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 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3KNew |
$251K - $256K
|
10.3K
$256K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.6K+ 40.57% |
$185K - $189K
|
26.3K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 100.04% |
$137K - $140K
|
11.3K
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.62K+ 7.75% |
$137K - $140K
|
78.1K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.21KNew |
$103K - $105K
|
4.21K
$105K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.03K+ 19.32% |
$98.2K - $100K
|
24.9K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.79KNew |
$68.1K - $69.4K
|
2.79K
$69.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.69KNew |
$65.6K - $66.9K
|
2.69K
$67K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.65K+ 13.2% |
$64.6K - $65.8K
|
22.7K
$565K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.05K+ 31.75% |
$50.1K - $51K
|
8.52K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.01K+ 36.56% |
$49.1K - $50.1K
|
7.52K
$187K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.37K+ 9.37% |
$33.4K - $34K
|
16K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$29.5K - $30K
|
1.21K
$30.1K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.2K+ 4.58% |
$29.2K - $29.7K
|
27.3K
$681K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24.4K - $24.9K
|
1K
$24.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
815New |
$19.9K - $20.3K
|
815
$20.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650New |
$15.9K - $16.2K
|
650
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
500+ 4.88% |
$12.2K - $12.4K
|
10.7K
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
410New |
$10K - $10.2K
|
410
$10.2K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
302New |
$7.37K - $7.51K
|
302
$7.53K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
150New |
$3.66K - $3.73K
|
150
$3.74K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135+ 1.17% |
$3.29K - $3.36K
|
11.6K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
118+ 1.17% |
$2.88K - $2.93K
|
10.2K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 1.62% |
$1.12K - $1.14K
|
2.89K
$72K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57.2K+ 325.06% |
$1.41M - $1.44M
|
74.7K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.1KNew |
$594K - $605K
|
24.1K
$600K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
21.2K+ 107.04% |
$524K - $533K
|
41K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.3KNew |
$328K - $334K
|
13.3K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10.5KNew |
$260K - $265K
|
10.5K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 106.56% |
$250K - $254K
|
19.6K
$489K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
9.99K+ 116.07% |
$247K - $251K
|
18.6K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
8.85KNew |
$219K - $222K
|
8.85K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$49.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2KNew |
$49.4K - $50.3K
|
2K
$49.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61KNew |
$39.7K - $40.4K
|
1.61K
$40.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.38K+ 9.57% |
$33.9K - $34.6K
|
15.8K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.22KNew |
$30.2K - $30.8K
|
1.22K
$30.5K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
836+ 186.61% |
$20.6K - $21K
|
1.28K
$32K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.8K - $20.1K
|
800
$19.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
600+ 7.44% |
$14.8K - $15.1K
|
8.66K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34New |
$839 - $855
|
34
$847
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41.1K+ 25.01% |
$972K - $1.03M
|
206K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.2KNew |
$714K - $758K
|
30.2K
$753K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.5K+ 97.27% |
$248K - $264K
|
21.3K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10.3KNew |
$243K - $258K
|
10.3K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$240K - $255K
|
10.2K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.6KNew |
$227K - $241K
|
9.6K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
8.23KNew |
$194K - $207K
|
8.23K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.96KNew |
$117K - $124K
|
4.96K
$124K
|
|