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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
536New |
$12.4K - $12.6K
|
536
$13K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$290K - $297K
|
12.6K
$305K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54.2K+ 6.77% |
$1.27M - $1.3M
|
855K
$20.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.05K- 10.61% |
$24.6K - $25.1K
|
8.84K
$214K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-11.6K- 49.31% |
$272K - $278K
|
12K
$289K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08KNew |
$25.3K - $25.9K
|
1.08K
$26.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
48KNew |
$1.12M - $1.15M
|
48K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.72K+ 16.95% |
$40.2K - $41.2K
|
11.9K
$287K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-375- 2.6% |
$8.77K - $8.98K
|
14.1K
$340K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.5KNew |
$58.5K - $59.9K
|
2.5K
$60.5K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
97.9KNew |
$2.27M - $2.35M
|
97.9K
$2.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.52K- 15.07% |
$35.1K - $36.4K
|
8.54K
$207K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38.6KNew |
$894K - $927K
|
38.6K
$935K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$90.2 - $94.7
|
4
$96.8
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12.3K+ 341.52% |
$277K - $290K
|
15.9K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
16KNew |
$361K - $379K
|
16K
$388K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.44KNew |
$32.4K - $34K
|
1.44K
$34.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
123K+ 16482.17% |
$2.77M - $2.91M
|
124K
$2.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
855New |
$19.3K - $20.2K
|
855
$20.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6.39KNew |
$144K - $151K
|
6.39K
$155K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$13K - $14K
|
571
$13.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
275KNew |
$6.26M - $6.74M
|
275K
$6.65M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-115K- 84.38% |
$2.61M - $2.81M
|
21.2K
$514K
|
|
| Q2 2022 | |||||||
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.71KClosed |
$39.8K - $42.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$607K - $646K
|
26K
$629K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-700Closed |
$16.3K - $17.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-74.5KClosed |
$1.74M - $1.85M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.45KClosed |
$33.8K - $36K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
444KNew |
$10.4M - $11M
|
444K
$10.7M
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.65KClosed |
$90.3K - $96.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$233K - $250K
|
9.43K
$228K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99+ 1.16% |
$2.45K - $2.62K
|
8.6K
$208K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.07K- 51.85% |
$26.3K - $28.2K
|
989
$23.9K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-7.73KClosed |
$191K - $205K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20.7KClosed |
$513K - $549K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-169Closed |
$4.46K - $4.57K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.1KClosed |
$874K - $896K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26.4 - $27
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-970Closed |
$25.6K - $26.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 20.68% |
$4.48K - $4.6K
|
652
$15.8K
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$782 - $791
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.67K - $2.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.38KClosed |
$63.3K - $64.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-58.1KClosed |
$1.55M - $1.58M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-490Closed |
$13.1K - $13.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-527KClosed |
$14M - $14.5M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-8.3KClosed |
$221K - $229K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.53KNew |
$122K - $125K
|
4.53K
$110K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
578+ 18.77% |
$15.6K - $15.9K
|
3.66K
$88.5K
|
|