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 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
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.23K+ 1.39% |
$149K - $151K
|
453K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.97K+ 31.67% |
$119K - $121K
|
20.7K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.03% |
$71.9 - $72.8
|
10.2K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-600- 4.56% |
$14.4K - $14.6K
|
12.6K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
383K+ 123.79% |
$9.17M - $9.29M
|
692K
$16.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38.4K+ 3.54% |
$919K - $931K
|
1.12M
$27.2M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.18K+ 6.66% |
$76.3K - $77.3K
|
51K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.28K+ 5.62% |
$174K - $177K
|
137K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$107K - $109K
|
179K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
186K+ 27.51% |
$4.46M - $4.52M
|
864K
$20.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.24K+ 7.53% |
$53.6K - $54.2K
|
31.9K
$773K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-284- 2.38% |
$6.8K - $6.89K
|
11.7K
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$359 - $364
|
13.1K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.28K- 0.47% |
$30.7K - $31.1K
|
270K
$6.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
753+ 0.4% |
$18K - $18.3K
|
191K
$4.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04K+ 4.8% |
$24.8K - $25.1K
|
22.6K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
55K+ 5.68% |
$1.32M - $1.34M
|
1.02M
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 35.52% |
$1.16M - $1.18M
|
185K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
950+ 8.88% |
$22.8K - $23.1K
|
11.7K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.03% |
$192 - $194
|
787
$19.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-140K- 73.93% |
$3.36M - $3.41M
|
49.5K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.5K+ 18.33% |
$300K - $304K
|
80.8K
$1.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-27.6K- 48.05% |
$662K - $671K
|
29.9K
$723K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
582+ 2.77% |
$13.9K - $14.1K
|
21.6K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-88.7K- 54.33% |
$2.12M - $2.15M
|
74.5K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
165+ 1.53% |
$3.95K - $4K
|
10.9K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.04K+ 48.71% |
$24.9K - $25.2K
|
3.18K
$76.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.99K+ 8.17% |
$71.7K - $72.7K
|
39.6K
$959K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39.6K- 7.92% |
$948K - $961K
|
460K
$11.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.53K- 47.79% |
$204K - $207K
|
9.32K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.3K+ 19.09% |
$606K - $614K
|
158K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.49K- 0.89% |
$35.7K - $36.1K
|
165K
$4.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
519+ 2.5% |
$12.4K - $12.6K
|
21.2K
$514K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.09K- 3.2% |
$98K - $99.3K
|
124K
$3M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20K+ 133.33% |
$479K - $485K
|
35K
$847K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846+ 0.54% |
$20.3K - $20.5K
|
156K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.36K+ 3.17% |
$176K - $179K
|
239K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.73K+ 15.44% |
$185K - $188K
|
57.8K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
8.58K+ 748.13% |
$206K - $208K
|
9.73K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 0.53% |
$3.95K - $4K
|
31.4K
$760K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
72.2K+ 58.75% |
$1.73M - $1.75M
|
195K
$4.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.13K- 1.05% |
$27.1K - $27.5K
|
107K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.6K+ 20.15% |
$758K - $768K
|
189K
$4.57M
|