Latest Institutional Transactions on Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBDT) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
784+ 6.98% |
$19.9K - $20K
|
12K
$305K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60.9K+ 15.77% |
$1.54M - $1.56M
|
447K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 1.54% |
$305 - $307
|
790
$20.1K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
325+ 1.54% |
$8.25K - $8.31K
|
21.4K
$545K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
547+ 1.54% |
$13.9K - $14K
|
36.1K
$918K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.52K+ 21.73% |
$216K - $218K
|
47.7K
$1.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
862+ 0.83% |
$21.9K - $22K
|
105K
$2.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-4.97K- 7.5% |
$126K - $127K
|
61.2K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-963- 1.71% |
$24.4K - $24.6K
|
55.4K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.5% |
$279 - $281
|
746
$19K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.16K- 5.66% |
$80.1K - $80.7K
|
52.6K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.08K- 0.22% |
$27.4K - $27.6K
|
482K
$12.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-235- 0.11% |
$5.96K - $6.01K
|
220K
$5.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-715- 2.25% |
$18.1K - $18.3K
|
31.1K
$789K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.37K+ 13.3% |
$238K - $240K
|
79.8K
$2.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
340K+ 86.33% |
$8.63M - $8.7M
|
734K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-1.33K- 33.34% |
$33.8K - $34.1K
|
2.67K
$67.7K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
5.84K+ 25.02% |
$148K - $149K
|
29.2K
$742K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
260+ 0.47% |
$6.6K - $6.65K
|
55.9K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25+ 0.05% |
$635 - $639
|
51.3K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
320KNew |
$8.11M - $8.17M
|
320K
$8.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
64.5K+ 24.91% |
$1.64M - $1.65M
|
323K
$8.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
33.2K+ 17.28% |
$842K - $848K
|
225K
$5.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
42.5K+ 3.13% |
$1.08M - $1.09M
|
1.4M
$35.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
91.5K+ 2.85% |
$2.32M - $2.34M
|
3.3M
$84M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
20KNew |
$508K - $511K
|
20K
$508K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12K+ 14.71% |
$303K - $306K
|
93.3K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.36K+ 7.62% |
$59.8K - $60.2K
|
33.3K
$846K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
308+ 48.5% |
$7.82K - $7.88K
|
943
$24K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
192+ 0.94% |
$4.87K - $4.91K
|
20.7K
$525K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.5K+ 9.22% |
$546K - $550K
|
255K
$6.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.36K+ 76.59% |
$238K - $239K
|
21.6K
$549K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
3.02K+ 1.0% |
$76.5K - $77.1K
|
306K
$7.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.78KNew |
$223K - $224K
|
8.78K
$223K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.7K- 0.56% |
$170K - $171K
|
1.2M
$30.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 6.32% |
$5.48M - $5.52M
|
3.63M
$92.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-400- 4.26% |
$10.2K - $10.2K
|
9K
$229K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
18.9K+ 141.48% |
$479K - $483K
|
32.2K
$819K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.93K+ 17.15% |
$99.6K - $100K
|
26.8K
$682K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.38K+ 31.93% |
$136K - $137K
|
22.2K
$565K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.7K+ 3.23% |
$119K - $120K
|
150K
$3.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.8K+ 6.84% |
$300K - $302K
|
185K
$4.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
704+ 7.02% |
$17.9K - $18K
|
10.7K
$273K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
108K+ 11.05% |
$2.75M - $2.77M
|
1.09M
$27.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.01K+ 4.92% |
$152K - $154K
|
128K
$3.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.07KNew |
$230K - $232K
|
9.07K
$231K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.25KNew |
$209K - $211K
|
8.25K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
241K+ 19.98% |
$6.11M - $6.16M
|
1.45M
$36.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
20.5KNew |
$520K - $523K
|
20.5K
$520K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.53K+ 6.79% |
$166K - $167K
|
103K
$2.61M
|
|