.51% |
$1.46M - $1.48M
|
320K
$8.09M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-465- 2.16% |
$11.5K - $11.7K
|
21K
$532K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
63.7K+ 31.37% |
$1.58M - $1.61M
|
267K
$6.75M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
10.5KNew |
$261K - $265K
|
10.5K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
21.1K+ 180.66% |
$522K - $532K
|
32.7K
$828K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 14.15% |
$52.3K - $53.3K
|
12.8K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
89K+ 10.31% |
$2.21M - $2.25M
|
952K
$24.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.13K+ 64.42% |
$177K - $180K
|
18.2K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
189KNew |
$4.68M - $4.77M
|
189K
$4.78M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.23K+ 73.28% |
$30.6K - $31.2K
|
2.92K
$73.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.23K+ 1.05% |
$154K - $157K
|
599K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
29.1K+ 3.14% |
$722K - $736K
|
956K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.08K+ 2.27% |
$101K - $103K
|
184K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.88K- 58.8% |
$171K - $174K
|
4.82K
$122K
|