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 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
325+ 1.54% |
$8.25K - $8.31K
|
21.4K
$545K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
308+ 48.5% |
$7.82K - $7.88K
|
943
$24K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
260+ 0.47% |
$6.6K - $6.65K
|
55.9K
$1.42M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
255+ 5.83% |
$6.47K - $6.52K
|
4.63K
$118K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
207+ 2.34% |
$5.25K - $5.29K
|
9.04K
$230K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
192+ 0.94% |
$4.87K - $4.91K
|
20.7K
$525K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25+ 0.05% |
$635 - $639
|
51.3K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 1.54% |
$305 - $307
|
790
$20.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.5% |
$279 - $281
|
746
$19K
|
|
| 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
|
|
|
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
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
59.4KNew |
$1.5M - $1.52M
|
59.4K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
56.6K+ 41.6% |
$1.43M - $1.45M
|
193K
$4.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
55.3K+ 22.67% |
$1.4M - $1.41M
|
299K
$7.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
53.7K+ 14.32% |
$1.36M - $1.37M
|
429K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
47.9K+ 4.3% |
$1.21M - $1.22M
|
1.16M
$29.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
47.2K+ 57.58% |
$1.19M - $1.21M
|
129K
$3.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
43.8KNew |
$1.11M - $1.12M
|
43.8K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.8K+ 79.87% |
$1.05M - $1.07M
|
94K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
40.4K+ 32.73% |
$1.02M - $1.03M
|
164K
$4.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
38.9K+ 3.37% |
$981K - $994K
|
1.19M
$30.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
38.6KNew |
$973K - $985K
|
38.6K
$980K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
37.7KNew |
$950K - $962K
|
37.7K
$957K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
33K+ 21.5% |
$834K - $845K
|
187K
$4.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
32.8K+ 23.01% |
$827K - $837K
|
175K
$4.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
32.3K+ 23.62% |
$815K - $825K
|
169K
$4.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
32.1K+ 2.61% |
$811K - $822K
|
1.27M
$32.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
31K+ 3.36% |
$782K - $792K
|
954K
$24.3M
|
|