Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.11K- 14.15% |
$52.3K - $53.3K
|
12.8K
$325K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 9.2% |
$52K - $53K
|
20.7K
$525K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.68K- 4.6% |
$41.7K - $42.5K
|
34.9K
$884K
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.21K- 1.34% |
$30K - $30.6K
|
89.3K
$2.27M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.15K- 2.36% |
$28.6K - $29.1K
|
47.8K
$1.21M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.08K- 0.29% |
$26.7K - $27.2K
|
369K
$9.36M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-786- 12.74% |
$19.5K - $19.9K
|
5.38K
$137K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-531- 2.58% |
$13.2K - $13.4K
|
20K
$509K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-465- 2.16% |
$11.5K - $11.7K
|
21K
$534K
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-421- 3.53% |
$10.4K - $10.6K
|
11.5K
$292K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-400- 3.45% |
$9.92K - $10.1K
|
11.2K
$284K
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-362- 0.62% |
$8.97K - $9.14K
|
58K
$1.47M
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-354- 0.93% |
$8.78K - $8.94K
|
37.7K
$957K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-161- 0.67% |
$3.99K - $4.07K
|
24K
$610K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 16.67% |
$2.48K - $2.53K
|
500
$12.7K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-95- 0.98% |
$2.36K - $2.4K
|
9.61K
$244K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 0.3% |
$719 - $733
|
9.71K
$246K
|
|
Q4 2024 | |||||||
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.8K- 18.92% |
$592K - $607K
|
102K
$2.59M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16.1K- 37.8% |
$398K - $409K
|
26.4K
$670K
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-10.2K- 15.24% |
$254K - $260K
|
56.8K
$1.44M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.1K- 25.67% |
$127K - $130K
|
14.8K
$375K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.25K- 20.98% |
$55.9K - $57.4K
|
8.49K
$215K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.26K- 8.71% |
$31.2K - $32K
|
13.2K
$334K
|
|
Q3 2024 | |||||||
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 15.54% |
$782K - $813K
|
173K
$4.38M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.65K- 6.73% |
$65.2K - $67.8K
|
36.7K
$932K
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.05K- 36.87% |
$50.5K - $52.5K
|
3.51K
$89K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-873- 8.18% |
$21.5K - $22.3K
|
9.8K
$249K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$17.2K - $17.9K
|
2K
$50.7K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$2.88K - $2.99K
|
26.1K
$662K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-96- 0.92% |
$2.36K - $2.46K
|
10.3K
$261K
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$369 - $384
|
9.88K
$251K
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56.9K- 39.71% |
$1.39M - $1.41M
|
86.4K
$2.19M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.14K- 89.06% |
$27.8K - $28.3K
|
140
$3.55K
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-780- 8.76% |
$19K - $19.4K
|
8.13K
$206K
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-770- 60.63% |
$18.8K - $19.1K
|
500
$12.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.8K- 27.22% |
$586K - $597K
|
63.5K
$1.61M
|
|
Feb 10, 2025
Q1 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-14KClosed |
$345K - $351K
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.4K- 54.74% |
$742K - $788K
|
26K
$658K
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-932- 10.14% |
$22K - $23.4K
|
8.26K
$210K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-890- 97.8% |
$21K - $22.3K
|
20
$507
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4K- 13.77% |
$97.7K - $100K
|
25.1K
$636K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-613- 3.26% |
$15K - $15.4K
|
18.2K
$462K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-104K- 84.08% |
$2.45M - $2.66M
|
19.7K
$499K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-965- 0.19% |
$22.8K - $24.8K
|
502K
$12.7M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-558Closed |
$13.2K - $14.3K
|
0
$0
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-70.1KClosed |
$1.71M - $1.84M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.67KClosed |
$65.1K - $70.1K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-980- 10.34% |
$23.9K - $25.7K
|
8.5K
$216K
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-10.5KClosed |
$274K - $296K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-9.87KClosed |
$258K - $279K
|
0
$0
|