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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
12K+ 5.85% |
$304K - $308K
|
218K
$5.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
12KNew |
$304K - $307K
|
12K
$306K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
11.9K+ 3.17% |
$300K - $304K
|
387K
$9.83M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
11.8K+ 6.44% |
$297K - $301K
|
194K
$4.94M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 11.97% |
$285K - $288K
|
105K
$2.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.2K+ 14.13% |
$283K - $287K
|
90.5K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
11.1K+ 14.31% |
$281K - $284K
|
88.9K
$2.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.7K+ 50.14% |
$269K - $273K
|
32K
$813K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.1K+ 18.45% |
$256K - $259K
|
65.1K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.83K+ 2.97% |
$248K - $251K
|
341K
$8.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.83K+ 84.44% |
$248K - $251K
|
21.5K
$546K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
9.69KNew |
$245K - $248K
|
9.69K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
9.66KNew |
$244K - $247K
|
9.66K
$245K
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.63KNew |
$243K - $246K
|
9.63K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.56K+ 4.19% |
$241K - $244K
|
238K
$6.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.95K+ 1.54% |
$226K - $229K
|
591K
$15M
|
|
|
Nov 13, 2025
Q3 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
8.77K+ 8.47% |
$221K - $224K
|
112K
$2.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.62K+ 3.07% |
$218K - $220K
|
289K
$7.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.27KNew |
$209K - $211K
|
8.27K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.16K+ 44.5% |
$206K - $209K
|
26.5K
$674K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.15KNew |
$206K - $208K
|
8.15K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$206K - $208K
|
8.15K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.06KNew |
$203K - $206K
|
8.06K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.06KNew |
$203K - $206K
|
8.06K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.99K+ 5.03% |
$202K - $204K
|
167K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.85K+ 31.75% |
$198K - $201K
|
32.6K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.47K+ 11.33% |
$189K - $191K
|
73.4K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
7K+ 17.43% |
$177K - $179K
|
47.2K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
6.98K+ 4.37% |
$176K - $178K
|
167K
$4.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.86K+ 5.35% |
$173K - $175K
|
135K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.85K+ 6.88% |
$173K - $175K
|
106K
$2.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.37K+ 47.81% |
$161K - $163K
|
19.7K
$501K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.84K+ 25.21% |
$147K - $149K
|
29K
$737K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.52K+ 5.74% |
$139K - $141K
|
102K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.51K+ 36.19% |
$139K - $141K
|
20.7K
$527K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.41K+ 893.55% |
$136K - $138K
|
6.01K
$153K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
5.29K+ 8.49% |
$134K - $135K
|
67.6K
$1.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.08K+ 18.29% |
$128K - $130K
|
32.9K
$836K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.9K+ 11.68% |
$124K - $125K
|
46.8K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.52K+ 15.76% |
$114K - $116K
|
33.2K
$845K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.11K+ 3.28% |
$104K - $105K
|
129K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.72K+ 0.76% |
$94K - $95.2K
|
494K
$12.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3.72K+ 46.09% |
$93.8K - $95K
|
11.8K
$299K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.47K+ 1.81% |
$87.5K - $88.6K
|
195K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.4K+ 31.7% |
$85.9K - $87K
|
14.1K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.4K+ 13.54% |
$85.8K - $86.9K
|
28.5K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
3.33K+ 1.44% |
$84K - $85.1K
|
235K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.21K+ 30.54% |
$81K - $82K
|
13.7K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.11K+ 4.68% |
$78.5K - $79.5K
|
69.6K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 6.19% |
$74.7K - $75.7K
|
50.7K
$1.29M
|
|