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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
101+ 3.4% |
$2.37K - $2.4K
|
3.07K
$73.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205K+ 12.93% |
$4.81M - $4.87M
|
1.79M
$42.8M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
315New |
$7.4K - $7.49K
|
315
$7.53K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
516K+ 2080.73% |
$12.1M - $12.3M
|
541K
$12.9M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$118 - $120
|
11.1K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.73KNew |
$64.7K - $65.7K
|
2.73K
$65.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 106.06% |
$624K - $633K
|
51.2K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 45.09% |
$166K - $168K
|
22.6K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.32K+ 16.14% |
$102K - $104K
|
31.1K
$743K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$18.9K - $19.2K
|
800
$19.1K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.3KNew |
$30.7K - $31.2K
|
1.3K
$31K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$310K - $315K
|
13.1K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158KNew |
$3.74M - $3.8M
|
158K
$3.78M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.4K+ 8.36% |
$222K - $226K
|
122K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-310K- 38.02% |
$7.34M - $7.45M
|
505K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
861New |
$20.4K - $20.7K
|
861
$20.6K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.6K- 8.67% |
$109K - $110K
|
48.4K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$7.1K - $7.21K
|
300
$7.17K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 10.91% |
$29.1K - $29.5K
|
10K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.5KNew |
$628K - $638K
|
26.5K
$635K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
18.8KNew |
$445K - $452K
|
18.8K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.33K- 14.07% |
$173K - $176K
|
44.7K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7.34K- 77.46% |
$174K - $176K
|
2.14K
$51K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
630+ 6.1% |
$14.9K - $15.1K
|
11K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.54K- 14.71% |
$83.7K - $85K
|
20.5K
$490K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
93.8KNew |
$2.22M - $2.25M
|
93.8K
$2.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2.1KNew |
$49.6K - $50.4K
|
2.1K
$50.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 113.46% |
$247K - $251K
|
19.7K
$470K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 33.33% |
$2.37K - $2.4K
|
200
$4.78K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
7.59K+ 4.63% |
$173K - $182K
|
172K
$4.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
124New |
$2.83K - $2.97K
|
124
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$40K - $41.9K
|
1.75K
$41.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.16KNew |
$118K - $124K
|
5.16K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.4K- 58.06% |
$1.06M - $1.11M
|
33.5K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
15.8KNew |
$361K - $379K
|
15.8K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
63.5KNew |
$1.45M - $1.52M
|
63.5K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
14KNew |
$320K - $336K
|
14K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
93.7KNew |
$2.14M - $2.24M
|
93.7K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10.1KNew |
$231K - $242K
|
10.1K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
500+ 10.37% |
$11.4K - $12K
|
5.32K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
8.5KNew |
$194K - $203K
|
8.5K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.1KNew |
$230K - $241K
|
10.1K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
9K+ 50.18% |
$206K - $215K
|
26.9K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
342+ 0.59% |
$7.81K - $8.19K
|
58.3K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.56KNew |
$150K - $157K
|
6.56K
$157K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.91K+ 76.71% |
$43.6K - $45.7K
|
4.4K
$105K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
293New |
$6.69K - $7.01K
|
293
$7.01K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
18.5KNew |
$423K - $443K
|
18.5K
$442K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$242K - $254K
|
10.6K
$254K
|
|