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 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.55K+ 9.17% |
$39.2K - $39.7K
|
18.5K
$470K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.7K+ 18.98% |
$321K - $325K
|
79.7K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.11M- 90.52% |
$53.1M - $53.8M
|
221K
$5.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45+ 0.22% |
$1.14K - $1.15K
|
20.9K
$531K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
6.98K+ 4.37% |
$176K - $178K
|
167K
$4.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.37K+ 47.81% |
$161K - $163K
|
19.7K
$501K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
688New |
$17.4K - $17.6K
|
688
$17.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.2K+ 57.58% |
$1.19M - $1.21M
|
129K
$3.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-73.7K- 4.33% |
$1.86M - $1.88M
|
1.63M
$41.3M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 11.97% |
$285K - $288K
|
105K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2.69K- 10.05% |
$68K - $68.8K
|
24.1K
$613K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
27.4K+ 16.21% |
$691K - $700K
|
196K
$4.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
74+ 0.86% |
$1.87K - $1.89K
|
8.63K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
482+ 0.29% |
$12.2K - $12.3K
|
168K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-9.54K- 4.01% |
$241K - $244K
|
228K
$5.8M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.99K+ 5.03% |
$202K - $204K
|
167K
$4.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.05% |
$227 - $230
|
18.7K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
20K+ 15.61% |
$504K - $510K
|
148K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
830+ 2.27% |
$20.9K - $21.2K
|
37.4K
$951K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.79K- 1.03% |
$222K - $225K
|
848K
$21.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-995- 41.54% |
$25.1K - $25.4K
|
1.4K
$35.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.47K+ 11.33% |
$189K - $191K
|
73.4K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
41+ 0.21% |
$1.03K - $1.05K
|
19.6K
$499K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
24.6K+ 495.77% |
$621K - $629K
|
29.6K
$752K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.95K- 4.08% |
$49.2K - $49.8K
|
45.8K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.09KNew |
$27.6K - $27.9K
|
1.09K
$27.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.7K+ 50.14% |
$269K - $273K
|
32K
$813K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
12K+ 5.85% |
$304K - $308K
|
218K
$5.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
20.6KNew |
$521K - $527K
|
20.6K
$524K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.66K+ 3.6% |
$67.2K - $68K
|
76.5K
$1.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-476- 12.36% |
$12K - $12.2K
|
3.37K
$85.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.08K+ 18.29% |
$128K - $130K
|
32.9K
$836K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
350+ 3.71% |
$8.83K - $8.95K
|
9.78K
$249K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
50+ 0.3% |
$1.26K - $1.28K
|
16.8K
$428K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
564New |
$14.2K - $14.4K
|
564
$14.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.69KNew |
$245K - $248K
|
9.69K
$246K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
13.7K+ 3.61% |
$346K - $351K
|
393K
$10M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.2K+ 14.13% |
$283K - $287K
|
90.5K
$2.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-326- 0.52% |
$8.23K - $8.33K
|
62.3K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.1K+ 18.45% |
$256K - $259K
|
65.1K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.8K+ 79.87% |
$1.05M - $1.07M
|
94K
$2.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.3K- 9.8% |
$335K - $339K
|
122K
$3.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
685+ 1.34% |
$17.3K - $17.5K
|
51.7K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.97K+ 1.37% |
$74.9K - $75.8K
|
220K
$5.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.03K+ 5.0% |
$25.9K - $26.3K
|
21.6K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.83K+ 84.44% |
$248K - $251K
|
21.5K
$546K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 6.19% |
$74.7K - $75.7K
|
50.7K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-712- 1.78% |
$18K - $18.2K
|
39.2K
$997K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
32.1K+ 2.61% |
$811K - $822K
|
1.27M
$32.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98+ 1.01% |
$2.47K - $2.5K
|
9.76K
$248K
|
|