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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$369 - $384
|
9.88K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
20.4K+ 36.65% |
$503K - $523K
|
76.2K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
29.4K+ 18.02% |
$724K - $752K
|
193K
$4.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
80.2K+ 248.27% |
$1.97M - $2.05M
|
112K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-515- 1.34% |
$12.7K - $13.2K
|
37.9K
$950K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.86K+ 6.04% |
$144K - $150K
|
103K
$2.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
13.6KNew |
$336K - $349K
|
13.6K
$341K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.39K+ 0.23% |
$58.9K - $61.2K
|
1.06M
$26.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
11K+ 2.06% |
$270K - $281K
|
542K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
28.9K+ 20.42% |
$711K - $739K
|
170K
$4.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14K+ 51.15% |
$346K - $359K
|
41.5K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
96.6K+ 7.06% |
$2.38M - $2.47M
|
1.47M
$36.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.95K+ 4.84% |
$147K - $152K
|
129K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.24K+ 6.22% |
$30.5K - $31.7K
|
21.2K
$530K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
18.6KNew |
$457K - $475K
|
18.6K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
122K+ 547.46% |
$3M - $3.12M
|
144K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.09K+ 0.93% |
$26.9K - $28K
|
119K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$328K - $341K
|
13.3K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.49K+ 45.21% |
$234K - $243K
|
30.5K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.95K- 4.39% |
$196K - $204K
|
173K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.48K+ 0.69% |
$36.3K - $37.7K
|
214K
$5.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.28K+ 6.97% |
$56.2K - $58.4K
|
35K
$876K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
7.91KNew |
$195K - $202K
|
7.91K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.49K+ 9.63% |
$86K - $89.4K
|
39.8K
$996K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-240- 0.6% |
$5.91K - $6.14K
|
39.9K
$998K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
987+ 1.74% |
$24.3K - $25.3K
|
57.6K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-116- 0.03% |
$2.86K - $2.97K
|
342K
$8.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11.6K+ 1023.31% |
$286K - $298K
|
12.8K
$320K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.29K- 2.19% |
$31.7K - $32.9K
|
57.5K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3K+ 30.59% |
$475K - $493K
|
82.3K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
137K+ 5.72% |
$3.38M - $3.51M
|
2.53M
$63.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-76.3K- 12.78% |
$1.88M - $1.95M
|
521K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
220+ 2.08% |
$5.42K - $5.63K
|
10.8K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 0.19% |
$1.28K - $1.33K
|
27.1K
$678K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
317+ 0.99% |
$7.8K - $8.11K
|
32.2K
$807K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 79.58% |
$259K - $269K
|
2.7K
$67.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.32K+ 4.36% |
$229K - $238K
|
223K
$5.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
222+ 1.74% |
$5.47K - $5.68K
|
13K
$326K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-44- 0.03% |
$1.08K - $1.13K
|
133K
$3.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43+ 0.2% |
$1.06K - $1.1K
|
21.4K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.4K+ 62.62% |
$452K - $470K
|
47.7K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.35K+ 4.51% |
$107K - $111K
|
101K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
105K+ 65.21% |
$2.6M - $2.7M
|
267K
$6.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-76.9K- 32.31% |
$1.89M - $1.97M
|
161K
$4.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
5.4K+ 12.74% |
$133K - $138K
|
47.8K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 0.47% |
$616 - $640
|
5.31K
$133K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.07K+ 1.44% |
$50.9K - $52.9K
|
145K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.1K+ 38.59% |
$864K - $898K
|
126K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.5K+ 13.01% |
$481K - $500K
|
170K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.95K+ 19.27% |
$48.1K - $50K
|
12.1K
$303K
|