Latest Institutional Transactions on Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBDS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.66K+ 26.26% |
$231K - $234K
|
46.5K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 15.05% |
$33.5K - $33.8K
|
10.7K
$259K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-644- 5.96% |
$15.4K - $15.6K
|
10.2K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.97K+ 27.15% |
$71.1K - $71.9K
|
13.9K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.45K+ 4.78% |
$178K - $180K
|
163K
$3.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.59K+ 18.39% |
$38K - $38.4K
|
10.2K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-151- 1.64% |
$3.61K - $3.65K
|
9.07K
$219K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.43K+ 2.93% |
$34.1K - $34.4K
|
50.1K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.77K+ 7.22% |
$114K - $115K
|
70.9K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.28K+ 26.0% |
$102K - $103K
|
20.7K
$501K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 29.91% |
$931K - $941K
|
169K
$4.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
53.6K+ 77.21% |
$1.28M - $1.29M
|
123K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
10.5K+ 3.34% |
$250K - $253K
|
323K
$7.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.26K+ 8.03% |
$77.9K - $78.7K
|
43.8K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.09% |
$115K - $116K
|
57.5K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17K+ 14.69% |
$405K - $410K
|
132K
$3.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 14.35% |
$24.9K - $25.2K
|
8.31K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.44M+ 2943.98% |
$106M - $107M
|
4.59M
$111M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.78% |
$143 - $145
|
779
$18.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26.3K- 10.68% |
$628K - $636K
|
220K
$5.32M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.63K+ 7.74% |
$62.9K - $63.6K
|
36.6K
$885K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 1.25% |
$49.6K - $50.2K
|
163K
$3.95M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
112KNew |
$2.66M - $2.71M
|
112K
$2.7M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
12.6KNew |
$301K - $306K
|
12.6K
$304K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
30.8KNew |
$736K - $749K
|
30.8K
$745K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65.2K+ 152.77% |
$1.56M - $1.58M
|
108K
$2.61M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
31.9KNew |
$763K - $777K
|
31.9K
$772K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.02M- 37.05% |
$48.2M - $49.1M
|
3.43M
$83M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.1K+ 144.69% |
$815K - $830K
|
57.7K
$1.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
86.7K+ 2437.4% |
$2.07M - $2.11M
|
90.3K
$2.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2K+ 239.31% |
$47.8K - $48.7K
|
2.84K
$68.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
175K+ 42.26% |
$4.18M - $4.26M
|
590K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.9K+ 20.78% |
$1.43M - $1.46M
|
348K
$8.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-78.6K- 4.82% |
$1.88M - $1.91M
|
1.55M
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-687K- 35.57% |
$16.4M - $16.7M
|
1.24M
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
541K+ 39.06% |
$12.9M - $13.2M
|
1.93M
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
76.3K+ 17.16% |
$1.82M - $1.86M
|
521K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.2K+ 11.64% |
$818K - $833K
|
329K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.2K+ 2.19% |
$267K - $272K
|
521K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
328+ 2.4% |
$7.83K - $7.98K
|
14K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 10.94% |
$61.5K - $62.6K
|
26.1K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.99K- 6.86% |
$119K - $121K
|
67.7K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.46K- 1.16% |
$34.9K - $35.5K
|
125K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
54.4K+ 8.97% |
$1.3M - $1.32M
|
661K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.25K+ 5.83% |
$53.8K - $54.8K
|
40.9K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 6.71% |
$11.7M - $11.9M
|
7.78M
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
243KNew |
$5.8M - $5.9M
|
243K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 12.78% |
$452K - $460K
|
167K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.8K+ 2.17% |
$66.9K - $68.2K
|
132K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.8K+ 10.33% |
$258K - $263K
|
115K
$2.79M
|
|