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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
583KNew |
$14.5M - $14.9M
|
583K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
421K+ 95.92% |
$10.5M - $10.7M
|
861K
$21.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
226KNew |
$5.6M - $5.75M
|
226K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 8.41% |
$5.36M - $5.5M
|
2.78M
$69.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
206K+ 28.5% |
$5.1M - $5.24M
|
927K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
182KNew |
$4.51M - $4.63M
|
182K
$4.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
164K+ 6.47% |
$4.07M - $4.18M
|
2.7M
$67.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
128K+ 75.44% |
$3.19M - $3.27M
|
299K
$7.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
119KNew |
$2.95M - $3.03M
|
119K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
85.3K+ 142.1% |
$2.12M - $2.17M
|
145K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
72K+ 387.99% |
$1.79M - $1.83M
|
90.6K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
62.8K+ 7.78% |
$1.56M - $1.6M
|
869K
$21.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.7K+ 449.91% |
$1.31M - $1.34M
|
64.4K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45.5K+ 72.9% |
$1.13M - $1.16M
|
108K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.8K+ 121.92% |
$1.04M - $1.07M
|
76.1K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
41.6K+ 305.27% |
$1.03M - $1.06M
|
55.3K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.1K+ 13.42% |
$947K - $972K
|
322K
$8.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
37.9K+ 38.05% |
$941K - $966K
|
137K
$3.45M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$932K - $957K
|
37.5K
$941K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
30.5K+ 3.73% |
$758K - $778K
|
850K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
29.8K+ 309.24% |
$739K - $759K
|
39.4K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
29.2K+ 61.12% |
$724K - $743K
|
76.9K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28.6KNew |
$710K - $729K
|
28.6K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
28.1K+ 40.82% |
$696K - $715K
|
96.8K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
27.4K+ 2.59% |
$680K - $698K
|
1.09M
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
26.3K+ 69.77% |
$653K - $671K
|
64K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26K+ 2.82% |
$646K - $663K
|
948K
$23.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
24.1K+ 2.67% |
$599K - $615K
|
929K
$23.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23K+ 21.39% |
$570K - $585K
|
130K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
22.9K+ 7.44% |
$569K - $584K
|
331K
$8.3M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
22.9K+ 60.3% |
$568K - $583K
|
60.8K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
22.4K+ 60.99% |
$555K - $570K
|
59K
$1.48M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.8K+ 21.39% |
$542K - $556K
|
124K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
21.8KNew |
$540K - $554K
|
21.8K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 7.87% |
$534K - $548K
|
295K
$7.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.8K+ 2551.41% |
$516K - $530K
|
21.6K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.5K+ 25.56% |
$484K - $496K
|
95.7K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$481K - $494K
|
155K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18K+ 112.4% |
$447K - $459K
|
34K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18K+ 57.56% |
$446K - $458K
|
49.2K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.4KNew |
$431K - $443K
|
17.4K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
16.7K+ 12.23% |
$415K - $426K
|
153K
$3.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
16.1K+ 12.49% |
$399K - $410K
|
145K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.8K+ 30.3% |
$392K - $403K
|
68K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
15.1K+ 20.43% |
$374K - $384K
|
88.8K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
13.9KNew |
$346K - $355K
|
13.9K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 43.61% |
$333K - $342K
|
44.1K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.9K+ 9.83% |
$320K - $328K
|
144K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.4K+ 9.21% |
$308K - $316K
|
147K
$3.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 19.77% |
$293K - $301K
|
71.5K
$1.79M
|