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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 4.44% |
$139K - $141K
|
137K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
290K+ 7.78% |
$6.93M - $7.01M
|
4.01M
$96.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27K+ 20.4% |
$54.2K - $54.8K
|
13.4K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30.9K+ 2.81% |
$738K - $746K
|
1.13M
$27.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-698- 1.08% |
$16.7K - $16.9K
|
63.8K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.7K+ 152.08% |
$184K - $186K
|
12.8K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
153+ 0.31% |
$3.66K - $3.7K
|
50.2K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 57.28% |
$283K - $286K
|
32.5K
$785K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
56.1KNew |
$1.34M - $1.36M
|
56.1K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.17KNew |
$51.9K - $52.5K
|
2.17K
$52.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
168K+ 118.62% |
$4.01M - $4.06M
|
309K
$7.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.26K+ 3.64% |
$149K - $151K
|
178K
$4.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
85.5K+ 108.06% |
$2.04M - $2.07M
|
165K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-2.71K- 12.95% |
$64.7K - $65.4K
|
18.2K
$439K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.23% |
$4.97K - $5.03K
|
16.7K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
919+ 9.65% |
$22K - $22.2K
|
10.4K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.55K- 9.27% |
$109K - $110K
|
44.5K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
142K+ 71.51% |
$3.4M - $3.44M
|
341K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87KNew |
$212K - $214K
|
8.87K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.38K+ 3.24% |
$80.8K - $81.7K
|
108K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.36K+ 1.93% |
$32.4K - $32.8K
|
71.4K
$1.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
81.6K+ 21.82% |
$1.95M - $1.97M
|
455K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.49KNew |
$131K - $133K
|
5.49K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 20.0% |
$12K - $12.1K
|
2K
$48.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
895+ 31.51% |
$21.4K - $21.6K
|
3.74K
$90.2K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.3KNew |
$222K - $225K
|
9.3K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.47K+ 1.5% |
$178K - $181K
|
507K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.88K- 13.17% |
$44.8K - $45.3K
|
12.4K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-890- 1.69% |
$21.3K - $21.5K
|
51.8K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
19.7K+ 1.95% |
$472K - $477K
|
1.03M
$24.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
9.33KNew |
$223K - $226K
|
9.33K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04KNew |
$24.9K - $25.2K
|
1.04K
$25.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
20K+ 14.34% |
$477K - $483K
|
159K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.5K+ 16.42% |
$108K - $109K
|
31.9K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
24.2K+ 12.79% |
$579K - $585K
|
213K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
75.5K+ 5.57% |
$1.81M - $1.83M
|
1.43M
$34.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32KNew |
$765K - $774K
|
32K
$773K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
19K+ 23.71% |
$454K - $459K
|
99.1K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.63KNew |
$206K - $209K
|
8.63K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.58K+ 5.19% |
$205K - $207K
|
174K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.9K+ 27.49% |
$1.1M - $1.11M
|
213K
$5.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.31K+ 16.98% |
$103K - $104K
|
29.7K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.7K+ 35.26% |
$591K - $598K
|
94.9K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 7.66% |
$57.6K - $58.3K
|
33.9K
$818K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.29K+ 49.41% |
$103K - $104K
|
13K
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.26K+ 13.65% |
$126K - $127K
|
43.8K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
724+ 1.42% |
$17.3K - $17.5K
|
51.7K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-6.01K- 4.48% |
$144K - $145K
|
128K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 8.06% |
$47.8K - $48.4K
|
26.8K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.67% |
$120 - $121
|
752
$18.2K
|