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 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.99KNew |
$47.6K - $48.1K
|
1.99K
$48.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-735- 0.19% |
$17.6K - $17.8K
|
387K
$9.33M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-77.1K- 22.47% |
$1.84M - $1.86M
|
266K
$6.42M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.11K+ 2.3% |
$26.4K - $26.7K
|
49.2K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.95K- 6.96% |
$214K - $216K
|
120K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.12K+ 2.28% |
$74.6K - $75.5K
|
140K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
655+ 359.89% |
$15.7K - $15.8K
|
837
$20.2K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24.6K+ 49.55% |
$587K - $594K
|
74.1K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.26K+ 71.59% |
$150K - $151K
|
15K
$363K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
60.1K+ 15.91% |
$1.44M - $1.45M
|
438K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-249- 1.1% |
$5.95K - $6.02K
|
22.5K
$543K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
42.7K+ 19.49% |
$1.02M - $1.03M
|
262K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.28KNew |
$198K - $200K
|
8.28K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
8.41K+ 20.55% |
$201K - $203K
|
49.3K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.21K- 14.22% |
$52.8K - $53.4K
|
13.3K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
116K+ 11.16% |
$2.78M - $2.81M
|
1.16M
$28M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.69K+ 61.96% |
$208K - $210K
|
22.7K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.29K+ 73.25% |
$30.8K - $31.2K
|
3.05K
$73.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
67.9K+ 12.57% |
$1.62M - $1.64M
|
608K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
38.9K+ 4.02% |
$929K - $939K
|
1.01M
$24.3M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
58+ 0.52% |
$1.39K - $1.4K
|
11.2K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.1K+ 15.89% |
$432K - $437K
|
132K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.04K- 38.88% |
$168K - $170K
|
11.1K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
25.5K+ 7.01% |
$610K - $617K
|
389K
$9.41M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.4M- 98.92% |
$81.2M - $82.1M
|
37K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
11.9K+ 1.24% |
$284K - $287K
|
968K
$23.4M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$47.8 - $48.4
|
13.5K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.77K+ 6.98% |
$66.2K - $67K
|
42.4K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.38K- 9.95% |
$56.8K - $57.5K
|
21.5K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.77K- 2.41% |
$42.3K - $42.8K
|
71.6K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-715- 1.02% |
$17.1K - $17.3K
|
69.6K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.28K+ 183.21% |
$54.5K - $55.2K
|
3.53K
$85.2K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.55K+ 7.98% |
$109K - $110K
|
61.5K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-37- 0.31% |
$884 - $895
|
11.9K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
25KNew |
$598K - $605K
|
25K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13.2KNew |
$314K - $318K
|
13.2K
$318K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 12.31% |
$5.53M - $5.59M
|
2.11M
$51M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
41.5K+ 18.05% |
$993K - $1M
|
272K
$6.56M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
14K+ 2.13% |
$335K - $339K
|
672K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9.3K+ 9.6% |
$222K - $225K
|
106K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
36.7K+ 2.95% |
$877K - $887K
|
1.28M
$31M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.05K+ 20.57% |
$121K - $122K
|
29.6K
$715K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-211- 1.19% |
$5.04K - $5.1K
|
17.5K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.89K+ 129.16% |
$189K - $191K
|
14K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5K+ 95.06% |
$203K - $205K
|
17.4K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.8K+ 31.05% |
$1.21M - $1.23M
|
214K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-74.9K- 22.11% |
$1.79M - $1.81M
|
264K
$6.38M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.84K+ 4.16% |
$211K - $214K
|
221K
$5.34M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83.9KNew |
$2.01M - $2.03M
|
83.9K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.37K+ 5.35% |
$80.5K - $81.4K
|
66.3K
$1.6M
|