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 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
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
13.3KNew |
$337K - $341K
|
13.3K
$339K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
13.8K+ 1.43% |
$348K - $352K
|
980K
$24.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.06KNew |
$203K - $206K
|
8.06K
$205K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
4.49K+ 4.89% |
$113K - $115K
|
96.2K
$2.45M
|
|
|
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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20K+ 15.95% |
$505K - $511K
|
145K
$3.7M
|
|
|
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 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
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.76K+ 7.82% |
$44.5K - $45.1K
|
24.3K
$618K
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.1% |
$151 - $153
|
6.28K
$160K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 4.91% |
$37.5K - $38K
|
31.8K
$808K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.53K+ 76.01% |
$89.1K - $90.2K
|
8.17K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
567+ 0.28% |
$14.3K - $14.5K
|
202K
$5.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.16K+ 30.02% |
$79.8K - $80.8K
|
13.7K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.03K+ 1.04% |
$26.1K - $26.4K
|
100K
$2.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.56K+ 4.19% |
$241K - $244K
|
238K
$6.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
140+ 0.69% |
$3.53K - $3.58K
|
20.5K
$520K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15.2K+ 8.46% |
$383K - $387K
|
194K
$4.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10KNew |
$253K - $256K
|
10K
$255K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6KNew |
$897K - $909K
|
35.6K
$904K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.98K+ 4.12% |
$126K - $127K
|
126K
$3.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
400KNew |
$10.1M - $10.2M
|
400K
$10.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.1K+ 29.66% |
$734K - $743K
|
127K
$3.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.18K+ 410.15% |
$232K - $235K
|
11.4K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.01K+ 2.64% |
$152K - $154K
|
233K
$5.93M
|
|