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 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.6K+ 2.33% |
$361K - $375K
|
643K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.7K- 33.18% |
$607K - $631K
|
49.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
445K+ 32.84% |
$11M - $11.4M
|
1.8M
$45M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
169+ 1.16% |
$4.16K - $4.32K
|
14.7K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
103KNew |
$2.53M - $2.63M
|
103K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-56.9K- 99.85% |
$1.4M - $1.46M
|
88
$2.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.3K+ 54.19% |
$303K - $315K
|
35K
$874K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.74% |
$73.9 - $76.8
|
407
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.07K+ 1.55% |
$149K - $155K
|
398K
$9.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.7K+ 47.88% |
$1.52M - $1.58M
|
190K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.05K- 36.87% |
$50.5K - $52.5K
|
3.51K
$87.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.28K- 2.85% |
$56K - $58.2K
|
77.6K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
129K+ 12.14% |
$3.19M - $3.31M
|
1.2M
$29.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
8.7KNew |
$214K - $223K
|
8.7K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
116K+ 6.55% |
$2.85M - $2.96M
|
1.88M
$47.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
229+ 1.05% |
$5.64K - $5.86K
|
22K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22New |
$542 - $563
|
22
$549
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.1K+ 29.12% |
$471K - $489K
|
84.8K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.45KNew |
$208K - $216K
|
8.45K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
394+ 1.94% |
$9.7K - $10.1K
|
20.8K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.45K+ 21.43% |
$84.9K - $88.3K
|
19.6K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-873- 8.18% |
$21.5K - $22.3K
|
9.8K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
68.2K+ 64.13% |
$1.68M - $1.75M
|
175K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.86K+ 4.47% |
$70.5K - $73.3K
|
66.9K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
32.4K+ 18.74% |
$798K - $829K
|
205K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
28.1K+ 38.67% |
$692K - $719K
|
101K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.2KNew |
$29.5K - $30.7K
|
1.2K
$30K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.92KNew |
$71.9K - $74.7K
|
2.92K
$72.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.04K+ 12.95% |
$50.2K - $52.2K
|
17.8K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.7K+ 3.07% |
$509K - $529K
|
694K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.7K- 28.28% |
$165K - $171K
|
17K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.44K+ 11.61% |
$35.5K - $36.9K
|
13.9K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
319+ 1.71% |
$7.85K - $8.16K
|
19K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$17.2K - $17.9K
|
2K
$49.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
562+ 3.12% |
$13.8K - $14.4K
|
18.6K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 8.42% |
$2.76M - $2.87M
|
1.44M
$36.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
58.8K+ 118.66% |
$1.45M - $1.51M
|
108K
$2.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.25K- 5.91% |
$30.8K - $32K
|
19.9K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 11.92% |
$5.21M - $5.41M
|
1.98M
$49.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.21KNew |
$29.8K - $31K
|
1.21K
$30.2K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
39.7K+ 92.16% |
$977K - $1.02M
|
82.8K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
918K+ 38.02% |
$22.6M - $23.5M
|
3.33M
$83.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.24K+ 10.37% |
$178K - $185K
|
77K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.77K+ 322.24% |
$191K - $199K
|
10.2K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.7K+ 2.08% |
$262K - $273K
|
524K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
590New |
$14.5K - $15.1K
|
590
$14.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
500+ 10.8% |
$12.3K - $12.8K
|
5.13K
$128K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-15- 0.15% |
$369 - $384
|
9.88K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
29.4K+ 18.02% |
$724K - $752K
|
193K
$4.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
80.2K+ 248.27% |
$1.97M - $2.05M
|
112K
$2.81M
|