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 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
53+ 0.69% |
$1.25K - $1.29K
|
7.7K
$184K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
57.5K+ 4.99% |
$1.36M - $1.4M
|
1.21M
$28.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.7K+ 30.87% |
$158K - $164K
|
28.4K
$679K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
61.3K+ 15.58% |
$1.45M - $1.5M
|
455K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
39.3K+ 26.96% |
$929K - $960K
|
185K
$4.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.35K- 15.76% |
$55.5K - $57.4K
|
12.6K
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.6K+ 20.54% |
$156K - $161K
|
38.7K
$926K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-777- 0.43% |
$18.4K - $19K
|
181K
$4.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-451- 5.19% |
$10.7K - $11K
|
8.24K
$197K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-950- 2.84% |
$22.4K - $23.2K
|
32.5K
$778K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-38K- 16.08% |
$898K - $928K
|
198K
$4.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-10.1K- 5.86% |
$239K - $247K
|
162K
$3.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56.9K+ 94.99% |
$1.34M - $1.39M
|
117K
$2.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11K+ 38.52% |
$259K - $268K
|
39.5K
$944K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.47K+ 6.5% |
$153K - $158K
|
106K
$2.53M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
68.8K+ 154.07% |
$1.62M - $1.68M
|
113K
$2.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.77K+ 1.75% |
$41.8K - $43.2K
|
103K
$2.46M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.79K+ 0.88% |
$42.4K - $43.8K
|
205K
$4.89M
|
|
| Q2 2024 | |||||||
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
5.23K+ 7.84% |
$123K - $124K
|
71.9K
$1.72M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
845+ 4.94% |
$19.8K - $20.1K
|
18K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12KNew |
$282K - $285K
|
12K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.26K+ 26.05% |
$147K - $149K
|
30.3K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.5KNew |
$764K - $773K
|
32.5K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
763+ 6.98% |
$17.9K - $18.1K
|
11.7K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.23% |
$28K - $28.4K
|
144
$3.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.5K+ 100.0% |
$200K - $202K
|
17K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7KNew |
$275K - $278K
|
11.7K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
329K+ 6.43% |
$7.74M - $7.83M
|
5.45M
$130M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 33.85% |
$279K - $282K
|
23.2K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.6KNew |
$250K - $253K
|
10.6K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.79% |
$47 - $47.5
|
114
$2.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41.1K+ 13.07% |
$964K - $976K
|
355K
$8.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$378K - $383K
|
16.1K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.9K+ 13.88% |
$68.1K - $68.9K
|
23.8K
$569K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$7.04K - $7.13K
|
300
$7.17K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.63K+ 25.71% |
$156K - $158K
|
32.4K
$776K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 56.05% |
$75.6K - $76.5K
|
8.97K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.89K+ 251.88% |
$91.3K - $92.4K
|
5.43K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.75K- 43.67% |
$158K - $160K
|
8.7K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.43K+ 9.36% |
$33.6K - $34K
|
16.7K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.3K+ 7.76% |
$405K - $410K
|
239K
$5.73M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.2KNew |
$193K - $195K
|
8.2K
$196K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
81+ 0.74% |
$1.9K - $1.93K
|
11K
$264K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$23.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.66K- 9.27% |
$39K - $39.4K
|
16.2K
$388K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
11.6KNew |
$271K - $275K
|
11.6K
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
2.85K+ 10.68% |
$66.9K - $67.7K
|
29.5K
$706K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$23.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
844+ 5.41% |
$19.8K - $20.1K
|
16.5K
$393K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.13K+ 12.65% |
$73.4K - $74.4K
|
27.9K
$666K
|
|