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 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
997+ 6.12% |
$24.7K - $25.2K
|
17.3K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
988+ 5.32% |
$24.5K - $25K
|
19.6K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
986+ 7.97% |
$24.4K - $24.9K
|
13.4K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
934+ 2.21% |
$23.2K - $23.6K
|
43.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
890+ 3.03% |
$22.1K - $22.5K
|
30.3K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
885+ 2.02% |
$21.9K - $22.4K
|
44.7K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
805+ 8.28% |
$20K - $20.3K
|
10.5K
$266K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
795New |
$19.7K - $20.1K
|
795
$20.1K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
780+ 0.49% |
$19.3K - $19.7K
|
161K
$4.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
755+ 4.76% |
$18.7K - $19.1K
|
16.6K
$420K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
735New |
$18.2K - $18.6K
|
735
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
604+ 1.33% |
$15K - $15.3K
|
46.1K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
520+ 2.0% |
$12.9K - $13.1K
|
26.6K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
506New |
$12.5K - $12.8K
|
506
$12.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
485+ 0.64% |
$12K - $12.3K
|
76.8K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
358+ 1.65% |
$8.87K - $9.04K
|
22.1K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
324New |
$8.03K - $8.18K
|
324
$8.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
279+ 0.6% |
$6.92K - $7.05K
|
46.7K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
180+ 3.63% |
$4.46K - $4.55K
|
5.14K
$130K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
155+ 0.76% |
$3.84K - $3.92K
|
20.6K
$522K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
154+ 0.39% |
$3.82K - $3.89K
|
39.8K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
125+ 1.47% |
$3.1K - $3.16K
|
8.64K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
115+ 1.13% |
$2.85K - $2.9K
|
10.3K
$260K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 0.76% |
$1.59K - $1.62K
|
8.51K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 0.76% |
$1.51K - $1.54K
|
8.11K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44+ 0.2% |
$1.09K - $1.11K
|
21.9K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.13% |
$868 - $884
|
26K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 0.2% |
$818 - $834
|
16.7K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.8% |
$149 - $152
|
760
$19.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 1.21% |
$124 - $126
|
418
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5+ 0.08% |
$124 - $126
|
6.16K
$156K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.7% |
$124 - $126
|
718
$18.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.67% |
$99.2 - $101
|
599
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$49.6 - $50.5
|
16.1K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
67.3KNew |
$1.67M - $1.71M
|
67.3K
$1.7M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
65.3KNew |
$1.62M - $1.66M
|
65.3K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.6KNew |
$1.21M - $1.24M
|
48.6K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.6K+ 35.16% |
$982K - $1.01M
|
152K
$3.85M
|
|
|
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
$950K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.6K+ 54.11% |
$908K - $932K
|
104K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 7.87% |
$534K - $548K
|
295K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.8K+ 79.84% |
$467K - $480K
|
42.4K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.4KNew |
$431K - $443K
|
17.4K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$273K - $280K
|
11K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7.87K+ 49.25% |
$195K - $201K
|
23.9K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.46KNew |
$160K - $165K
|
6.46K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.3KNew |
$156K - $161K
|
6.3K
$159K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 178.39% |
$128K - $131K
|
8.04K
$203K
|
|