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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.19KNew |
$29.3K - $29.8K
|
1.19K
$29.9K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.05% |
$123 - $126
|
10.6K
$266K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.3KNew |
$328K - $334K
|
13.3K
$335K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
836+ 186.61% |
$20.6K - $21K
|
1.28K
$32.4K
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$260K - $265K
|
10.5K
$265K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.63KNew |
$114K - $116K
|
4.63K
$117K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.2K+ 107.04% |
$524K - $533K
|
41K
$1.03M
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.5K+ 56.28% |
$357K - $363K
|
40.1K
$1.01M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61KNew |
$39.7K - $40.4K
|
1.61K
$40.5K
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
17.5K+ 83.84% |
$433K - $441K
|
38.5K
$969K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 9.57% |
$33.9K - $34.6K
|
15.8K
$397K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
600+ 7.44% |
$14.8K - $15.1K
|
8.66K
$218K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$50.4K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$50.5K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.99K+ 116.07% |
$247K - $251K
|
18.6K
$469K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.2KNew |
$714K - $758K
|
30.2K
$761K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.96KNew |
$117K - $124K
|
4.96K
$125K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.4K- 54.74% |
$742K - $788K
|
26K
$654K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.04KNew |
$48.1K - $51.1K
|
2.04K
$51.3K
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-932- 10.14% |
$22K - $23.4K
|
8.26K
$208K
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8.23KNew |
$194K - $207K
|
8.23K
$207K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.6KNew |
$227K - $241K
|
9.6K
$242K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
500+ 10.13% |
$11.8K - $12.6K
|
5.44K
$137K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$23.6K - $25.1K
|
1K
$25.2K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.7KNew |
$63.8K - $67.8K
|
2.7K
$68K
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-595- 5.67% |
$14.1K - $14.9K
|
9.9K
$249K
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.5K+ 97.27% |
$248K - $264K
|
21.3K
$537K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.3KNew |
$243K - $258K
|
10.3K
$259K
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92KNew |
$45.4K - $48.2K
|
1.92K
$48.4K
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 0.36% |
$1.23K - $1.31K
|
14.6K
$368K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45New |
$1.06K - $1.13K
|
45
$1.13K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.1K+ 33.02% |
$73.2K - $77.8K
|
12.5K
$314K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.1K+ 25.01% |
$972K - $1.03M
|
206K
$5.18M
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-890- 97.8% |
$21K - $22.3K
|
20
$504
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$240K - $255K
|
10.2K
$256K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.9KNew |
$44.9K - $47.7K
|
1.9K
$47.9K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.35K+ 30.25% |
$79.2K - $84.1K
|
14.4K
$364K
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$7.18K - $7.4K
|
300
$7.56K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.43KNew |
$34.1K - $35.2K
|
1.43K
$35.9K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$33.5K - $34.5K
|
1.4K
$35.3K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
458+ 2.35% |
$11K - $11.3K
|
19.9K
$502K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$14.7K - $15.1K
|
600
$15.1K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
464New |
$11.3K - $11.6K
|
464
$11.7K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4K- 13.77% |
$97.7K - $100K
|
25.1K
$631K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
650New |
$15.9K - $16.3K
|
650
$16.4K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
185New |
$4.52K - $4.64K
|
185
$4.66K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
18.8KNew |
$459K - $471K
|
18.8K
$473K
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-400- 4.02% |
$9.77K - $10K
|
9.55K
$241K
|