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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.4K+ 12.23% |
$80.3K - $83K
|
31.2K
$746K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.89KNew |
$44.7K - $46.2K
|
1.89K
$45.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
494+ 0.67% |
$11.7K - $12.1K
|
74.1K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.45K+ 7.8% |
$34.2K - $35.4K
|
20K
$479K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 8.49% |
$3.72M - $3.84M
|
2.01M
$48.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.24K+ 13.15% |
$147K - $152K
|
53.7K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 0.36% |
$25.8K - $26.6K
|
308K
$7.35M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
96.5K+ 247.49% |
$2.28M - $2.36M
|
136K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.69K+ 7.4% |
$205K - $212K
|
126K
$3.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.5KNew |
$673K - $695K
|
28.5K
$681K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
860K+ 38.01% |
$20.3M - $21M
|
3.12M
$74.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
11.4K+ 9.62% |
$269K - $278K
|
130K
$3.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
5.43K+ 1.72% |
$128K - $133K
|
321K
$7.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-313- 3.03% |
$7.4K - $7.64K
|
10K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 16.69% |
$40K - $41.3K
|
8.45K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.28K- 10.01% |
$196K - $202K
|
74.5K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
640New |
$15.1K - $15.6K
|
640
$15.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.08K+ 1.68% |
$215K - $222K
|
549K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.18K+ 97.85% |
$193K - $200K
|
16.5K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-550- 1.93% |
$13K - $13.4K
|
28K
$669K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.7K+ 35.12% |
$749K - $774K
|
122K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26.1K+ 14.31% |
$616K - $637K
|
208K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.06K+ 7.33% |
$191K - $197K
|
118K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83.9K+ 259.68% |
$1.98M - $2.05M
|
116K
$2.78M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.93K- 4.94% |
$69.2K - $71.6K
|
56.3K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.5K+ 8.55% |
$225K - $232K
|
121K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.62K- 0.65% |
$156K - $162K
|
1.02M
$24.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.76K+ 1.6% |
$207K - $214K
|
558K
$13.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
19.9K+ 8.88% |
$471K - $487K
|
244K
$5.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.7K+ 50.98% |
$347K - $359K
|
43.5K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
89.4K+ 7.46% |
$2.11M - $2.18M
|
1.29M
$30.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.28K+ 3.23% |
$125K - $129K
|
169K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34K+ 3.21% |
$31.6K - $32.6K
|
42.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
68.8KNew |
$1.63M - $1.68M
|
68.8K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
149K+ 41.66% |
$3.52M - $3.64M
|
506K
$12.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 1.08% |
$31.3K - $32.4K
|
125K
$2.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
42K+ 115.44% |
$993K - $1.03M
|
78.4K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
137+ 0.71% |
$3.24K - $3.35K
|
19.5K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.85K+ 12.23% |
$162K - $167K
|
62.9K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-8.2K- 4.34% |
$194K - $200K
|
181K
$4.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.9K+ 15.36% |
$139K - $144K
|
44.3K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.44K- 6.91% |
$81.3K - $84K
|
46.4K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.65K+ 9.48% |
$86.2K - $89.1K
|
42.1K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.35K+ 5.5% |
$31.9K - $33K
|
25.9K
$619K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
181+ 0.15% |
$4.28K - $4.42K
|
121K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 1.13% |
$54.3K - $56.1K
|
205K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
352K+ 2504.42% |
$8.32M - $8.6M
|
366K
$8.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.99K- 7.45% |
$94.2K - $97.3K
|
49.5K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52K+ 54.14% |
$1.23M - $1.27M
|
148K
$3.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
205K+ 6.21% |
$4.84M - $5M
|
3.5M
$83.7M
|