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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.24K+ 11.46% |
$54.7K - $55.7K
|
21.8K
$549K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.05K+ 31.75% |
$50.1K - $51K
|
8.52K
$215K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.01K+ 36.56% |
$49.1K - $50.1K
|
7.52K
$190K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.68K+ 7.06% |
$40.9K - $41.7K
|
25.5K
$641K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.67K+ 3.77% |
$40.6K - $41.4K
|
45.9K
$1.16M
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
1.47K+ 1.55% |
$35.8K - $36.5K
|
96.4K
$2.43M
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.37K+ 9.37% |
$33.4K - $34K
|
16K
$403K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.35K+ 8.13% |
$33K - $33.6K
|
18K
$454K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$29.5K - $30K
|
1.21K
$30.4K
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.2K+ 4.58% |
$29.2K - $29.7K
|
27.3K
$689K
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.14K+ 2.05% |
$27.8K - $28.3K
|
56.6K
$1.43M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24.4K - $24.9K
|
1K
$25.2K
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1K+ 5.28% |
$24.4K - $24.9K
|
19.9K
$503K
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
857+ 4.19% |
$20.9K - $21.3K
|
21.3K
$537K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
815New |
$19.9K - $20.3K
|
815
$20.5K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
809+ 50.53% |
$19.7K - $20.1K
|
2.41K
$60.7K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
737+ 184.25% |
$18K - $18.3K
|
1.14K
$28.7K
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650New |
$15.9K - $16.2K
|
650
$16.4K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
500+ 4.88% |
$12.2K - $12.4K
|
10.7K
$271K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
410New |
$10K - $10.2K
|
410
$10.3K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
375+ 2.44% |
$9.15K - $9.32K
|
15.7K
$397K
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
318+ 1.01% |
$7.76K - $7.91K
|
31.9K
$804K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
303+ 0.33% |
$7.39K - $7.53K
|
90.9K
$2.29M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
302New |
$7.37K - $7.51K
|
302
$7.61K
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
169+ 1.18% |
$4.12K - $4.2K
|
14.5K
$366K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
150New |
$3.66K - $3.73K
|
150
$3.78K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135+ 1.17% |
$3.29K - $3.36K
|
11.6K
$293K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
118+ 1.17% |
$2.88K - $2.93K
|
10.2K
$256K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 0.19% |
$1.27K - $1.29K
|
27K
$681K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 1.62% |
$1.12K - $1.14K
|
2.89K
$72.8K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
44+ 0.44% |
$1.07K - $1.09K
|
10.1K
$255K
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
28+ 0.53% |
$683 - $696
|
5.29K
$133K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
26+ 1.16% |
$634 - $646
|
2.26K
$57.1K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.2K+ 325.06% |
$1.41M - $1.44M
|
74.7K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.1KNew |
$594K - $605K
|
24.1K
$607K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.2K+ 107.04% |
$524K - $533K
|
41K
$1.03M
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
17.5K+ 83.84% |
$433K - $441K
|
38.5K
$969K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.5K+ 56.28% |
$357K - $363K
|
40.1K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.3KNew |
$328K - $334K
|
13.3K
$335K
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$260K - $265K
|
10.5K
$265K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 106.56% |
$250K - $254K
|
19.6K
$494K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.99K+ 116.07% |
$247K - $251K
|
18.6K
$469K
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.85KNew |
$219K - $222K
|
8.85K
$223K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.63KNew |
$114K - $116K
|
4.63K
$117K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$50.5K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$50.4K
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61KNew |
$39.7K - $40.4K
|
1.61K
$40.5K
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 9.57% |
$33.9K - $34.6K
|
15.8K
$397K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.22KNew |
$30.2K - $30.8K
|
1.22K
$30.8K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.19KNew |
$29.3K - $29.8K
|
1.19K
$29.9K
|