Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBDT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
699K+ 59.63% |
$17.3M - $17.6M
|
1.87M
$47.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
472K+ 43.5% |
$11.7M - $11.9M
|
1.56M
$39.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
384K+ 19.41% |
$9.52M - $9.7M
|
2.36M
$59.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
378K+ 1171.93% |
$9.36M - $9.54M
|
410K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
372KNew |
$9.21M - $9.39M
|
372K
$9.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
344K+ 501.29% |
$8.54M - $8.7M
|
413K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
323K+ 16.36% |
$8.01M - $8.16M
|
2.3M
$58.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
259K+ 12.49% |
$6.43M - $6.55M
|
2.33M
$59.2M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
238KNew |
$5.9M - $6.01M
|
238K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
230K+ 725.55% |
$5.7M - $5.81M
|
262K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
221K+ 8.18% |
$5.47M - $5.58M
|
2.92M
$74M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
203K+ 7.27% |
$5.02M - $5.12M
|
2.99M
$75.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
201K+ 12.38% |
$4.98M - $5.07M
|
1.82M
$46.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 5.38% |
$4.73M - $4.82M
|
3.74M
$94.9M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
189KNew |
$4.68M - $4.77M
|
189K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184K+ 2526.14% |
$4.56M - $4.65M
|
191K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
145K+ 7.32% |
$3.6M - $3.67M
|
2.13M
$54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 7.19% |
$3.03M - $3.09M
|
1.82M
$46.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.94M - $3M
|
119K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
99.4K+ 6.46% |
$2.46M - $2.51M
|
1.64M
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.1K+ 6.7% |
$2.36M - $2.4M
|
1.51M
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.5K+ 1.22% |
$2.32M - $2.36M
|
7.77M
$197M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
89K+ 10.31% |
$2.21M - $2.25M
|
952K
$24.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
85.6K+ 9.21% |
$2.12M - $2.16M
|
1.01M
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
84.2K+ 29.91% |
$2.09M - $2.13M
|
366K
$9.27M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80.8K+ 8.52% |
$2M - $2.04M
|
1.03M
$26.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 3.26% |
$1.74M - $1.77M
|
2.22M
$56.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68K+ 11.89% |
$1.69M - $1.72M
|
640K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
67.8KNew |
$1.68M - $1.71M
|
67.8K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
66.5K+ 125.02% |
$1.65M - $1.68M
|
120K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
66.5K+ 5.5% |
$1.65M - $1.68M
|
1.27M
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.7K+ 47.69% |
$1.63M - $1.66M
|
203K
$5.16M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
64KNew |
$1.59M - $1.62M
|
64K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
63.7K+ 31.37% |
$1.58M - $1.61M
|
267K
$6.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
62.4K+ 105.75% |
$1.55M - $1.58M
|
121K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
61.4K+ 48.24% |
$1.52M - $1.55M
|
189K
$4.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.1K+ 87.64% |
$1.52M - $1.54M
|
131K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60.7K+ 15.32% |
$1.51M - $1.53M
|
457K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.5KNew |
$1.47M - $1.5M
|
59.5K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
58.8K+ 22.51% |
$1.46M - $1.48M
|
320K
$8.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
58.2K+ 19.49% |
$1.44M - $1.47M
|
357K
$9.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
56.8K+ 84.65% |
$1.41M - $1.43M
|
124K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.3K+ 25.63% |
$1.4M - $1.42M
|
276K
$7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
55.7K+ 163.62% |
$1.38M - $1.41M
|
89.7K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
53.8K+ 43.78% |
$1.33M - $1.36M
|
177K
$4.48M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.6K+ 4.09% |
$1.33M - $1.35M
|
1.36M
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.5K+ 105.64% |
$1.33M - $1.35M
|
104K
$2.64M
|
|
|
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 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50K+ 5.88% |
$1.24M - $1.26M
|
900K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
49.8KNew |
$1.23M - $1.26M
|
49.8K
$1.26M
|