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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
33.1K+ 237.03% |
$819K - $835K
|
47K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
19.8K+ 13.2% |
$490K - $500K
|
170K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
11.1K+ 4.89% |
$275K - $280K
|
238K
$6.04M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.53KNew |
$236K - $241K
|
9.53K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.64KNew |
$214K - $218K
|
8.64K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.01KNew |
$199K - $202K
|
8.01K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4K+ 41.88% |
$99.2K - $101K
|
13.6K
$344K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.08K+ 1.05% |
$76.3K - $77.8K
|
297K
$7.56M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43KNew |
$35.4K - $36.1K
|
1.43K
$36.4K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.17K+ 5.49% |
$29K - $29.6K
|
22.5K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
997+ 6.12% |
$24.7K - $25.2K
|
17.3K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
986+ 7.97% |
$24.4K - $24.9K
|
13.4K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
735New |
$18.2K - $18.6K
|
735
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
506New |
$12.5K - $12.8K
|
506
$12.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
180+ 3.63% |
$4.46K - $4.55K
|
5.14K
$131K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
65.3KNew |
$1.62M - $1.66M
|
65.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
39.6K+ 35.16% |
$982K - $1.01M
|
152K
$3.86M
|
|
|
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 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.4KNew |
$431K - $443K
|
17.4K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8KNew |
$199K - $204K
|
8K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
6.46KNew |
$160K - $165K
|
6.46K
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.15K+ 178.39% |
$128K - $131K
|
8.04K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.6KNew |
$89.4K - $91.7K
|
3.6K
$91.5K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.91KNew |
$47.5K - $48.7K
|
1.91K
$48.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
528New |
$13.1K - $13.5K
|
528
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
514New |
$12.8K - $13.1K
|
514
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
267+ 2.05% |
$6.63K - $6.8K
|
13.3K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217New |
$5.39K - $5.53K
|
217
$5.52K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
136+ 11.34% |
$3.38K - $3.47K
|
1.34K
$33.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$3.1K - $3.19K
|
125
$3.18K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
87+ 255.88% |
$2.16K - $2.22K
|
121
$3.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
79New |
$1.96K - $2.01K
|
79
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
36+ 1.57% |
$894 - $917
|
2.33K
$59.1K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
173K+ 45.91% |
$4.26M - $4.42M
|
549K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
77.8K+ 6.88% |
$1.92M - $1.99M
|
1.21M
$30.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55.5K+ 16.29% |
$1.37M - $1.42M
|
396K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
31.2K+ 3.76% |
$768K - $798K
|
861K
$21.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.49K+ 45.21% |
$234K - $243K
|
30.5K
$775K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
590New |
$14.5K - $15.1K
|
590
$15K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22New |
$542 - $563
|
22
$559
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
104KNew |
$2.54M - $2.59M
|
104K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.1K+ 6.21% |
$466K - $475K
|
327K
$8.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
15.9KNew |
$388K - $395K
|
15.9K
$404K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.63K+ 100.04% |
$137K - $140K
|
11.3K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.69KNew |
$65.6K - $66.9K
|
2.69K
$68.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.01K+ 36.56% |
$49.1K - $50.1K
|
7.52K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.21KNew |
$29.5K - $30K
|
1.21K
$30.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650New |
$15.9K - $16.2K
|
650
$16.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
410New |
$10K - $10.2K
|
410
$10.4K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
302New |
$7.37K - $7.51K
|
302
$7.68K
|
|