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 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.8KNew |
$283K - $286K
|
11.8K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.58K+ 6.99% |
$37.8K - $38.2K
|
24.2K
$585K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
17.6K+ 38.13% |
$422K - $427K
|
63.9K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.5K+ 76.95% |
$155K - $157K
|
14.9K
$362K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
705New |
$16.8K - $17K
|
705
$17.1K
|
|
|
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
$40.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-824- 12.82% |
$19.7K - $19.9K
|
5.6K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
21.5KNew |
$515K - $521K
|
21.5K
$522K
|
|
|
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
|
Asset Dedication, LLC
|
SELL
|
- |
-9.78K- 75.08% |
$234K - $237K
|
3.25K
$78.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
74.8K+ 16.84% |
$1.79M - $1.81M
|
519K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-569- 1.59% |
$13.6K - $13.8K
|
35.2K
$852K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.57K- 2.19% |
$133K - $135K
|
249K
$6.03M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
34KNew |
$813K - $822K
|
34K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
26.5K+ 16.2% |
$634K - $641K
|
190K
$4.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.46K- 1.04% |
$58.7K - $59.4K
|
235K
$5.68M
|
|
|
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
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
13.5K+ 6.98% |
$322K - $326K
|
207K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
62+ 0.18% |
$1.48K - $1.5K
|
34.6K
$837K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.64K+ 4.86% |
$39.1K - $39.6K
|
35.3K
$856K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440K+ 15.91% |
$10.5M - $10.6M
|
3.2M
$77.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.14K+ 0.56% |
$27.2K - $27.5K
|
206K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 4.95% |
$2.6M - $2.63M
|
2.31M
$55.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
30.9K+ 2.81% |
$738K - $746K
|
1.13M
$27.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27K+ 20.4% |
$54.2K - $54.8K
|
13.4K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
56.1KNew |
$1.34M - $1.36M
|
56.1K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 57.28% |
$283K - $286K
|
32.5K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
153+ 0.31% |
$3.66K - $3.7K
|
50.2K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.7K+ 152.08% |
$184K - $186K
|
12.8K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-698- 1.08% |
$16.7K - $16.9K
|
63.8K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.17KNew |
$51.9K - $52.5K
|
2.17K
$52.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.26K+ 3.64% |
$149K - $151K
|
178K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
85.5K+ 108.06% |
$2.04M - $2.07M
|
165K
$3.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-2.71K- 12.95% |
$64.7K - $65.4K
|
18.2K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-208- 1.23% |
$4.97K - $5.03K
|
16.7K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
919+ 9.65% |
$22K - $22.2K
|
10.4K
$253K
|
|
|
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
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87KNew |
$212K - $214K
|
8.87K
$215K
|
|
|
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
$48.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
895+ 31.51% |
$21.4K - $21.6K
|
3.74K
$90.4K
|
|
|
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
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
20K+ 14.34% |
$477K - $483K
|
159K
$3.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04KNew |
$24.9K - $25.2K
|
1.04K
$25.2K
|
|
|
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 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32KNew |
$765K - $774K
|
32K
$775K
|