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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
105K+ 9.51% |
$2.64M - $2.67M
|
1.21M
$30.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.06KNew |
$203K - $206K
|
8.06K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
700+ 1.14% |
$17.7K - $17.9K
|
62.1K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
17K+ 71.48% |
$430K - $435K
|
40.9K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
361KNew |
$9.11M - $9.22M
|
361K
$9.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.68K+ 7.49% |
$42.5K - $43K
|
24.1K
$613K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
32.3K+ 23.62% |
$815K - $825K
|
169K
$4.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
5.29K+ 8.49% |
$134K - $135K
|
67.6K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.47K+ 4.22% |
$62.3K - $63.1K
|
61K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.9K+ 11.68% |
$124K - $125K
|
46.8K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
7+ 0.11% |
$177 - $179
|
6.17K
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.51K+ 36.19% |
$139K - $141K
|
20.7K
$527K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-35.6K- 5.82% |
$898K - $910K
|
576K
$14.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.83K+ 2.97% |
$248K - $251K
|
341K
$8.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
699+ 2.7% |
$17.6K - $17.9K
|
26.6K
$676K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.43K- 1.94% |
$36.1K - $36.5K
|
72.2K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-44.8K- 32.95% |
$1.13M - $1.14M
|
91.1K
$2.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.41K+ 2.04% |
$60.7K - $61.5K
|
120K
$3.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 9.62% |
$25.2K - $25.6K
|
9.4K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.41K+ 893.55% |
$136K - $138K
|
6.01K
$153K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
750+ 2.72% |
$18.9K - $19.2K
|
28.4K
$721K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.47K+ 1.81% |
$87.5K - $88.6K
|
195K
$4.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 0.32% |
$379 - $383
|
4.66K
$118K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
215New |
$5.43K - $5.5K
|
215
$5.47K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
29.2K+ 6.09% |
$737K - $747K
|
509K
$12.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
7K+ 17.43% |
$177K - $179K
|
47.2K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.14K+ 14.08% |
$28.8K - $29.2K
|
9.24K
$235K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.52K+ 15.76% |
$114K - $116K
|
33.2K
$845K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
17.9K+ 1.34% |
$453K - $459K
|
1.35M
$34.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
198+ 0.9% |
$5K - $5.06K
|
22.3K
$567K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
72.2K+ 24.44% |
$1.82M - $1.85M
|
368K
$9.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.63KNew |
$243K - $246K
|
9.63K
$245K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
145+ 0.22% |
$3.66K - $3.71K
|
66.2K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.3K- 2.84% |
$284K - $288K
|
386K
$9.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
23.1K+ 13.08% |
$582K - $590K
|
199K
$5.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
638+ 0.31% |
$16.1K - $16.3K
|
205K
$5.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-226- 59.63% |
$5.7K - $5.78K
|
153
$3.89K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25.2K+ 7.34% |
$636K - $644K
|
369K
$9.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
29.5K+ 7.89% |
$745K - $754K
|
403K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212K+ 15.04% |
$5.36M - $5.43M
|
1.62M
$41.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.76K- 2.05% |
$94.8K - $96K
|
180K
$4.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.9K+ 2.08% |
$48K - $48.6K
|
93.3K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
520+ 0.86% |
$13.1K - $13.3K
|
61.1K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
37.7KNew |
$950K - $962K
|
37.7K
$957K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
541+ 5.41% |
$13.7K - $13.8K
|
10.5K
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
53.7K+ 14.32% |
$1.36M - $1.37M
|
429K
$10.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
15.2KNew |
$384K - $389K
|
15.2K
$386K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.86K+ 0.67% |
$46.8K - $47.4K
|
279K
$7.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
990+ 1.79% |
$25K - $25.3K
|
56.3K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-16- 0.11% |
$404 - $409
|
14.3K
$363K
|
|