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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-381- 0.77% |
$9.46K - $9.71K
|
48.9K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$1.96K - $2.01K
|
79
$1.98K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
27.4K+ 2.59% |
$680K - $698K
|
1.09M
$27.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.68KNew |
$41.8K - $42.9K
|
1.68K
$42.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.71K+ 2.78% |
$67.3K - $69.1K
|
100K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
518+ 0.9% |
$12.9K - $13.2K
|
57.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
22.9K+ 7.44% |
$569K - $584K
|
331K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-82- 0.33% |
$2.04K - $2.09K
|
24.8K
$620K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.57% |
$273 - $280
|
713
$17.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
128K+ 75.44% |
$3.19M - $3.27M
|
299K
$7.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.64K- 13.24% |
$140K - $144K
|
37K
$926K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.9K+ 38.05% |
$941K - $966K
|
137K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
864+ 8.02% |
$21.4K - $22K
|
11.6K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
29.2K+ 61.12% |
$724K - $743K
|
76.9K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.86K+ 5.4% |
$195K - $200K
|
153K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.8K- 18.92% |
$592K - $607K
|
102K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
22.9K+ 60.3% |
$568K - $583K
|
60.8K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.05KNew |
$200K - $205K
|
8.05K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
1.52K+ 0.96% |
$37.8K - $38.8K
|
160K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
72K+ 387.99% |
$1.79M - $1.83M
|
90.6K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 25.56% |
$484K - $496K
|
95.7K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
164K+ 6.47% |
$4.07M - $4.18M
|
2.7M
$67.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.51K+ 27.9% |
$211K - $217K
|
39K
$977K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$932K - $957K
|
37.5K
$940K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
136+ 11.34% |
$3.38K - $3.47K
|
1.34K
$33.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$49.6 - $51
|
6.17K
$154K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
583KNew |
$14.5M - $14.9M
|
583K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
6.78K+ 14.59% |
$168K - $173K
|
53.2K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
26.3K+ 69.77% |
$653K - $671K
|
64K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.94K+ 92.89% |
$122K - $126K
|
10.2K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
22.4K+ 60.99% |
$555K - $570K
|
59K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.74K+ 0.6% |
$68.1K - $69.9K
|
458K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.3KNew |
$156K - $161K
|
6.3K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-655- 2.9% |
$16.3K - $16.7K
|
21.9K
$549K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
206K+ 28.5% |
$5.1M - $5.24M
|
927K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.6K+ 22.1% |
$262K - $269K
|
58.3K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.52K+ 3.81% |
$62.6K - $64.3K
|
68.7K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$481K - $494K
|
155K
$3.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.15K- 4.26% |
$28.6K - $29.4K
|
25.9K
$649K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.36K+ 12.06% |
$58.6K - $60.1K
|
21.9K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
198+ 1.37% |
$4.91K - $5.05K
|
14.7K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28.6KNew |
$710K - $729K
|
28.6K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
315+ 1.56% |
$7.82K - $8.03K
|
20.5K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
85.3K+ 142.1% |
$2.12M - $2.17M
|
145K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.1K+ 13.42% |
$947K - $972K
|
322K
$8.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.6KNew |
$89.4K - $91.7K
|
3.6K
$90.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.2K+ 8.02% |
$79.4K - $81.5K
|
43.1K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 43.61% |
$333K - $342K
|
44.1K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.45K+ 2.23% |
$135K - $139K
|
250K
$6.25M
|