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 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.63M - $5.82M
|
238K
$5.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25K+ 19.39% |
$592K - $611K
|
154K
$3.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-754- 0.59% |
$17.8K - $18.4K
|
126K
$3.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.73K- 0.47% |
$40.8K - $42.2K
|
369K
$8.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.75K+ 2500.0% |
$88.6K - $91.6K
|
3.9K
$93.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27.4K+ 1.44% |
$649K - $670K
|
1.94M
$46.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.9K+ 11.4% |
$564K - $583K
|
233K
$5.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.4K+ 16.25% |
$459K - $474K
|
139K
$3.32M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.15KNew |
$216K - $223K
|
9.15K
$219K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
412New |
$9.74K - $10.1K
|
412
$9.85K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20.7K+ 54.02% |
$490K - $506K
|
59.1K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.7K+ 5.49% |
$607K - $628K
|
494K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
26.7K+ 5.03% |
$630K - $651K
|
557K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
18.4K+ 30.17% |
$436K - $450K
|
79.6K
$1.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.66K+ 7.34% |
$39.2K - $40.6K
|
24.3K
$581K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
34K+ 13.59% |
$804K - $831K
|
285K
$6.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 18.15% |
$41K - $42.3K
|
11.3K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-23.2K- 14.5% |
$547K - $565K
|
137K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.93K+ 4.58% |
$187K - $194K
|
181K
$4.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.4K+ 10.54% |
$316K - $327K
|
140K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
12.4K+ 39.96% |
$293K - $303K
|
43.4K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 21.36% |
$246K - $254K
|
59K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-130K- 11.85% |
$3.08M - $3.18M
|
969K
$23.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
746+ 5.46% |
$17.6K - $18.2K
|
14.4K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
73.1K+ 9.1% |
$1.73M - $1.78M
|
876K
$20.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.14K+ 0.84% |
$50.6K - $52.3K
|
258K
$6.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
70+ 0.51% |
$1.65K - $1.71K
|
13.7K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.2% |
$213 - $220
|
762
$18.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.41K- 2.54% |
$33.4K - $34.5K
|
54.2K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-24.6K- 15.1% |
$580K - $600K
|
138K
$3.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
32.1K+ 52.58% |
$757K - $783K
|
93K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-35.1K- 26.07% |
$828K - $856K
|
99.4K
$2.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.71K+ 5.37% |
$64K - $66.1K
|
53.1K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.03K+ 10.27% |
$24.2K - $25K
|
11K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
457+ 0.32% |
$10.8K - $11.2K
|
142K
$3.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.93K+ 13.51% |
$164K - $169K
|
58.2K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.7K+ 24.45% |
$1.34M - $1.38M
|
288K
$6.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.21K+ 8.07% |
$99.5K - $103K
|
56.4K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 15.4% |
$266K - $275K
|
61.9K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 131.22% |
$97.8K - $101K
|
7.3K
$174K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-27.7K- 51.01% |
$655K - $677K
|
26.6K
$637K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.65K+ 17.58% |
$157K - $162K
|
44.5K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.75K+ 54.11% |
$112K - $116K
|
13.5K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.47K+ 30.34% |
$106K - $109K
|
19.2K
$460K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.6K+ 39.88% |
$345K - $357K
|
51.3K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$196K - $202K
|
135K
$3.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35New |
$827 - $855
|
35
$837
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$275K - $284K
|
11.6K
$278K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
8.89K+ 51.37% |
$210K - $217K
|
26.2K
$626K
|