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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.2K+ 9.82% |
$418K - $426K
|
192K
$4.83M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.9K+ 135.91% |
$413K - $420K
|
29.3K
$740K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 21.22% |
$412K - $419K
|
96.4K
$2.43M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16.2K+ 28.79% |
$396K - $404K
|
72.7K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
16.2K+ 23.99% |
$394K - $402K
|
83.6K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
16.1KNew |
$393K - $400K
|
16.1K
$406K
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$388K - $395K
|
15.9K
$400K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
15.5K+ 15.23% |
$379K - $386K
|
117K
$2.96M
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
14.3K+ 2.77% |
$350K - $356K
|
531K
$13.4M
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14K+ 76.57% |
$342K - $348K
|
32.3K
$814K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
$321K - $327K
|
13.2K
$332K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.2K+ 2.14% |
$321K - $327K
|
628K
$15.8M
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
12.7K+ 11.54% |
$310K - $316K
|
123K
$3.1M
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12.1K+ 79.23% |
$296K - $302K
|
27.5K
$692K
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.5K+ 4.46% |
$281K - $286K
|
270K
$6.79M
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
11.4KNew |
$277K - $282K
|
11.4K
$286K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.7K+ 2.14% |
$262K - $267K
|
513K
$12.9M
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
10.7K+ 7.04% |
$262K - $267K
|
163K
$4.11M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.4KNew |
$253K - $258K
|
10.4K
$262K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3KNew |
$251K - $256K
|
10.3K
$259K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.1K+ 44.68% |
$247K - $251K
|
32.7K
$825K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10K+ 3.81% |
$245K - $249K
|
273K
$6.89M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.93K+ 89.79% |
$242K - $247K
|
21K
$529K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.76K+ 16.25% |
$238K - $243K
|
69.8K
$1.76M
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
9.09K+ 6.77% |
$222K - $226K
|
143K
$3.61M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.87K+ 59.93% |
$216K - $221K
|
23.7K
$597K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
8.83KNew |
$215K - $220K
|
8.83K
$223K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.6K+ 40.57% |
$185K - $189K
|
26.3K
$663K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.79K+ 7.81% |
$141K - $144K
|
79.9K
$2.01M
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 100.04% |
$137K - $140K
|
11.3K
$284K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.62K+ 7.75% |
$137K - $140K
|
78.1K
$1.97M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.44K+ 5.93% |
$133K - $135K
|
97.1K
$2.45M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.11K+ 1.52% |
$125K - $127K
|
342K
$8.61M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4.92K+ 3.14% |
$120K - $122K
|
162K
$4.08M
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.85K+ 2.33% |
$118K - $121K
|
213K
$5.36M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.72K+ 33.75% |
$115K - $117K
|
18.7K
$471K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.21KNew |
$103K - $105K
|
4.21K
$106K
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.03K+ 19.32% |
$98.2K - $100K
|
24.9K
$627K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.89K+ 8.63% |
$95K - $96.8K
|
49K
$1.24M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
3.89K+ 11.86% |
$94.9K - $96.7K
|
36.7K
$925K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.61K+ 11.15% |
$88.2K - $89.8K
|
36K
$907K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.57K+ 2.85% |
$87.1K - $88.7K
|
129K
$3.25M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.79KNew |
$68.1K - $69.4K
|
2.79K
$70.3K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.74K+ 697.46% |
$66.9K - $68.1K
|
3.13K
$79K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.69K+ 4.39% |
$65.7K - $66.9K
|
64K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.69KNew |
$65.6K - $66.9K
|
2.69K
$67.8K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.65K+ 27.14% |
$64.7K - $65.9K
|
12.4K
$313K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.65K+ 13.2% |
$64.6K - $65.8K
|
22.7K
$572K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 3.86% |
$57.1K - $58.2K
|
63K
$1.59M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.32K+ 1.57% |
$56.6K - $57.7K
|
150K
$3.78M
|