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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55.7KNew |
$1.41M - $1.42M
|
55.7K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-57.3K- 46.08% |
$1.45M - $1.47M
|
67.1K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.03K- 5.36% |
$152K - $154K
|
107K
$2.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16.9K+ 9.33% |
$426K - $432K
|
198K
$5.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.39K- 5.84% |
$35.2K - $35.6K
|
22.5K
$571K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-6.94K- 33.66% |
$175K - $177K
|
13.7K
$348K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.7K+ 7.4% |
$295K - $299K
|
170K
$4.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27+ 1.12% |
$681 - $690
|
2.43K
$61.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
85.5K+ 80.2% |
$2.16M - $2.18M
|
192K
$4.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-6.77K- 5.26% |
$171K - $173K
|
122K
$3.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
634+ 2.36% |
$16K - $16.2K
|
27.5K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
300+ 0.61% |
$7.57K - $7.67K
|
49.6K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
12KNew |
$304K - $307K
|
12K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
13.9K+ 9.17% |
$351K - $356K
|
166K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.49K- 11.62% |
$37.6K - $38K
|
11.3K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 16.67% |
$2.98M - $3.02M
|
827K
$21M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.6MNew |
$65.7M - $66.6M
|
2.6M
$66.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
54+ 0.21% |
$1.36K - $1.38K
|
26.1K
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
92+ 1.08% |
$2.32K - $2.35K
|
8.63K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
168+ 7.01% |
$4.24K - $4.29K
|
2.57K
$65.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.24K+ 455.31% |
$183K - $185K
|
8.84K
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11.9K+ 3.17% |
$300K - $304K
|
387K
$9.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 4.81% |
$3.72M - $3.77M
|
3.21M
$81.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
63.3K+ 12.74% |
$1.6M - $1.62M
|
561K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-13.3K- 2.38% |
$335K - $339K
|
544K
$13.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
56.6K+ 41.6% |
$1.43M - $1.45M
|
193K
$4.9M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.87K- 17.26% |
$123K - $124K
|
23.3K
$594K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.11K+ 4.68% |
$78.5K - $79.5K
|
69.6K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.77K- 1.96% |
$70K - $70.9K
|
139K
$3.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
12.8KNew |
$323K - $327K
|
12.8K
$325K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.34K+ 3.43% |
$58.9K - $59.7K
|
70.4K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.8K+ 23.01% |
$827K - $837K
|
175K
$4.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
207KNew |
$5.22M - $5.29M
|
207K
$5.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.06KNew |
$203K - $206K
|
8.06K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
148+ 1.14% |
$3.74K - $3.78K
|
13.1K
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.5K+ 10.61% |
$392K - $397K
|
162K
$4.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.28K+ 2.55% |
$32.2K - $32.6K
|
51.2K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.89K+ 1.13% |
$72.8K - $73.7K
|
259K
$6.58M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
238+ 1.14% |
$6.01K - $6.08K
|
21.1K
$537K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
127+ 0.36% |
$3.21K - $3.25K
|
35K
$889K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.19K+ 2.89% |
$29.9K - $30.3K
|
42.2K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 1.1% |
$202 - $204
|
735
$18.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
225K+ 133.13% |
$5.68M - $5.75M
|
394K
$10M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
55.6KNew |
$1.4M - $1.42M
|
55.6K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
116+ 0.96% |
$2.93K - $2.96K
|
12.2K
$311K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-420- 1.71% |
$10.6K - $10.7K
|
24.1K
$613K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11K+ 8.28% |
$279K - $282K
|
144K
$3.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
31K+ 2.33% |
$782K - $792K
|
1.36M
$34.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.95K+ 1.54% |
$226K - $229K
|
591K
$15M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-688- 0.48% |
$17.4K - $17.6K
|
142K
$3.62M
|
|