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 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.73K+ 15.44% |
$185K - $188K
|
57.8K
$1.4M
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.9K+ 3.52% |
$93.4K - $94.6K
|
115K
$2.78M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.2K+ 9.18% |
$484K - $490K
|
240K
$5.82M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$24 - $24.3
|
8.31K
$201K
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
28+ 0.31% |
$671 - $680
|
9.1K
$220K
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.77K+ 1.73% |
$42.5K - $43K
|
104K
$2.52M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-10- -0.0% |
$240 - $243
|
323K
$7.82M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33K+ 75.27% |
$790K - $800K
|
76.8K
$1.86M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-616- 0.38% |
$14.8K - $15K
|
163K
$3.94M
|
|
Q1 2025 | |||||||
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-5.09K- 12.88% |
$122K - $123K
|
34.5K
$834K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.4K+ 14.27% |
$392K - $397K
|
131K
$3.18M
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-2.73M- 89.36% |
$65.1M - $65.9M
|
324K
$7.86M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.4K- 56.13% |
$129K - $131K
|
4.22K
$102K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
32New |
$765 - $774
|
32
$775
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72K+ 15.73% |
$88.8K - $89.9K
|
27.4K
$662K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 23.83% |
$265K - $268K
|
57.6K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$574K - $581K
|
24K
$581K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.2% |
$120 - $121
|
2.45K
$59.2K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
168K+ 6.25% |
$4.02M - $4.06M
|
2.86M
$69.2M
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.1KNew |
$384K - $388K
|
16.1K
$389K
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
380New |
$9.08K - $9.19K
|
380
$9.2K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.78K+ 9.84% |
$234K - $237K
|
109K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.38% |
$250K - $253K
|
249K
$6.04M
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.75K- 53.96% |
$89.6K - $90.7K
|
3.2K
$77.5K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.28KNew |
$198K - $200K
|
8.28K
$201K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.28K+ 183.21% |
$54.5K - $55.2K
|
3.53K
$85.4K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.38K- 9.95% |
$56.8K - $57.5K
|
21.5K
$521K
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.89K+ 129.16% |
$189K - $191K
|
14K
$339K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-211- 1.19% |
$5.04K - $5.1K
|
17.5K
$423K
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.05K+ 20.57% |
$121K - $122K
|
29.6K
$717K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.78K- 75.08% |
$234K - $237K
|
3.25K
$78.6K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.66KNew |
$39.7K - $40.2K
|
1.66K
$40.2K
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
34KNew |
$813K - $822K
|
34K
$824K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-569- 1.59% |
$13.6K - $13.8K
|
35.2K
$853K
|
|
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
|
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
|
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
$52.6K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
919+ 9.65% |
$22K - $22.2K
|
10.4K
$253K
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
85.5K+ 108.06% |
$2.04M - $2.07M
|
165K
$3.99M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87KNew |
$212K - $214K
|
8.87K
$215K
|
|
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
|
Trust CO Of Vermont
|
BUY
|
- |
5.49KNew |
$131K - $133K
|
5.49K
$133K
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.3KNew |
$222K - $225K
|
9.3K
$225K
|
|
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
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.63KNew |
$206K - $209K
|
8.63K
$209K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.37K+ 4.86% |
$56.5K - $57.2K
|
51K
$1.24M
|