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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.59K- 1.27% |
$38.1K - $38.6K
|
123K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 44.6% |
$465K - $471K
|
24.1K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.2K+ 20.23% |
$460K - $466K
|
114K
$2.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-52- 0.1% |
$1.25K - $1.26K
|
50.2K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.68K- 3.73% |
$208K - $211K
|
224K
$5.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
41.8K+ 39.38% |
$1M - $1.01M
|
148K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.8K+ 4.55% |
$67K - $67.8K
|
64.3K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.65K+ 2.92% |
$111K - $113K
|
164K
$3.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.75% |
$2.32K - $2.35K
|
13.1K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
123+ 0.29% |
$2.95K - $2.99K
|
42.2K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
93.4K+ 27.35% |
$2.24M - $2.27M
|
435K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
156+ 0.49% |
$3.74K - $3.79K
|
32.1K
$777K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
198K+ 4.93% |
$4.75M - $4.81M
|
4.21M
$102M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-15.9K- 7.47% |
$382K - $387K
|
198K
$4.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.9K+ 2.02% |
$620K - $628K
|
1.31M
$31.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-260- 0.97% |
$6.23K - $6.31K
|
26.6K
$643K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.71K+ 73.68% |
$185K - $187K
|
18.2K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
686+ 0.22% |
$16.4K - $16.6K
|
314K
$7.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42.9K- 42.91% |
$1.03M - $1.04M
|
57.1K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
186KNew |
$4.45M - $4.51M
|
186K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
42.1K+ 2.94% |
$1.01M - $1.02M
|
1.47M
$35.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.5K+ 17.47% |
$372K - $377K
|
104K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.86K+ 13.38% |
$44.6K - $45.2K
|
15.8K
$382K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 1.1% |
$5.68K - $5.75K
|
21.7K
$525K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
128+ 0.57% |
$3.07K - $3.11K
|
22.5K
$546K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.25% |
$46.2K - $46.8K
|
61.3K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 11.39% |
$308K - $312K
|
126K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
68+ 0.13% |
$1.63K - $1.65K
|
51.8K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$14.1K - $14.3K
|
590
$14.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
397New |
$9.51K - $9.64K
|
397
$9.61K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 35.58% |
$272K - $275K
|
43.3K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.24K+ 5.32% |
$221K - $224K
|
183K
$4.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 1.32% |
$364K - $368K
|
1.14M
$27.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21.5K+ 11.83% |
$515K - $522K
|
203K
$4.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.09K- 6.25% |
$26K - $26.4K
|
16.3K
$395K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-5.05K- 4.97% |
$121K - $123K
|
96.5K
$2.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
63.4K+ 21.99% |
$1.52M - $1.54M
|
352K
$8.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 16.67% |
$471K - $477K
|
137K
$3.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
6.34K+ 67.96% |
$152K - $154K
|
15.7K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
2.31K+ 121.82% |
$55.3K - $56K
|
4.2K
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.17K- 6.31% |
$124K - $125K
|
76.6K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.44K- 4.72% |
$58.6K - $59.3K
|
49.3K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 9.17% |
$93.3K - $94.5K
|
46.3K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.4K- 11.01% |
$57.6K - $58.3K
|
19.4K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
62.9K+ 6.84% |
$1.51M - $1.53M
|
983K
$23.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-851- 0.39% |
$20.4K - $20.7K
|
219K
$5.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32MNew |
$31.6M - $32M
|
1.32M
$32M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.82K+ 6.49% |
$187K - $190K
|
128K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.69K+ 8.41% |
$88.3K - $89.5K
|
47.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
17K+ 1.65% |
$408K - $413K
|
1.05M
$25.4M
|