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 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
23.7K+ 7.17% |
$588K - $599K
|
355K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
19.8K+ 2.28% |
$491K - $500K
|
889K
$22.5M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.36K- 3.73% |
$33.7K - $34.3K
|
35.1K
$887K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 9.2% |
$52K - $53K
|
20.7K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.15K- 2.36% |
$28.6K - $29.1K
|
47.8K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-10.5K- 7.34% |
$260K - $265K
|
132K
$3.35M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 12.38% |
$4.98M - $5.07M
|
1.82M
$46.1M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$124 - $126
|
6.16K
$156K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
14K+ 21.79% |
$346K - $353K
|
78K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.62K+ 2.06% |
$139K - $142K
|
278K
$7.04M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 120.26% |
$503K - $512K
|
37.1K
$940K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
53.1K+ 4.58% |
$1.32M - $1.34M
|
1.21M
$30.7M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.13% |
$868 - $884
|
26K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
735New |
$18.2K - $18.6K
|
735
$18.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-95- 0.98% |
$2.36K - $2.4K
|
9.61K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.4K+ 48.24% |
$1.52M - $1.55M
|
189K
$4.77M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-69.8K- 22.74% |
$1.73M - $1.76M
|
237K
$6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 5.4% |
$257K - $261K
|
202K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
64KNew |
$1.59M - $1.62M
|
64K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.59K- 50.49% |
$64.2K - $65.4K
|
2.54K
$64.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.03K+ 3.5% |
$50.3K - $51.3K
|
59.9K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.9K+ 10.7% |
$295K - $300K
|
123K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 0.76% |
$1.51K - $1.54K
|
8.11K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
11.7K+ 20.62% |
$291K - $297K
|
68.7K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.73K+ 0.48% |
$67.7K - $69K
|
566K
$14.3M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4K+ 16.75% |
$828K - $843K
|
233K
$5.89M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
795New |
$19.7K - $20.1K
|
795
$20.1K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
17.3K+ 11.9% |
$428K - $436K
|
162K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
12.9K+ 8.91% |
$321K - $327K
|
158K
$4M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
115+ 1.13% |
$2.85K - $2.9K
|
10.3K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.53KNew |
$236K - $241K
|
9.53K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.79K- 25.94% |
$69.2K - $70.5K
|
7.96K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
154+ 0.39% |
$3.82K - $3.89K
|
39.8K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.8K+ 8.52% |
$2M - $2.04M
|
1.03M
$26M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.4K+ 11.64% |
$333K - $340K
|
129K
$3.26M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
997+ 6.12% |
$24.7K - $25.2K
|
17.3K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25K+ 12.69% |
$619K - $630K
|
222K
$5.61M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-5.82K- 68.66% |
$144K - $147K
|
2.65K
$67.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-786- 12.74% |
$19.5K - $19.9K
|
5.38K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$39.4K - $40.2K
|
1.59K
$40.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.8KNew |
$1.16M - $1.18M
|
46.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.3K- 0.91% |
$131K - $134K
|
578K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.27K+ 1.86% |
$56.2K - $57.3K
|
124K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
9.34K+ 3.74% |
$231K - $236K
|
259K
$6.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
344K+ 501.29% |
$8.54M - $8.7M
|
413K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
49.6KNew |
$1.23M - $1.25M
|
49.6K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.4K+ 6.68% |
$159K - $162K
|
102K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 0.88% |
$30.1K - $30.7K
|
139K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.73K+ 4.27% |
$117K - $120K
|
116K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
56.8K+ 84.65% |
$1.41M - $1.43M
|
124K
$3.13M
|