Latest Institutional Purchases of Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2028 Ter (IBDT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
241K+ 19.98% |
$6.11M - $6.16M
|
1.45M
$36.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
108K+ 11.05% |
$2.75M - $2.77M
|
1.09M
$27.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
22.4KNew |
$569K - $573K
|
22.4K
$570K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
20.5KNew |
$520K - $523K
|
20.5K
$520K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.9K+ 14.24% |
$327K - $330K
|
103K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.8K+ 6.84% |
$300K - $302K
|
185K
$4.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.07KNew |
$230K - $232K
|
9.07K
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.43K+ 6.71% |
$214K - $216K
|
134K
$3.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.25KNew |
$209K - $211K
|
8.25K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.53K+ 6.79% |
$166K - $167K
|
103K
$2.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.01K+ 4.92% |
$152K - $154K
|
128K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.38K+ 31.93% |
$136K - $137K
|
22.2K
$565K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.7K+ 3.23% |
$119K - $120K
|
150K
$3.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.67K+ 10.67% |
$118K - $119K
|
48.4K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.93K+ 17.15% |
$99.6K - $100K
|
26.8K
$682K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.71K+ 15.24% |
$94K - $94.7K
|
28K
$712K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2KNew |
$50.8K - $51.1K
|
2K
$50.8K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
865+ 0.86% |
$22K - $22.1K
|
101K
$2.57M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
858+ 1.54% |
$21.8K - $21.9K
|
56.6K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
704+ 7.02% |
$17.9K - $18K
|
10.7K
$273K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 5.83% |
$6.47K - $6.52K
|
4.63K
$118K
|
|
| Q3 2025 | |||||||
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
2.6MNew |
$65.7M - $66.6M
|
2.6M
$66.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
780KNew |
$19.7M - $19.9M
|
780K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
690K+ 26.28% |
$17.4M - $17.6M
|
3.32M
$84.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
400KNew |
$10.1M - $10.2M
|
400K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
361KNew |
$9.11M - $9.22M
|
361K
$9.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 4.21% |
$8.31M - $8.42M
|
8.14M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
325K+ 8.03% |
$8.21M - $8.31M
|
4.37M
$111M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
294K+ 13.91% |
$7.41M - $7.51M
|
2.41M
$61.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
235K+ 46.59% |
$5.94M - $6.01M
|
740K
$18.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
225K+ 133.13% |
$5.68M - $5.75M
|
394K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212K+ 15.04% |
$5.36M - $5.43M
|
1.62M
$41.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
207KNew |
$5.22M - $5.29M
|
207K
$5.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
206K+ 10.05% |
$5.19M - $5.25M
|
2.25M
$57.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
197K+ 6.13% |
$4.98M - $5.04M
|
3.42M
$86.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 4.81% |
$3.72M - $3.77M
|
3.21M
$81.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
133K+ 12.43% |
$3.36M - $3.4M
|
1.2M
$30.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
131K+ 25.88% |
$3.31M - $3.35M
|
637K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 7.15% |
$3.18M - $3.22M
|
1.89M
$48M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
124K+ 4.86% |
$3.12M - $3.16M
|
2.66M
$67.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 16.67% |
$2.98M - $3.02M
|
827K
$21M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
109K+ 10.73% |
$2.75M - $2.79M
|
1.13M
$28.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
85.5K+ 80.2% |
$2.16M - $2.18M
|
192K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
81.9K+ 1419.84% |
$2.07M - $2.09M
|
87.6K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.5K+ 10.19% |
$2.06M - $2.08M
|
881K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.5K+ 4.67% |
$1.9M - $1.93M
|
1.69M
$43M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.2K+ 23.69% |
$1.87M - $1.9M
|
387K
$9.84M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
72.2K+ 24.44% |
$1.82M - $1.85M
|
368K
$9.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.1K+ 89.67% |
$1.69M - $1.71M
|
142K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
63.3K+ 12.74% |
$1.6M - $1.62M
|
561K
$14.2M
|
|