Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.05K+ 43.09% |
$24.9K - $24.9K
|
3.48K
$82.6K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
136K+ 72.87% |
$3.23M - $3.23M
|
323K
$7.66M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
46.4K+ 2.22% |
$1.1M - $1.1M
|
2.13M
$50.7M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-87K- 74.62% |
$2.07M - $2.07M
|
29.6K
$703K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.2K+ 46.98% |
$1.17M - $1.17M
|
154K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
166+ 0.72% |
$3.94K - $3.94K
|
23.2K
$552K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.6K- 14.84% |
$749K - $749K
|
181K
$4.3M
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
7.9K+ 25.69% |
$188K - $188K
|
38.7K
$918K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51+ 0.02% |
$1.21K - $1.21K
|
299K
$7.11M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
973+ 2.08% |
$23.1K - $23.1K
|
47.8K
$1.13M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.3K+ 1.97% |
$1.39M - $1.39M
|
3.02M
$71.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53M- 64.55% |
$36.4M - $36.4M
|
842K
$20M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
255K+ 27.07% |
$6.06M - $6.06M
|
1.2M
$28.5M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22+ 0.05% |
$523 - $523
|
48.2K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 11.08% |
$424K - $424K
|
179K
$4.25M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.39K+ 7.18% |
$33K - $33K
|
20.7K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
319K+ 43.43% |
$7.58M - $7.58M
|
1.05M
$25M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-2.11K- 4.64% |
$50K - $50K
|
43.3K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
41.9K+ 62.17% |
$996K - $996K
|
109K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-942- 7.6% |
$22.4K - $22.4K
|
11.5K
$272K
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
7.07K+ 30.89% |
$168K - $168K
|
30K
$712K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.92KNew |
$212K - $212K
|
8.92K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-930- 97.48% |
$22.1K - $22.1K
|
24
$570
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 8.14% |
$35.6K - $35.6K
|
19.9K
$473K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11KNew |
$262K - $262K
|
11K
$262K
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
30.9K+ 5.83% |
$734K - $734K
|
561K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.2KNew |
$28.4K - $28.4K
|
1.2K
$28.4K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
118+ 1.32% |
$2.8K - $2.8K
|
9.07K
$215K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.34K- 0.73% |
$127K - $127K
|
727K
$17.3M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 49.73% |
$289K - $289K
|
12.3K
$292K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 2.06% |
$243K - $243K
|
506K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.83K- 12.91% |
$115K - $115K
|
32.5K
$773K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.88K+ 5.49% |
$116K - $116K
|
93.8K
$2.23M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.28K+ 158.73% |
$125K - $125K
|
8.61K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 3.69% |
$42.1K - $42.1K
|
49.8K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
29.7K+ 39.27% |
$705K - $705K
|
105K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$59.4K - $59.4K
|
2.5K
$59.4K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7.5K+ 19.13% |
$178K - $178K
|
46.7K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.36K- 18.59% |
$56.1K - $56.1K
|
10.3K
$245K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.2KNew |
$337K - $337K
|
14.2K
$337K
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
10.3KNew |
$245K - $245K
|
10.3K
$245K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.32K+ 2.63% |
$31.4K - $31.4K
|
51.5K
$1.22M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2K- 4.18% |
$266K - $266K
|
257K
$6.1M
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.62K+ 8.17% |
$62.3K - $62.3K
|
34.7K
$825K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$16.6K - $16.6K
|
2K
$47.5K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-177K- 99.27% |
$4.21M - $4.21M
|
1.3K
$30.8K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 7.4% |
$501K - $501K
|
306K
$7.28M
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
546+ 1.87% |
$13K - $13K
|
29.7K
$705K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
251K+ 13.36% |
$5.96M - $5.96M
|
2.13M
$50.6M
|