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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
156K+ 6.45% |
$3.75M - $3.79M
|
2.58M
$62.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.06K+ 16.79% |
$97.3K - $98.5K
|
28.2K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-291- 0.16% |
$6.97K - $7.06K
|
187K
$4.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.08K+ 12.56% |
$97.8K - $99.1K
|
36.6K
$889K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-7.22K- 1.25% |
$173K - $175K
|
571K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9.02K- 24.42% |
$216K - $219K
|
27.9K
$678K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 1.29% |
$32K - $32.4K
|
105K
$2.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.55K+ 12.27% |
$61.2K - $62K
|
23.4K
$567K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.02K+ 1.96% |
$144K - $146K
|
313K
$7.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.92K+ 1.61% |
$46K - $46.6K
|
122K
$2.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
7.16K+ 47.69% |
$172K - $174K
|
22.2K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.66K+ 1.9% |
$63.8K - $64.6K
|
143K
$3.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.16K- 3.41% |
$75.7K - $76.7K
|
89.5K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.6K+ 1.75% |
$279K - $282K
|
676K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.02% |
$144 - $146
|
31.4K
$763K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 8.77% |
$36.6K - $37.1K
|
19K
$461K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.95K+ 4.64% |
$238K - $242K
|
224K
$5.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
26.1K+ 120.93% |
$624K - $632K
|
47.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.2KNew |
$292K - $296K
|
12.2K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
420+ 1.77% |
$10.1K - $10.2K
|
24.1K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.19K- 0.33% |
$28.4K - $28.8K
|
354K
$8.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.22K+ 12.1% |
$173K - $175K
|
66.8K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.1K+ 1.94% |
$313K - $317K
|
686K
$16.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
160K+ 13.78% |
$3.83M - $3.88M
|
1.32M
$32.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.7K+ 35.69% |
$377K - $382K
|
59.8K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25.5K+ 64.48% |
$610K - $618K
|
64.9K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
137KNew |
$3.29M - $3.33M
|
137K
$3.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.66K+ 6.64% |
$39.8K - $40.3K
|
26.7K
$648K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.4K+ 3.06% |
$321K - $325K
|
451K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
232+ 0.31% |
$5.56K - $5.63K
|
74.4K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 0.46% |
$25.7K - $26K
|
236K
$5.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
33.8K+ 376.19% |
$810K - $820K
|
42.8K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
254KNew |
$6.09M - $6.17M
|
254K
$6.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2- -0.0% |
$47.9 - $48.5
|
40.1K
$975K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
61+ 7.29% |
$1.46K - $1.48K
|
898
$21.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.9K+ 4.56% |
$1.2M - $1.21M
|
1.14M
$27.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
22+ 0.03% |
$527 - $534
|
71.7K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 7.49% |
$59.9K - $60.7K
|
30.9K
$750K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.9K- 2.4% |
$45.5K - $46K
|
77.1K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.68K- 11.91% |
$184K - $186K
|
56.8K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9.91K+ 3.92% |
$237K - $240K
|
262K
$6.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.09K+ 1.82% |
$74.1K - $75.1K
|
173K
$4.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.6K+ 28.93% |
$134K - $136K
|
24.9K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
627+ 285.0% |
$15K - $15.2K
|
847
$20.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.74K+ 5.78% |
$65.7K - $66.5K
|
50.2K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
437+ 3.9% |
$10.5K - $10.6K
|
11.6K
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.98K+ 9.29% |
$71.4K - $72.3K
|
35K
$851K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1K+ 6.69% |
$24K - $24.3K
|
15.9K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
15.7K+ 3.44% |
$375K - $380K
|
471K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
196+ 22.43% |
$4.7K - $4.76K
|
1.07K
$26K
|