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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
31.9KNew |
$763K - $777K
|
31.9K
$769K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.02M- 37.05% |
$48.2M - $49.1M
|
3.43M
$82.7M
|
|
|
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
$68.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 12.78% |
$452K - $460K
|
167K
$4.02M
|
|
|
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
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
541K+ 39.06% |
$12.9M - $13.2M
|
1.93M
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-687K- 35.57% |
$16.4M - $16.7M
|
1.24M
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-78.6K- 4.82% |
$1.88M - $1.91M
|
1.55M
$37.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.9K+ 20.78% |
$1.43M - $1.46M
|
348K
$8.39M
|
|
|
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
|
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
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 10.94% |
$61.5K - $62.6K
|
26.1K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
439K+ 19.51% |
$10.5M - $10.7M
|
2.69M
$64.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.99K- 6.86% |
$119K - $121K
|
67.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.46K- 1.16% |
$34.9K - $35.5K
|
125K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
54.4K+ 8.97% |
$1.3M - $1.32M
|
661K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.25K+ 5.83% |
$53.8K - $54.8K
|
40.9K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 6.71% |
$11.7M - $11.9M
|
7.78M
$187M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
243KNew |
$5.8M - $5.9M
|
243K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.8K+ 2.17% |
$66.9K - $68.2K
|
132K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.8K+ 10.33% |
$258K - $263K
|
115K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.58K+ 15.9% |
$61.5K - $62.6K
|
18.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218KNew |
$5.2M - $5.29M
|
218K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.06K- 5.68% |
$49.2K - $50.1K
|
34.3K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
10.7KNew |
$254K - $259K
|
10.7K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13.3K+ 143.39% |
$318K - $324K
|
22.6K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
141KNew |
$3.38M - $3.44M
|
141K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26.1KNew |
$623K - $634K
|
26.1K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.2K+ 11.64% |
$818K - $833K
|
329K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.47K+ 12.76% |
$35K - $35.7K
|
13K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
26.8K+ 319.88% |
$640K - $652K
|
35.2K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
48.1KNew |
$1.15M - $1.17M
|
48.1K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311K+ 9.45% |
$7.43M - $7.57M
|
3.6M
$86.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
22.1K+ 3.96% |
$528K - $537K
|
580K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-967K- 30.97% |
$23.1M - $23.5M
|
2.16M
$51.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9K+ 23.67% |
$215K - $219K
|
47K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.69KNew |
$207K - $211K
|
8.69K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102K+ 5.06% |
$2.45M - $2.49M
|
2.13M
$51.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.3KNew |
$318K - $324K
|
13.3K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
18.4K+ 23.5% |
$440K - $448K
|
96.9K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.4K+ 3.92% |
$57.3K - $58.4K
|
63.7K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$247K - $252K
|
10.3K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
11.2K+ 4.69% |
$267K - $272K
|
249K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.3K+ 35.53% |
$987K - $1M
|
158K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
719+ 28.84% |
$17.2K - $17.5K
|
3.21K
$77.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.9K+ 102.07% |
$285K - $290K
|
23.6K
$569K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55.6K+ 79.09% |
$1.33M - $1.35M
|
126K
$3.03M
|