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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 2.69% |
$51.6K - $52.5K
|
78.9K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
807New |
$20.1K - $20.5K
|
807
$20.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
496+ 1.63% |
$12.4K - $12.6K
|
30.9K
$786K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
992+ 33.0% |
$24.7K - $25.2K
|
4K
$102K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
187KNew |
$4.63M - $4.71M
|
187K
$4.74M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 1.05% |
$76.3K - $77.8K
|
297K
$7.56M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24K- 15.27% |
$55.6K - $56.7K
|
12.4K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40KNew |
$992K - $1.01M
|
40K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4K+ 41.88% |
$99.2K - $101K
|
13.6K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
986+ 7.97% |
$24.4K - $24.9K
|
13.4K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.17K+ 5.49% |
$29K - $29.6K
|
22.5K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-421- 3.53% |
$10.4K - $10.6K
|
11.5K
$292K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
11.1K+ 4.89% |
$275K - $280K
|
238K
$6.04M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.01KNew |
$199K - $202K
|
8.01K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-354- 0.93% |
$8.78K - $8.94K
|
37.7K
$959K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-400- 3.45% |
$9.92K - $10.1K
|
11.2K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43KNew |
$35.4K - $36.1K
|
1.43K
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$214K - $218K
|
8.64K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 9.2% |
$52K - $53K
|
20.7K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
735New |
$18.2K - $18.6K
|
735
$18.7K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.53KNew |
$236K - $241K
|
9.53K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.79K- 25.94% |
$69.2K - $70.5K
|
7.96K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
997+ 6.12% |
$24.7K - $25.2K
|
17.3K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
49.6KNew |
$1.23M - $1.25M
|
49.6K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-531- 2.58% |
$13.2K - $13.4K
|
20K
$510K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.5KNew |
$1.47M - $1.5M
|
59.5K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
506New |
$12.5K - $12.8K
|
506
$12.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
33.1K+ 237.03% |
$819K - $835K
|
47K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 16.67% |
$2.48K - $2.53K
|
500
$12.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
180+ 3.63% |
$4.46K - $4.55K
|
5.14K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
19.8K+ 13.2% |
$490K - $500K
|
170K
$4.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-22.1K- 40.89% |
$549K - $559K
|
32K
$813K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.48K+ 28.67% |
$61.6K - $62.7K
|
11.1K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
35.8K+ 36.93% |
$886K - $903K
|
133K
$3.37M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
65.3KNew |
$1.62M - $1.66M
|
65.3K
$1.66M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
87+ 255.88% |
$2.16K - $2.22K
|
121
$3.08K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
514New |
$12.8K - $13.1K
|
514
$13.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.6K+ 35.16% |
$982K - $1.01M
|
152K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217New |
$5.39K - $5.53K
|
217
$5.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
528New |
$13.1K - $13.5K
|
528
$13.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.46KNew |
$160K - $165K
|
6.46K
$164K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-2.25K- 20.98% |
$55.9K - $57.4K
|
8.49K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$3.1K - $3.19K
|
125
$3.18K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 178.39% |
$128K - $131K
|
8.04K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$1.96K - $2.01K
|
79
$2.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.5K+ 7.87% |
$534K - $548K
|
295K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$932K - $957K
|
37.5K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
136+ 11.34% |
$3.38K - $3.47K
|
1.34K
$33.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$203K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
36+ 1.57% |
$894 - $917
|
2.33K
$59.1K
|
|