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 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
12.9K+ 9.83% |
$320K - $328K
|
144K
$3.6M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
28.1K+ 40.82% |
$696K - $715K
|
96.8K
$2.42M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
26K+ 2.82% |
$646K - $663K
|
948K
$23.7M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23K+ 21.39% |
$570K - $585K
|
130K
$3.26M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 19.77% |
$293K - $301K
|
71.5K
$1.79M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.59K+ 23.12% |
$89.1K - $91.4K
|
19.1K
$477K
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-18.2K- 11.29% |
$451K - $463K
|
143K
$3.57M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.8K+ 17.78% |
$69.5K - $71.3K
|
18.6K
$463K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.26K- 8.71% |
$31.2K - $32K
|
13.2K
$329K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.16K+ 21.31% |
$128K - $132K
|
29.4K
$734K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 8.41% |
$5.36M - $5.5M
|
2.78M
$69.5M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.4KNew |
$431K - $443K
|
17.4K
$434K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
18K+ 112.4% |
$447K - $459K
|
34K
$850K
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$208K - $213K
|
8.37K
$209K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.48% |
$273 - $280
|
754
$18.8K
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.27K+ 10.14% |
$230K - $236K
|
101K
$2.51M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16.1K- 37.8% |
$398K - $409K
|
26.4K
$660K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$24.8 - $25.5
|
27.1K
$676K
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 5.28% |
$251K - $257K
|
201K
$5.03M
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.03K+ 2.87% |
$75.2K - $77.2K
|
109K
$2.71M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
226KNew |
$5.6M - $5.75M
|
226K
$5.63M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.19K+ 15.05% |
$54.2K - $55.7K
|
16.7K
$417K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
785+ 6.88% |
$19.5K - $20K
|
12.2K
$305K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
708+ 1.56% |
$17.6K - $18K
|
46.1K
$1.15M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
21.8K+ 21.39% |
$542K - $556K
|
124K
$3.09M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.08% |
$24.6 - $25.6
|
1.18K
$29.6K
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
248New |
$6.11K - $6.35K
|
248
$6.19K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.94K+ 69.55% |
$171K - $177K
|
16.9K
$422K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.4K+ 111.53% |
$330K - $343K
|
25.4K
$634K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.34K+ 26.47% |
$57.6K - $59.8K
|
11.2K
$279K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
288K+ 10.38% |
$7.1M - $7.38M
|
3.07M
$76.5M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 2.75% |
$4.66M - $4.84M
|
7.07M
$176M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 2.76% |
$452K - $470K
|
684K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.5K+ 4.7% |
$1.32M - $1.37M
|
1.19M
$29.7M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263K+ 52.5% |
$6.49M - $6.74M
|
765K
$19.1M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
604+ 0.31% |
$14.9K - $15.5K
|
196K
$4.89M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.62K+ 2.91% |
$89.1K - $92.7K
|
128K
$3.2M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25.3K+ 192.08% |
$622K - $647K
|
38.4K
$960K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.6KNew |
$581K - $603K
|
23.6K
$589K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
230K+ 102.22% |
$5.67M - $5.89M
|
455K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.7K+ 11.56% |
$559K - $581K
|
219K
$5.47M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
604+ 0.39% |
$14.9K - $15.5K
|
155K
$3.87M
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-96- 0.92% |
$2.36K - $2.46K
|
10.3K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.9K+ 9.05% |
$612K - $636K
|
299K
$7.48M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
103K+ 105.74% |
$2.53M - $2.63M
|
200K
$5M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$346K - $359K
|
14K
$351K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
31.2K+ 3.76% |
$768K - $798K
|
861K
$21.5M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.92K+ 5.88% |
$121K - $126K
|
88.5K
$2.21M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.6K+ 5.3% |
$1.91M - $1.99M
|
1.54M
$38.5M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
338K+ 938.55% |
$8.32M - $8.65M
|
374K
$9.34M
|