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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
261+ 0.83% |
$6.24K - $6.31K
|
31.6K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
15.4K+ 49.27% |
$369K - $373K
|
46.7K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
15.2K+ 90.14% |
$363K - $367K
|
32K
$774K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.89K+ 4.46% |
$141K - $142K
|
138K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.55K+ 13.98% |
$133K - $134K
|
45.3K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
34.2K+ 13.53% |
$818K - $828K
|
287K
$6.94M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
470+ 0.73% |
$11.2K - $11.4K
|
64.4K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.19K- 0.21% |
$28.5K - $28.9K
|
579K
$14M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.6K+ 9.25% |
$206K - $208K
|
102K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.2K+ 343.89% |
$816K - $826K
|
44.1K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
13K+ 7.33% |
$311K - $314K
|
190K
$4.59M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.8KNew |
$283K - $286K
|
11.8K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.3K+ 9.23% |
$389K - $394K
|
193K
$4.66M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.58K+ 6.99% |
$37.8K - $38.2K
|
24.2K
$584K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
17.6K+ 38.13% |
$422K - $427K
|
63.9K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.6K+ 1.13% |
$134K - $135K
|
500K
$12.1M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.5K+ 76.95% |
$155K - $157K
|
14.9K
$361K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-892- 3.93% |
$21.3K - $21.6K
|
21.8K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 13.9% |
$38.1K - $38.6K
|
13.1K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
705New |
$16.8K - $17K
|
705
$17K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.78K- 75.08% |
$234K - $237K
|
3.25K
$78.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
74.8K+ 16.84% |
$1.79M - $1.81M
|
519K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12.1K+ 8.25% |
$290K - $293K
|
159K
$3.84M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
93.9K+ 9.49% |
$2.24M - $2.27M
|
1.08M
$26.2M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
134+ 0.32% |
$3.2K - $3.24K
|
42.1K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.39K+ 17.92% |
$57K - $57.7K
|
15.7K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-80- 0.15% |
$1.91K - $1.93K
|
52.8K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10.2K+ 3.36% |
$244K - $247K
|
314K
$7.58M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.12K+ 1.67% |
$50.8K - $51.4K
|
129K
$3.13M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47.5KNew |
$1.13M - $1.15M
|
47.5K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.66KNew |
$39.7K - $40.2K
|
1.66K
$40.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-824- 12.82% |
$19.7K - $19.9K
|
5.6K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21.5KNew |
$515K - $521K
|
21.5K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-569- 1.59% |
$13.6K - $13.8K
|
35.2K
$850K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.57K- 2.19% |
$133K - $135K
|
249K
$6.02M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
34KNew |
$813K - $822K
|
34K
$821K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21KNew |
$501K - $507K
|
21K
$507K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26.5K+ 16.2% |
$634K - $641K
|
190K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.46K- 1.04% |
$58.7K - $59.4K
|
235K
$5.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.41K+ 5.91% |
$105K - $107K
|
79K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.27K+ 3.7% |
$102K - $103K
|
120K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
13.5K+ 6.98% |
$322K - $326K
|
207K
$4.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.39K- 2.7% |
$33.2K - $33.6K
|
50.2K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
27.8K+ 2.47% |
$665K - $672K
|
1.15M
$27.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440K+ 15.91% |
$10.5M - $10.6M
|
3.2M
$77.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.64K+ 4.86% |
$39.1K - $39.6K
|
35.3K
$854K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
62+ 0.18% |
$1.48K - $1.5K
|
34.6K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.14K+ 0.56% |
$27.2K - $27.5K
|
206K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-935- 1.35% |
$22.3K - $22.6K
|
68.3K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 4.95% |
$2.6M - $2.63M
|
2.31M
$55.7M
|