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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 21.43% |
$2.61K - $2.68K
|
595
$14.9K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.45KNew |
$210K - $215K
|
8.45K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
38.1KNew |
$945K - $970K
|
38.1K
$951K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 4.93% |
$142K - $145K
|
110K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
138KNew |
$3.42M - $3.51M
|
138K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
56.4K+ 6.99% |
$1.4M - $1.44M
|
863K
$21.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
11+ 0.05% |
$273 - $280
|
21.5K
$537K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.25K- 20.98% |
$55.9K - $57.4K
|
8.49K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
139KNew |
$3.46M - $3.55M
|
139K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.8K+ 5.97% |
$1.83M - $1.88M
|
1.31M
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.83K+ 13.78% |
$45.3K - $46.5K
|
15.1K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.6K+ 584.93% |
$287K - $295K
|
13.5K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.2K+ 67.46% |
$401K - $412K
|
40.1K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
187KNew |
$4.63M - $4.76M
|
187K
$4.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-314- 2.06% |
$7.79K - $8K
|
14.9K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.98MNew |
$49M - $50.3M
|
1.98M
$49.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.4K+ 4.06% |
$282K - $290K
|
292K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
88.7K+ 86.17% |
$2.2M - $2.26M
|
192K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.74KNew |
$242K - $248K
|
9.74K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.48K+ 2.08% |
$61.5K - $63.1K
|
122K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.07K+ 3.77% |
$51.3K - $52.7K
|
57K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 2.43% |
$34.7K - $35.6K
|
59K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
261KNew |
$6.48M - $6.65M
|
261K
$6.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
27.2K+ 9.32% |
$675K - $693K
|
319K
$7.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-157- 7.14% |
$3.9K - $4K
|
2.04K
$51K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
71.2K+ 13.66% |
$1.77M - $1.81M
|
592K
$14.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$3.1K - $3.19K
|
125
$3.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
117+ 0.52% |
$2.9K - $2.98K
|
22.8K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.26K+ 43.28% |
$180K - $185K
|
24K
$600K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7.87K+ 49.25% |
$195K - $201K
|
23.9K
$596K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.9K+ 141.6% |
$469K - $481K
|
32.2K
$805K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
26.6K+ 9.5% |
$660K - $678K
|
307K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
32.1K+ 18.06% |
$797K - $818K
|
210K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.6K+ 1.84% |
$89.4K - $91.8K
|
199K
$4.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
17.9K+ 10.03% |
$445K - $457K
|
197K
$4.91M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.7K+ 160.18% |
$314K - $323K
|
20.6K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.46K+ 4.39% |
$136K - $139K
|
130K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-17.1K- 6.48% |
$423K - $435K
|
246K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.2K- 16.4% |
$79.3K - $81.4K
|
16.3K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
32.1K+ 27.29% |
$798K - $819K
|
150K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
126+ 0.8% |
$3.13K - $3.21K
|
15.9K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.64K+ 6.34% |
$90.4K - $92.8K
|
61.1K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
182KNew |
$4.51M - $4.63M
|
182K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 178.39% |
$128K - $131K
|
8.04K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
41.6K+ 305.27% |
$1.03M - $1.06M
|
55.3K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.1K+ 13.23% |
$52K - $53.4K
|
17.9K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
48.2K+ 4.53% |
$1.2M - $1.23M
|
1.11M
$27.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
308+ 0.47% |
$7.64K - $7.85K
|
65.8K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.83K+ 5.8% |
$244K - $250K
|
179K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
658New |
$16.3K - $16.8K
|
658
$16.4K
|