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 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.2K+ 8.02% |
$79.4K - $81.5K
|
43.1K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 43.61% |
$333K - $342K
|
44.1K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.45K+ 2.23% |
$135K - $139K
|
250K
$6.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
36+ 1.57% |
$894 - $917
|
2.33K
$58.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
30.5K+ 3.73% |
$758K - $778K
|
850K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
72+ 4.4% |
$1.79K - $1.83K
|
1.71K
$42.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.62K+ 1.54% |
$139K - $143K
|
370K
$9.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.28K+ 18.06% |
$206K - $211K
|
54.1K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
267+ 2.05% |
$6.63K - $6.8K
|
13.3K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
62.8K+ 7.78% |
$1.56M - $1.6M
|
869K
$21.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
119KNew |
$2.95M - $3.03M
|
119K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.48K- 3.26% |
$36.6K - $37.6K
|
43.8K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.05K+ 16.31% |
$125K - $129K
|
36K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
732+ 0.55% |
$18.2K - $18.7K
|
134K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
930+ 2.66% |
$23.1K - $23.7K
|
35.9K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-560- 2.64% |
$13.9K - $14.3K
|
20.6K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
29.8K+ 309.24% |
$739K - $759K
|
39.4K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
724+ 1.36% |
$18K - $18.4K
|
54.1K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
13.9KNew |
$346K - $355K
|
13.9K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
BUY
|
- |
2.01K+ 8.37% |
$49.9K - $51.3K
|
26K
$650K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-50.6K- 85.66% |
$1.26M - $1.29M
|
8.47K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.8K+ 11.33% |
$292K - $300K
|
116K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
16.7K+ 12.23% |
$415K - $426K
|
153K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.72KNew |
$241K - $248K
|
9.72K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.11K+ 740.67% |
$27.6K - $28.3K
|
1.26K
$31.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.1K- 9.83% |
$325K - $334K
|
120K
$3M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.5K- 2.75% |
$37.3K - $38.3K
|
53.2K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-176- 0.44% |
$4.37K - $4.48K
|
39.6K
$989K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.39K- 13.93% |
$34.4K - $35.3K
|
8.56K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5.49K+ 2.06% |
$136K - $140K
|
273K
$6.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
11KNew |
$273K - $280K
|
11K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-191K- 56.04% |
$4.75M - $4.88M
|
150K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.8K+ 121.92% |
$1.04M - $1.07M
|
76.1K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
410+ 1.91% |
$10.2K - $10.4K
|
21.8K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6.17K+ 2.88% |
$153K - $157K
|
220K
$5.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.21K+ 13.06% |
$104K - $107K
|
36.4K
$910K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
21.8KNew |
$540K - $554K
|
21.8K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
24.1K+ 2.67% |
$599K - $615K
|
929K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
4.89K+ 11.78% |
$121K - $125K
|
46.4K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18K+ 57.56% |
$446K - $458K
|
49.2K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
15.1K+ 20.43% |
$374K - $384K
|
88.8K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.8K+ 2551.41% |
$516K - $530K
|
21.6K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.91KNew |
$47.5K - $48.7K
|
1.91K
$47.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.8K+ 30.3% |
$392K - $403K
|
68K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.4K+ 7.32% |
$109K - $112K
|
64.5K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.81K+ 1.84% |
$44.9K - $46.1K
|
100K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
52.7K+ 449.91% |
$1.31M - $1.34M
|
64.4K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-5.93K- 5.88% |
$147K - $151K
|
94.9K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
45.5K+ 72.9% |
$1.13M - $1.16M
|
108K
$2.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.4K+ 9.21% |
$308K - $316K
|
147K
$3.67M
|