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 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
350+ 3.71% |
$8.83K - $8.95K
|
9.78K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
300+ 0.61% |
$7.57K - $7.67K
|
49.6K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
241+ 0.14% |
$6.08K - $6.16K
|
179K
$4.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
215New |
$5.43K - $5.5K
|
215
$5.47K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 1.44% |
$5.05K - $5.11K
|
14.1K
$358K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
198+ 0.9% |
$5K - $5.06K
|
22.3K
$567K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
168+ 7.01% |
$4.24K - $4.29K
|
2.57K
$65.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
163+ 1.14% |
$4.11K - $4.17K
|
14.4K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
148+ 1.14% |
$3.74K - $3.78K
|
13.1K
$333K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98+ 1.01% |
$2.47K - $2.5K
|
9.76K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77+ 0.48% |
$1.94K - $1.97K
|
16K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
74+ 0.86% |
$1.87K - $1.89K
|
8.63K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
65+ 0.75% |
$1.64K - $1.66K
|
8.71K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45+ 0.22% |
$1.14K - $1.15K
|
20.9K
$531K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
41+ 0.21% |
$1.03K - $1.05K
|
19.6K
$499K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
31+ 1.18% |
$782 - $792
|
2.66K
$67.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
27+ 1.12% |
$681 - $690
|
2.43K
$61.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
21+ 8.47% |
$530 - $537
|
269
$6.84K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.05% |
$227 - $230
|
18.7K
$474K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 1.91% |
$202 - $204
|
426
$10.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
7+ 0.11% |
$177 - $179
|
6.17K
$157K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.06% |
$75.7 - $76.7
|
5.43K
$138K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.33% |
$50.5 - $51.1
|
601
$15.3K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
178KNew |
$4.43M - $4.52M
|
178K
$4.52M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 4.79% |
$2.18M - $2.22M
|
1.91M
$48.5M
|
|
|
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 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.3KNew |
$357K - $363K
|
14.3K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.5K+ 1.79% |
$286K - $291K
|
652K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
9.61K+ 16.58% |
$240K - $244K
|
67.6K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
9.06KNew |
$226K - $230K
|
9.06K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8.72K+ 4.66% |
$217K - $222K
|
196K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.09KNew |
$202K - $206K
|
8.09K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7.96KNew |
$199K - $202K
|
7.96K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.89KNew |
$197K - $201K
|
7.89K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 2.69% |
$51.6K - $52.5K
|
78.9K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.01KNew |
$50.2K - $51.1K
|
2.01K
$51.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.78K+ 3.8% |
$44.3K - $45.2K
|
48.6K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.55K+ 194.72% |
$38.6K - $39.4K
|
2.34K
$59.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 14.49% |
$34.7K - $35.4K
|
11K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
807New |
$20.1K - $20.5K
|
807
$20.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
353New |
$8.8K - $8.97K
|
353
$8.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
350+ 41.42% |
$8.73K - $8.9K
|
1.2K
$30.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
282New |
$7.03K - $7.17K
|
282
$7.17K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
185New |
$4.61K - $4.7K
|
185
$4.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
187KNew |
$4.63M - $4.71M
|
187K
$4.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
59.5KNew |
$1.47M - $1.5M
|
59.5K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
49.6KNew |
$1.23M - $1.25M
|
49.6K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
40KNew |
$992K - $1.01M
|
40K
$1.02M
|
|