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 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.7K- 9.34% |
$495K - $502K
|
201K
$4.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.29K+ 1.21% |
$127K - $128K
|
443K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
331+ 46.95% |
$7.93K - $8.03K
|
1.04K
$25.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.9KNew |
$358K - $363K
|
14.9K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.79K+ 6.27% |
$66.9K - $67.8K
|
47.3K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
440+ 0.97% |
$10.5K - $10.7K
|
45.7K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.36K- 0.66% |
$32.5K - $32.9K
|
205K
$4.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.9K+ 5.48% |
$69.4K - $70.3K
|
55.7K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
260KNew |
$6.23M - $6.31M
|
260K
$6.32M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
28.3K+ 10.79% |
$677K - $686K
|
290K
$7.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.27K+ 17.26% |
$198K - $201K
|
56.1K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.07K- 1.67% |
$25.6K - $25.9K
|
62.8K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
972+ 31.86% |
$23.3K - $23.6K
|
4.02K
$97.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.51K- 2.17% |
$36.3K - $36.7K
|
68.1K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-40.5K- 15.23% |
$970K - $983K
|
225K
$5.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
324+ 4.83% |
$7.76K - $7.86K
|
7.04K
$171K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
790+ 6.67% |
$18.9K - $19.2K
|
12.6K
$307K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 4.91% |
$251K - $254K
|
223K
$5.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-121- 0.36% |
$2.9K - $2.94K
|
33.8K
$820K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.62K+ 4.57% |
$62.8K - $63.6K
|
59.9K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.8K+ 10.4% |
$474K - $480K
|
210K
$5.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.45K+ 4.18% |
$179K - $181K
|
186K
$4.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.27K+ 1.66% |
$102K - $104K
|
261K
$6.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 6.37% |
$3.52M - $3.57M
|
2.45M
$59.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
449+ 0.05% |
$10.8K - $10.9K
|
991K
$24.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-49.3K- 17.53% |
$1.18M - $1.2M
|
232K
$5.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.08K+ 35.14% |
$146K - $148K
|
23.4K
$568K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-551- 1.56% |
$13.2K - $13.4K
|
34.8K
$845K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
27.9K+ 54.37% |
$669K - $677K
|
79.2K
$1.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
9.41K+ 4.57% |
$225K - $228K
|
215K
$5.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
2.28K+ 17.3% |
$54.5K - $55.2K
|
15.4K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.9K+ 4.95% |
$309K - $313K
|
273K
$6.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.95K- 23.14% |
$70.7K - $71.6K
|
9.8K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
17+ 0.09% |
$407 - $413
|
18.2K
$442K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.5K- 9.42% |
$562K - $570K
|
226K
$5.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.26K+ 38.76% |
$126K - $128K
|
18.8K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 19.95% |
$320K - $324K
|
80.4K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
43.1K+ 3.82% |
$1.03M - $1.05M
|
1.17M
$28.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-11.1K- 22.42% |
$265K - $268K
|
38.3K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 2.12% |
$42.6K - $43.2K
|
82.2K
$2M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-809- 1.74% |
$19.4K - $19.6K
|
45.7K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$47.9 - $48.5
|
5.61K
$136K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.9K+ 5.11% |
$477K - $483K
|
409K
$9.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.31K- 2.39% |
$103K - $104K
|
176K
$4.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-270K- 53.32% |
$6.47M - $6.56M
|
237K
$5.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-761- 4.57% |
$18.2K - $18.5K
|
15.9K
$386K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 0.89% |
$2.35K - $2.38K
|
11.2K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.3K- 5.3% |
$31.2K - $31.6K
|
23.3K
$565K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.23K+ 1.61% |
$149K - $151K
|
393K
$9.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.84K- 0.35% |
$44.1K - $44.7K
|
517K
$12.6M
|