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 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
11K+ 2.06% |
$270K - $281K
|
542K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
122K+ 547.46% |
$3M - $3.12M
|
144K
$3.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
96.6K+ 7.06% |
$2.38M - $2.47M
|
1.47M
$36.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.95K- 4.39% |
$196K - $204K
|
173K
$4.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.49K+ 45.21% |
$234K - $243K
|
30.5K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.3KNew |
$328K - $341K
|
13.3K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11.6K+ 1023.31% |
$286K - $298K
|
12.8K
$319K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3K+ 30.59% |
$475K - $493K
|
82.3K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 79.58% |
$259K - $269K
|
2.7K
$67.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.32K+ 4.36% |
$229K - $238K
|
223K
$5.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.95K+ 19.27% |
$48.1K - $50K
|
12.1K
$302K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.65K- 6.73% |
$65.2K - $67.8K
|
36.7K
$917K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
845New |
$20.8K - $21.6K
|
845
$21.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
173K+ 45.91% |
$4.26M - $4.42M
|
549K
$13.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3K- 1.98% |
$73.9K - $76.8K
|
148K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.8K+ 6.88% |
$1.92M - $1.99M
|
1.21M
$30.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 16.29% |
$1.37M - $1.42M
|
396K
$9.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 2.94% |
$459K - $477K
|
615K
$15.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
31.5K+ 12.59% |
$775K - $805K
|
281K
$7.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 3.52% |
$60.1K - $62.4K
|
71.7K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.11K+ 1.51% |
$76.5K - $79.5K
|
209K
$5.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
151+ 1.43% |
$3.72K - $3.86K
|
10.7K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.6K+ 21.37% |
$385K - $400K
|
88.8K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-117- 0.45% |
$2.88K - $2.99K
|
26.1K
$652K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
48.6K+ 4.51% |
$1.2M - $1.24M
|
1.13M
$28.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 0.44% |
$9.16K - $9.52K
|
85.7K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 15.54% |
$782K - $813K
|
173K
$4.31M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.2K+ 4.58% |
$29.2K - $29.7K
|
27.3K
$682K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
269KNew |
$6.57M - $6.69M
|
269K
$6.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-63.9K- 44.68% |
$1.56M - $1.59M
|
79.1K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.14K- 89.06% |
$27.8K - $28.3K
|
140
$3.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$388K - $395K
|
15.9K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.79KNew |
$68.1K - $69.4K
|
2.79K
$69.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$29.5K - $30K
|
1.21K
$30.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 100.04% |
$137K - $140K
|
11.3K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.1K+ 6.21% |
$466K - $475K
|
327K
$8.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.3KNew |
$251K - $256K
|
10.3K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56.9K- 39.71% |
$1.39M - $1.41M
|
86.4K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.01K+ 36.56% |
$49.1K - $50.1K
|
7.52K
$188K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-770- 60.63% |
$18.8K - $19.1K
|
500
$12.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650New |
$15.9K - $16.2K
|
650
$16.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.62K+ 7.75% |
$137K - $140K
|
78.1K
$1.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.05K+ 31.75% |
$50.1K - $51K
|
8.52K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.98K- 19.99% |
$72.7K - $74.1K
|
11.9K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
135+ 1.17% |
$3.29K - $3.36K
|
11.6K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.69KNew |
$65.6K - $66.9K
|
2.69K
$67.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
25.6K+ 25.01% |
$625K - $637K
|
128K
$3.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24.4K - $24.9K
|
1K
$25K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.6K+ 40.57% |
$185K - $189K
|
26.3K
$657K
|
|