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 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2K+ 23.12% |
$312K - $322K
|
70.3K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 8.49% |
$3.14M - $3.24M
|
1.7M
$40.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.9K+ 1.04% |
$493K - $510K
|
2.02M
$48.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
293+ 1.26% |
$6.92K - $7.16K
|
23.5K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
112+ 1.24% |
$2.65K - $2.74K
|
9.11K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 33.83% |
$641K - $662K
|
107K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72KNew |
$206K - $213K
|
8.72K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2K+ 3.37% |
$47.3K - $48.8K
|
61.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 16.83% |
$301K - $311K
|
62.8K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10.8K+ 42.61% |
$255K - $264K
|
36.2K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-371- 0.19% |
$8.77K - $9.06K
|
191K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.12KNew |
$216K - $223K
|
9.12K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
346K+ 74.69% |
$8.17M - $8.44M
|
809K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.7K+ 27.72% |
$1.2M - $1.24M
|
234K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
197K+ 25.78% |
$4.66M - $4.81M
|
962K
$23M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 4.19% |
$73.1K - $75.5K
|
76.9K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-2.17K- 4.75% |
$51.3K - $53.1K
|
43.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
41K+ 61.39% |
$968K - $1M
|
108K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-49K- 44.61% |
$1.16M - $1.2M
|
60.9K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-74- 0.86% |
$1.75K - $1.81K
|
8.48K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.7K+ 28.46% |
$87.4K - $90.4K
|
16.7K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.28K+ 13.18% |
$53.8K - $55.6K
|
19.6K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15K+ 25.08% |
$74.4K - $76.9K
|
15.7K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
67.4K+ 16.13% |
$1.59M - $1.65M
|
486K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
28.7K+ 37.78% |
$677K - $700K
|
105K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
986New |
$23.3K - $24.1K
|
986
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 1.56% |
$280K - $290K
|
773K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-3.18K- 8.33% |
$75.1K - $77.7K
|
35K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.3K+ 4.68% |
$77.9K - $80.5K
|
73.7K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 796.92% |
$183K - $190K
|
8.74K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.49KNew |
$58.9K - $60.9K
|
2.49K
$59.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$253K - $262K
|
10.7K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-233- 1.32% |
$5.51K - $5.69K
|
17.4K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.5K+ 18.32% |
$555K - $573K
|
152K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$59.1K - $61.1K
|
2.5K
$59.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
275+ 1.27% |
$6.5K - $6.72K
|
21.9K
$524K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
344+ 0.39% |
$8.13K - $8.4K
|
88.8K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.84K+ 4.78% |
$43.6K - $45K
|
40.4K
$966K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
502+ 117.84% |
$11.9K - $12.3K
|
928
$22.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$16.5K - $17.1K
|
2K
$47.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
40+ 1.1% |
$945 - $977
|
3.68K
$88K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
151+ 0.59% |
$3.57K - $3.69K
|
25.6K
$612K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 16.3% |
$5.19M - $5.37M
|
1.57M
$37.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
60.7K+ 88.6% |
$1.44M - $1.48M
|
129K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
196+ 2.03% |
$4.63K - $4.79K
|
9.86K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.64K+ 13.16% |
$133K - $138K
|
48.5K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.08K+ 10.43% |
$49.1K - $50.7K
|
22K
$526K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.6K+ 4.43% |
$132K - $137K
|
132K
$3.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.4KNew |
$270K - $279K
|
11.4K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
187+ 0.83% |
$4.42K - $4.57K
|
22.7K
$543K
|