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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
410KNew |
$9.68M - $10M
|
410K
$9.79M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.24% |
$47.3 - $48.8
|
837
$20K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
151+ 0.21% |
$3.57K - $3.69K
|
72.7K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-6.11K- 2.05% |
$144K - $149K
|
292K
$6.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.16K+ 21.99% |
$169K - $175K
|
39.7K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 4.03% |
$1.14M - $1.18M
|
1.25M
$29.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.89K+ 4.32% |
$163K - $168K
|
166K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.02K+ 3.35% |
$47.8K - $49.4K
|
62.4K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.38KNew |
$198K - $205K
|
8.38K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.32M- 67.02% |
$78.3M - $81M
|
1.63M
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
900+ 4.58% |
$21.3K - $22K
|
20.5K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 2.34% |
$356K - $368K
|
659K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.7K+ 13.12% |
$346K - $358K
|
126K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.6KNew |
$462K - $478K
|
19.6K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 2220.0% |
$26.2K - $27.1K
|
1.16K
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
230+ 1.11% |
$5.43K - $5.62K
|
21K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
26.1K+ 4.49% |
$616K - $637K
|
607K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.74% |
$47.3K - $48.8K
|
51.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22K- 28.46% |
$520K - $538K
|
55.3K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
252K+ 12.61% |
$5.95M - $6.15M
|
2.25M
$53.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
167+ 1.1% |
$3.95K - $4.08K
|
15.3K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.9K+ 1.12% |
$1.91M - $1.98M
|
7.29M
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 3.99% |
$2.99M - $3.08M
|
3.29M
$78.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
464K+ 50.37% |
$11M - $11.3M
|
1.39M
$33.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.5K- 57.7% |
$1.22M - $1.26M
|
37.7K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
65.6K+ 164.6% |
$1.55M - $1.6M
|
105K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.4KNew |
$270K - $279K
|
11.4K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111K+ 36.4% |
$2.61M - $2.7M
|
414K
$9.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 3.88% |
$32.1K - $33.2K
|
36.3K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.5K+ 872.03% |
$343K - $355K
|
16.2K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
22.9K+ 3.8% |
$542K - $560K
|
626K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
56+ 0.49% |
$1.32K - $1.37K
|
11.5K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.7K+ 2.65% |
$1.18M - $1.21M
|
1.93M
$46.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.65K+ 16.6% |
$133K - $138K
|
39.7K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.33K+ 9.42% |
$78.6K - $81.2K
|
38.7K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
17.1K+ 81.49% |
$403K - $417K
|
38K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$527K - $544K
|
22.3K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8K+ 2.78% |
$326K - $337K
|
510K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.1K+ 10.15% |
$641K - $662K
|
294K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
409K+ 1136.3% |
$9.66M - $9.99M
|
445K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.12% |
$70.9 - $73.3
|
2.44K
$58.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.5K+ 5.96% |
$579K - $599K
|
436K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.4K+ 45.39% |
$1.45M - $1.5M
|
197K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.15K- 23.63% |
$50.8K - $52.5K
|
6.95K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.29KNew |
$219K - $227K
|
9.29K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-433- 0.47% |
$10.2K - $10.6K
|
92.3K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.39K+ 19.75% |
$56.4K - $58.2K
|
14.5K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-50- 0.98% |
$1.18K - $1.22K
|
5.06K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 1.62% |
$430K - $445K
|
1.14M
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2K+ 23.12% |
$312K - $322K
|
70.3K
$1.68M
|