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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.7K+ 3.78% |
$471K - $477K
|
541K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
287K+ 227.96% |
$6.86M - $6.94M
|
413K
$9.97M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1K+ 16.44% |
$266K - $269K
|
78.8K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 0.55% |
$244K - $247K
|
1.85M
$44.6M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.1KNew |
$384K - $388K
|
16.1K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-324K- 51.33% |
$7.74M - $7.83M
|
307K
$7.41M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9.73K+ 4.01% |
$233K - $235K
|
252K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.9K+ 7.27% |
$571K - $578K
|
352K
$8.51M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
21.4K+ 35.45% |
$512K - $518K
|
81.8K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.88K+ 10.76% |
$44.9K - $45.5K
|
19.3K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.3K- 68.29% |
$844K - $854K
|
16.4K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.93K- 8.79% |
$213K - $216K
|
92.7K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.98K+ 3.12% |
$47.2K - $47.8K
|
65.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
43.2K+ 76.01% |
$1.03M - $1.04M
|
100K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 27.47% |
$345K - $349K
|
67K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61K+ 8.74% |
$1.46M - $1.48M
|
760K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 17.72% |
$264K - $267K
|
51.3K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
168K+ 6.25% |
$4.02M - $4.06M
|
2.86M
$69M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269K+ 12.48% |
$6.43M - $6.51M
|
2.43M
$58.6M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
10.7K+ 4.29% |
$256K - $259K
|
260K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
6.75K+ 25.89% |
$161K - $163K
|
32.8K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
157+ 1.47% |
$3.75K - $3.8K
|
10.8K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150K+ 5.64% |
$3.58M - $3.62M
|
2.81M
$67.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 12.19% |
$269K - $273K
|
104K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.43K+ 23.89% |
$154K - $156K
|
33.4K
$806K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 8.64% |
$30K - $30.3K
|
15.8K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
80+ 0.9% |
$1.91K - $1.93K
|
8.99K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.78K+ 9.84% |
$234K - $237K
|
109K
$2.64M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.09K+ 3.83% |
$97.7K - $98.8K
|
111K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.86K+ 6.36% |
$68.4K - $69.3K
|
47.9K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
656+ 10.88% |
$15.7K - $15.9K
|
6.69K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6K- 12.12% |
$143K - $145K
|
43.5K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
380New |
$9.08K - $9.19K
|
380
$9.18K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71K+ 13.62% |
$1.7M - $1.72M
|
592K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-352- 0.87% |
$8.41K - $8.51K
|
40.1K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.39K+ 26.14% |
$33.2K - $33.6K
|
6.71K
$162K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
39.5KNew |
$944K - $955K
|
39.5K
$954K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.55K- 1.39% |
$61K - $61.7K
|
180K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.2K+ 3.03% |
$985K - $997K
|
1.4M
$33.8M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 1.44% |
$346K - $350K
|
991K
$23.9M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.77K- 2.13% |
$114K - $115K
|
219K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 5.97% |
$282K - $285K
|
186K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.38% |
$250K - $253K
|
249K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30.5K+ 3257.01% |
$728K - $736K
|
31.4K
$758K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117K+ 11.97% |
$2.8M - $2.83M
|
1.09M
$26.4M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.6K+ 547.6% |
$420K - $425K
|
20.8K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.75K- 53.96% |
$89.6K - $90.7K
|
3.2K
$77.3K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.64K- 1.28% |
$86.9K - $87.9K
|
281K
$6.79M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.87K+ 2.97% |
$68.6K - $69.4K
|
99.3K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.31K+ 5.87% |
$31.4K - $31.8K
|
23.7K
$572K
|