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 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
|
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
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
35.6KNew |
$897K - $909K
|
35.6K
$904K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
163+ 1.14% |
$4.11K - $4.17K
|
14.4K
$367K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.95K+ 10.94% |
$125K - $126K
|
50.2K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.98K+ 24.47% |
$50K - $50.7K
|
10.1K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.17% |
$227 - $230
|
778
$19.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3.72K+ 46.09% |
$93.8K - $95K
|
11.8K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
12.9K+ 23.1% |
$326K - $330K
|
68.7K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.15K+ 2.72% |
$54.3K - $55K
|
81.3K
$2.07M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
33K+ 21.5% |
$834K - $845K
|
187K
$4.75M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
14.2K+ 3.03% |
$358K - $363K
|
483K
$12.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.86K- 3.72% |
$123K - $124K
|
126K
$3.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 1.44% |
$5.05K - $5.11K
|
14.1K
$358K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
40.1K+ 15.27% |
$1.01M - $1.02M
|
303K
$7.69M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.33K- 6.13% |
$233K - $237K
|
143K
$3.63M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 4.79% |
$2.18M - $2.22M
|
1.91M
$48.5M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-584- 3.62% |
$14.6K - $14.8K
|
15.5K
$395K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.23K- 2.81% |
$30.6K - $31.1K
|
42.4K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
353New |
$8.8K - $8.97K
|
353
$8.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.09KNew |
$202K - $206K
|
8.09K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
54.6K+ 33.07% |
$1.36M - $1.39M
|
220K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
29.5KNew |
$736K - $750K
|
29.5K
$750K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
9.06KNew |
$226K - $230K
|
9.06K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 52.33% |
$402K - $410K
|
14.7K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
178KNew |
$4.43M - $4.52M
|
178K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.5K- 15.63% |
$37.4K - $38.1K
|
8.1K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.01KNew |
$50.2K - $51.1K
|
2.01K
$51.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
9.61K+ 16.58% |
$240K - $244K
|
67.6K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.61K+ 1.22% |
$90.1K - $91.9K
|
299K
$7.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 14.49% |
$34.7K - $35.4K
|
11K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.89KNew |
$197K - $201K
|
7.89K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.5K+ 1.79% |
$286K - $291K
|
652K
$16.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.78K+ 3.8% |
$44.3K - $45.2K
|
48.6K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.04K- 80.31% |
$50.9K - $51.9K
|
500
$12.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.3KNew |
$357K - $363K
|
14.3K
$363K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.55K+ 194.72% |
$38.6K - $39.4K
|
2.34K
$59.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.3K- 13.34% |
$32.3K - $32.9K
|
8.42K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
185New |
$4.61K - $4.7K
|
185
$4.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-800- 4.31% |
$20K - $20.3K
|
17.8K
$451K
|
|