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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.9K+ 24146.77% |
$1.07M - $1.09M
|
45.1K
$1.09M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.43K+ 16.32% |
$106K - $107K
|
31.5K
$762K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.4K- 56.13% |
$129K - $131K
|
4.22K
$102K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
125+ 1.21% |
$2.99K - $3.02K
|
10.5K
$253K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25.6K+ 4.46% |
$611K - $618K
|
599K
$14.5M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
29.3K+ 9.46% |
$701K - $709K
|
339K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.83K+ 1021.08% |
$235K - $238K
|
10.8K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 4.71% |
$4.06M - $4.11M
|
3.77M
$91.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 3.28% |
$6.1M - $6.17M
|
8.04M
$194M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.81K+ 0.6% |
$91.2K - $92.2K
|
644K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
55.1K+ 44.08% |
$1.32M - $1.33M
|
180K
$4.35M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72K+ 15.73% |
$88.8K - $89.9K
|
27.4K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 23.83% |
$265K - $268K
|
57.6K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
248KNew |
$5.92M - $5.99M
|
248K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
71.4K+ 10.81% |
$1.71M - $1.73M
|
732K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24KNew |
$29.7K - $30.1K
|
1.24K
$30K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14K+ 23.85% |
$335K - $339K
|
72.7K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16KNew |
$382K - $386K
|
16K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
690+ 1.51% |
$16.5K - $16.7K
|
46.4K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
32New |
$765 - $774
|
32
$773
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.66K+ 1.91% |
$159K - $161K
|
355K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-164K- 75.18% |
$3.91M - $3.96M
|
54K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$47.8 - $48.4
|
18.8K
$453K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
24.3K+ 68.99% |
$580K - $587K
|
59.4K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
382K+ 17.94% |
$9.12M - $9.23M
|
2.51M
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.3K- 1.04% |
$31.2K - $31.5K
|
124K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.4K+ 28.63% |
$632K - $639K
|
119K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 18.87% |
$5.61M - $5.67M
|
1.48M
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
823K+ 42.71% |
$19.7M - $19.9M
|
2.75M
$66.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-166- 0.64% |
$3.97K - $4.01K
|
26K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-590K- 82.2% |
$14.1M - $14.3M
|
128K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17K+ 39.73% |
$405K - $410K
|
59.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.5K+ 19.49% |
$1.23M - $1.25M
|
316K
$7.62M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$574K - $581K
|
24K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-287K- 18.51% |
$6.87M - $6.95M
|
1.27M
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.68K+ 10.68% |
$40.1K - $40.6K
|
17.4K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.16K+ 1.17% |
$51.7K - $52.3K
|
187K
$4.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.4K+ 6.87% |
$870K - $880K
|
566K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-791K- 46.24% |
$18.9M - $19.1M
|
920K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.2% |
$120 - $121
|
2.45K
$59.1K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
207+ 0.48% |
$4.95K - $5.01K
|
43.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-37- 0.08% |
$884 - $895
|
47K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29.7K+ 14.64% |
$710K - $718K
|
233K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116K+ 19.71% |
$2.78M - $2.81M
|
706K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
294K+ 325.74% |
$7.03M - $7.11M
|
384K
$9.28M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.3K- 2.46% |
$54.9K - $55.6K
|
91K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
3.05M+ 373628.69% |
$72.9M - $73.7M
|
3.05M
$73.6M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5K+ 38.59% |
$120K - $121K
|
18K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 39.1% |
$406K - $410K
|
60.4K
$1.46M
|