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 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 29.91% |
$931K - $941K
|
169K
$4.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
53.6K+ 77.21% |
$1.28M - $1.3M
|
123K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.26K+ 8.03% |
$77.9K - $78.8K
|
43.8K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
10.5K+ 3.34% |
$250K - $253K
|
323K
$7.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17K+ 14.69% |
$405K - $410K
|
132K
$3.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.09% |
$115K - $116K
|
57.5K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 14.35% |
$24.9K - $25.2K
|
8.31K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.78% |
$143 - $145
|
779
$18.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-26.3K- 10.68% |
$628K - $636K
|
220K
$5.31M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.63K+ 7.74% |
$62.9K - $63.7K
|
36.6K
$885K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.08K- 1.25% |
$49.6K - $50.2K
|
163K
$3.95M
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-36.2K- 29.24% |
$864K - $880K
|
87.5K
$2.11M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.57K- 3.08% |
$61.4K - $62.5K
|
80.9K
$1.95M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
112KNew |
$2.66M - $2.71M
|
112K
$2.69M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
12.6KNew |
$301K - $306K
|
12.6K
$304K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
31.9KNew |
$763K - $777K
|
31.9K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.06K- 5.68% |
$49.2K - $50.1K
|
34.3K
$828K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
420New |
$10K - $10.2K
|
420
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.3K+ 35.53% |
$987K - $1M
|
158K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.4K+ 3.92% |
$57.3K - $58.4K
|
63.7K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.2KNew |
$28.7K - $29.2K
|
1.2K
$29K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220New |
$5.25K - $5.35K
|
220
$5.31K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
549New |
$13.1K - $13.4K
|
549
$13.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.97KNew |
$47.1K - $47.9K
|
1.97K
$47.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10K+ 45.5% |
$239K - $243K
|
32K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.9KNew |
$713K - $727K
|
29.9K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.35KNew |
$199K - $203K
|
8.35K
$202K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
874New |
$20.9K - $21.3K
|
874
$21.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.18K+ 48.97% |
$195K - $199K
|
24.9K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
628New |
$15K - $15.3K
|
628
$15.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-19.6K- 69.84% |
$467K - $476K
|
8.44K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$609K - $620K
|
25.5K
$616K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.32K+ 173.53% |
$127K - $129K
|
8.39K
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
500+ 2.28% |
$11.9K - $12.2K
|
22.4K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.3K- 10.33% |
$1.01M - $1.03M
|
367K
$8.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162New |
$3.87K - $3.94K
|
162
$3.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.1K+ 4.48% |
$528K - $538K
|
516K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.25% |
$716 - $730
|
12.1K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.57K- 17.63% |
$229K - $233K
|
44.7K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
670New |
$16K - $16.3K
|
670
$16.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5.49K+ 18.58% |
$131K - $133K
|
35K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
343+ 34.79% |
$8.19K - $8.34K
|
1.33K
$32.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$158K - $161K
|
6.6K
$159K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.75KNew |
$89.6K - $91.2K
|
3.75K
$90.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9.3K- 49.47% |
$222K - $226K
|
9.5K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
55+ 1.49% |
$1.31K - $1.34K
|
3.74K
$90.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.4KNew |
$272K - $277K
|
11.4K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$358K - $365K
|
15K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.2KNew |
$314K - $320K
|
13.2K
$318K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
718New |
$17.1K - $17.5K
|
718
$17.3K
|
|