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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.35K+ 30.25% |
$79.2K - $84.1K
|
14.4K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.1K+ 33.02% |
$73.2K - $77.8K
|
12.5K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.04KNew |
$48.1K - $51.1K
|
2.04K
$50.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.92KNew |
$45.4K - $48.2K
|
1.92K
$47.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.9KNew |
$44.9K - $47.7K
|
1.9K
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$23.6K - $25.1K
|
1K
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
500+ 10.13% |
$11.8K - $12.6K
|
5.44K
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52+ 0.36% |
$1.23K - $1.31K
|
14.6K
$364K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
45New |
$1.06K - $1.13K
|
45
$1.12K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.43KNew |
$34.1K - $35.2K
|
1.43K
$35.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4KNew |
$33.5K - $34.5K
|
1.4K
$34.9K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$7.18K - $7.4K
|
300
$7.48K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
18.8KNew |
$459K - $471K
|
18.8K
$468K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
650New |
$15.9K - $16.3K
|
650
$16.2K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$14.7K - $15.1K
|
600
$15K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$14.7K - $15.1K
|
600
$15K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
185New |
$4.52K - $4.64K
|
185
$4.61K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
92.9KNew |
$2.24M - $2.34M
|
92.9K
$2.31M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.56K+ 3900.0% |
$37.7K - $39.3K
|
1.6K
$39.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.31KNew |
$31.6K - $33K
|
1.31K
$32.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21New |
$507 - $529
|
21
$523
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
128K+ 1175.39% |
$2.98M - $3.17M
|
139K
$3.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.28K+ 600.0% |
$99.8K - $106K
|
5K
$125K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$23.3K - $24.8K
|
1K
$24.9K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
650New |
$15.1K - $16.1K
|
650
$16.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3New |
$69.9 - $74.4
|
3
$74.8
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
640New |
$15.1K - $16.4K
|
640
$15.9K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
503KNew |
$12.3M - $13.2M
|
503K
$12.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$633K - $682K
|
26K
$648K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
105New |
$2.56K - $2.75K
|
105
$2.62K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
542New |
$14.1K - $15.3K
|
542
$13.5K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
97+ 1.22% |
$2.53K - $2.74K
|
8.04K
$200K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24.8K+ 604.88% |
$702K - $717K
|
28.9K
$720K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
10.2KNew |
$295K - $302K
|
10.2K
$255K
|
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
9.6KNew |
$277K - $284K
|
9.6K
$239K
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.7KNew |
$78K - $79.9K
|
2.7K
$67.3K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
110+ 3.97% |
$2.84K - $3.18K
|
2.88K
$71.8K
|
|