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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 8.07% |
$49.6K - $50.5K
|
26.8K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.7% |
$124 - $126
|
718
$18.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.75K+ 4.64% |
$242K - $246K
|
220K
$5.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.79K+ 40.08% |
$119K - $121K
|
16.7K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-380- 0.59% |
$9.42K - $9.6K
|
64.1K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.14K+ 9.33% |
$152K - $155K
|
71.9K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.4K+ 5.76% |
$84.3K - $85.9K
|
62.4K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.83K+ 86.13% |
$219K - $223K
|
19.1K
$483K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.8K+ 3.68% |
$294K - $299K
|
334K
$8.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23K- 15.31% |
$570K - $581K
|
127K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
66.5K+ 125.02% |
$1.65M - $1.68M
|
120K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
28.1K+ 20.18% |
$697K - $710K
|
167K
$4.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
85.6K+ 9.21% |
$2.12M - $2.16M
|
1.01M
$25.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
16.9K+ 31.28% |
$420K - $428K
|
71.1K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
155+ 0.76% |
$3.84K - $3.92K
|
20.6K
$522K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11.7K- 9.77% |
$291K - $297K
|
108K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
279+ 0.6% |
$6.92K - $7.05K
|
46.7K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.49K+ 6.15% |
$210K - $214K
|
146K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.87K+ 1.84% |
$96K - $97.8K
|
214K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.84K+ 12.98% |
$70.5K - $71.8K
|
24.8K
$626K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.9K- 22.32% |
$121K - $124K
|
17K
$431K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
805+ 8.28% |
$20K - $20.3K
|
10.5K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 0.2% |
$818 - $834
|
16.7K
$423K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-1.03K- 60.0% |
$25.4K - $25.9K
|
684
$17.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.2K+ 22.68% |
$402K - $410K
|
87.7K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.11K- 12.74% |
$52.4K - $53.4K
|
14.5K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68K+ 11.89% |
$1.69M - $1.72M
|
640K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
17.7K+ 19.96% |
$440K - $448K
|
107K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$501K - $510K
|
175K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.88K+ 5.27% |
$171K - $174K
|
137K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
26.3K+ 2089.14% |
$653K - $665K
|
27.6K
$698K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
8.06KNew |
$200K - $204K
|
8.06K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
203K+ 7.27% |
$5.02M - $5.12M
|
2.99M
$75.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.05M- 96.04% |
$100M - $102M
|
167K
$4.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
5.53K+ 3.05% |
$137K - $140K
|
187K
$4.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.62K+ 3.75% |
$40K - $40.8K
|
44.7K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.94M - $3M
|
119K
$3M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.48K+ 28.67% |
$61.6K - $62.7K
|
11.1K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.99K+ 4.75% |
$173K - $176K
|
154K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
35.8K+ 36.93% |
$886K - $903K
|
133K
$3.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 15.12% |
$31.4K - $32K
|
9.63K
$244K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.8% |
$149 - $152
|
760
$19.2K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.6K+ 54.11% |
$908K - $932K
|
104K
$2.64M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.2K- 15.24% |
$254K - $260K
|
56.8K
$1.44M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
65.3KNew |
$1.62M - $1.66M
|
65.3K
$1.65M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
67.3KNew |
$1.67M - $1.71M
|
67.3K
$1.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
87+ 255.88% |
$2.16K - $2.22K
|
121
$3.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.8K+ 79.84% |
$467K - $480K
|
42.4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67KNew |
$41.5K - $42.6K
|
1.67K
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
514New |
$12.8K - $13.1K
|
514
$13K
|
|