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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-43.4K- 7.97% |
$1.03M - $1.06M
|
501K
$12M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80New |
$1.89K - $1.95K
|
80
$1.91K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
215+ 1.82% |
$5.08K - $5.25K
|
12K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
346+ 0.94% |
$8.18K - $8.45K
|
37.1K
$888K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.08K- 61.96% |
$215K - $222K
|
5.58K
$133K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.28K+ 2.28% |
$125K - $129K
|
237K
$5.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58K+ 2.59% |
$37.3K - $38.6K
|
62.5K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.67K- 15.44% |
$86.8K - $89.7K
|
20.1K
$481K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.5K+ 43.96% |
$390K - $403K
|
54.1K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.69K+ 2.41% |
$63.5K - $65.7K
|
114K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.9KNew |
$518K - $535K
|
21.9K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
998+ 0.45% |
$23.6K - $24.4K
|
223K
$5.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
10.1K+ 13.98% |
$238K - $246K
|
82K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-426- 1.59% |
$10.1K - $10.4K
|
26.4K
$631K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.3KNew |
$1.28M - $1.33M
|
54.3K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.71K+ 13.27% |
$87.5K - $90.5K
|
31.6K
$756K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
246+ 0.64% |
$5.81K - $6.01K
|
38.6K
$923K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.57K+ 1.41% |
$60.7K - $62.7K
|
185K
$4.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.99K+ 7.68% |
$165K - $171K
|
98K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.73K+ 13.12% |
$64.6K - $66.8K
|
23.6K
$564K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
25.2K+ 5.41% |
$595K - $615K
|
490K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
19.2K+ 62.17% |
$454K - $470K
|
50.2K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
36.6K+ 11.8% |
$864K - $893K
|
346K
$8.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
396+ 0.29% |
$9.36K - $9.67K
|
137K
$3.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
36.4K+ 3.59% |
$860K - $889K
|
1.05M
$25.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 4.21% |
$40.7K - $42.1K
|
42.7K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.92K+ 6.21% |
$45.4K - $46.9K
|
32.9K
$786K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-176- 4.45% |
$4.16K - $4.3K
|
3.78K
$90.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.77K+ 12.06% |
$136K - $141K
|
53.6K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.12K+ 3.87% |
$50.1K - $51.8K
|
56.9K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.47K+ 9.51% |
$106K - $109K
|
51.4K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20.8K+ 5.74% |
$491K - $507K
|
382K
$9.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59.1K+ 19.14% |
$1.4M - $1.44M
|
368K
$8.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
14K+ 43.59% |
$331K - $342K
|
46.1K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.02K+ 1.11% |
$24.1K - $24.9K
|
92.5K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
828+ 14.79% |
$19.6K - $20.2K
|
6.43K
$154K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
50.2K+ 59.17% |
$1.19M - $1.23M
|
135K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.22K- 17.71% |
$194K - $201K
|
38.2K
$914K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.5K+ 106.71% |
$769K - $795K
|
63K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.4K+ 36.37% |
$694K - $717K
|
110K
$2.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.02KNew |
$24K - $24.8K
|
1.02K
$24.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
264K+ 47.95% |
$6.23M - $6.44M
|
814K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 9.0% |
$1.57M - $1.62M
|
805K
$19.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 6.66% |
$966K - $998K
|
654K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.8K+ 4.79% |
$1.98M - $2.05M
|
1.83M
$43.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.9% |
$70.9 - $73.3
|
336
$8.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
129+ 1.11% |
$3.05K - $3.15K
|
11.8K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.11% |
$378 - $391
|
1.46K
$35K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86.4K+ 338.24% |
$2.04M - $2.11M
|
112K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.43K+ 5.48% |
$175K - $181K
|
143K
$3.42M
|