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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
60.4K+ 32.31% |
N/A
|
247K
$5.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-111K- 14.59% |
N/A
|
649K
$15.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
10.2K+ 71.53% |
N/A
|
24.4K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
106+ 0.05% |
N/A
|
235K
$5.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.09K+ 2.09% |
N/A
|
53.2K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.27K+ 1.21% |
N/A
|
107K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 2.53% |
N/A
|
112K
$2.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$246K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-122K- 55.49% |
N/A
|
98.1K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-10.3K- 50.09% |
N/A
|
10.3K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.7K- 47.14% |
N/A
|
12K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
41.2K+ 3.11% |
N/A
|
1.37M
$32.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-770- 1.88% |
N/A
|
40.3K
$956K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-125- 0.08% |
N/A
|
154K
$3.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
150+ 0.22% |
N/A
|
68.1K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.23K+ 2.24% |
N/A
|
56.2K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
750New |
N/A
|
750
$17.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80KNew |
N/A
|
80K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
94.3K+ 7.63% |
N/A
|
1.33M
$31.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
6.39K+ 2.73% |
N/A
|
240K
$5.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
46.3K+ 4.1% |
N/A
|
1.18M
$27.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.7K+ 3.29% |
N/A
|
336K
$7.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
25.6K+ 20.65% |
N/A
|
149K
$3.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
390+ 2.75% |
N/A
|
14.6K
$346K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
497+ 0.22% |
N/A
|
226K
$5.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.65K+ 5.99% |
N/A
|
82.3K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
N/A
|
5.59K
$133K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
826+ 8.25% |
N/A
|
10.8K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-15.6K- 1.9% |
N/A
|
803K
$19.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
73.6K+ 22.4% |
N/A
|
402K
$9.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
45+ 0.48% |
N/A
|
9.35K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
3.3K+ 10.19% |
N/A
|
35.7K
$848K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
17.9K+ 19.96% |
N/A
|
107K
$2.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.28K+ 4.6% |
N/A
|
120K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
956+ 0.63% |
N/A
|
154K
$3.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
28.4K+ 10.73% |
N/A
|
293K
$6.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-942- 0.69% |
N/A
|
135K
$3.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.83K- 17.52% |
N/A
|
22.7K
$540K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.03K+ 4.53% |
N/A
|
23.8K
$565K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
15K+ 0.85% |
N/A
|
1.77M
$42M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.1K+ 9.89% |
N/A
|
113K
$2.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39.4K+ 5.76% |
N/A
|
724K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-897- 2.22% |
N/A
|
39.5K
$938K
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
2.55K+ 0.99% |
N/A
|
259K
$6.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 5.66% |
N/A
|
24.4K
$579K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
825+ 2.61% |
N/A
|
32.4K
$769K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-50- 0.3% |
N/A
|
16.7K
$397K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-14.7K- 5.33% |
N/A
|
261K
$6.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.01K- 3.79% |
N/A
|
152K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
56.6K+ 14.98% |
N/A
|
434K
$10.3M
|
|