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 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
2.25K+ 5.83% |
$53.8K - $54.8K
|
40.9K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 6.71% |
$11.7M - $11.9M
|
7.78M
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
243KNew |
$5.8M - $5.9M
|
243K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.9K+ 12.78% |
$452K - $460K
|
167K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.8K+ 2.17% |
$66.9K - $68.2K
|
132K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
10.8K+ 10.33% |
$258K - $263K
|
115K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.58K+ 15.9% |
$61.5K - $62.6K
|
18.8K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218KNew |
$5.2M - $5.29M
|
218K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.06K- 5.68% |
$49.2K - $50.1K
|
34.3K
$828K
|
|
|
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
$546K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
141KNew |
$3.38M - $3.44M
|
141K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
26.1KNew |
$623K - $634K
|
26.1K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
541K+ 39.06% |
$12.9M - $13.2M
|
1.93M
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.47K+ 12.76% |
$35K - $35.7K
|
13K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
26.8K+ 319.88% |
$640K - $652K
|
35.2K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.3KNew |
$318K - $324K
|
13.3K
$322K
|
|
|
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
$87M
|
|
|
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
$52.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9K+ 23.67% |
$215K - $219K
|
47K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.69KNew |
$207K - $211K
|
8.69K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102K+ 5.06% |
$2.45M - $2.49M
|
2.13M
$51.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
18.4K+ 23.5% |
$440K - $448K
|
96.9K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.4K+ 3.92% |
$57.3K - $58.4K
|
63.7K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3KNew |
$247K - $252K
|
10.3K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
11.2K+ 4.69% |
$267K - $272K
|
249K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.3K+ 35.53% |
$987K - $1M
|
158K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
719+ 28.84% |
$17.2K - $17.5K
|
3.21K
$77.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.9K+ 102.07% |
$285K - $290K
|
23.6K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55.6K+ 79.09% |
$1.33M - $1.35M
|
126K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.01K+ 20.8% |
$71.8K - $73.2K
|
17.5K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
420New |
$10K - $10.2K
|
420
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.7K- 22.91% |
$303K - $308K
|
42.7K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-448- 3.87% |
$10.7K - $10.9K
|
11.1K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.2K+ 52.38% |
$1.34M - $1.37M
|
164K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.3K+ 19.26% |
$485K - $494K
|
126K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5.31K+ 13.12% |
$127K - $129K
|
45.7K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
35.3K+ 2.92% |
$843K - $859K
|
1.25M
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.6K+ 6.01% |
$946K - $963K
|
699K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.5K+ 46.92% |
$704K - $717K
|
92.3K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.69K+ 9.3% |
$88.1K - $89.8K
|
43.4K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 20.27% |
$372K - $379K
|
92.5K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
474K+ 284.58% |
$11.3M - $11.5M
|
640K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.25% |
$143 - $146
|
2.44K
$59K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
46.5K+ 8.48% |
$1.11M - $1.13M
|
595K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 5.83% |
$74.7K - $76.1K
|
56.8K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
227+ 1.48% |
$5.42K - $5.52K
|
15.5K
$375K
|