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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
340K+ 86.33% |
$8.63M - $8.7M
|
734K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
320KNew |
$8.11M - $8.17M
|
320K
$8.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
241K+ 19.98% |
$6.11M - $6.16M
|
1.45M
$36.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 6.32% |
$5.48M - $5.52M
|
3.63M
$92.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
108K+ 11.05% |
$2.75M - $2.77M
|
1.09M
$27.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.5K+ 2.85% |
$2.32M - $2.34M
|
3.3M
$84M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
64.5K+ 24.91% |
$1.64M - $1.65M
|
323K
$8.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
42.5K+ 3.13% |
$1.08M - $1.09M
|
1.4M
$35.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
33.2K+ 17.28% |
$842K - $848K
|
225K
$5.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
22.4KNew |
$569K - $573K
|
22.4K
$570K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.5K+ 9.22% |
$546K - $550K
|
255K
$6.48M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
20.5KNew |
$520K - $523K
|
20.5K
$520K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
20KNew |
$508K - $511K
|
20K
$508K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
18.9K+ 141.48% |
$479K - $483K
|
32.2K
$819K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 14.24% |
$327K - $330K
|
103K
$2.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12K+ 14.71% |
$303K - $306K
|
93.3K
$2.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.8K+ 6.84% |
$300K - $302K
|
185K
$4.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.37K+ 13.3% |
$238K - $240K
|
79.8K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.36K+ 76.59% |
$238K - $239K
|
21.6K
$549K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.07KNew |
$230K - $232K
|
9.07K
$231K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.78KNew |
$223K - $224K
|
8.78K
$223K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.43K+ 6.71% |
$214K - $216K
|
134K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.25KNew |
$209K - $211K
|
8.25K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.53K+ 6.79% |
$166K - $167K
|
103K
$2.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.01K+ 4.92% |
$152K - $154K
|
128K
$3.26M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
5.84K+ 25.02% |
$148K - $149K
|
29.2K
$742K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.38K+ 31.93% |
$136K - $137K
|
22.2K
$565K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.7K+ 3.23% |
$119K - $120K
|
150K
$3.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.67K+ 10.67% |
$118K - $119K
|
48.4K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.93K+ 17.15% |
$99.6K - $100K
|
26.8K
$682K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.71K+ 15.24% |
$94K - $94.7K
|
28K
$712K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.02K+ 1.0% |
$76.5K - $77.1K
|
306K
$7.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.36K+ 7.62% |
$59.8K - $60.2K
|
33.3K
$846K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2KNew |
$50.8K - $51.1K
|
2K
$50.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
865+ 0.86% |
$22K - $22.1K
|
101K
$2.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
858+ 1.54% |
$21.8K - $21.9K
|
56.6K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
704+ 7.02% |
$17.9K - $18K
|
10.7K
$273K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
308+ 48.5% |
$7.82K - $7.88K
|
943
$24K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
260+ 0.47% |
$6.6K - $6.65K
|
55.9K
$1.42M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 5.83% |
$6.47K - $6.52K
|
4.63K
$118K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
192+ 0.94% |
$4.87K - $4.91K
|
20.7K
$525K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25+ 0.05% |
$635 - $639
|
51.3K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.5% |
$279 - $281
|
746
$19K
|
|
| Q3 2025 | |||||||
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.6MNew |
$65.7M - $66.6M
|
2.6M
$66.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
780KNew |
$19.7M - $19.9M
|
780K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
690K+ 26.28% |
$17.4M - $17.6M
|
3.32M
$84.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
400KNew |
$10.1M - $10.2M
|
400K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
361KNew |
$9.11M - $9.22M
|
361K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 4.21% |
$8.31M - $8.42M
|
8.14M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
325K+ 8.03% |
$8.21M - $8.31M
|
4.37M
$111M
|
|