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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.07K+ 3.69% |
$49.9K - $50.3K
|
58.1K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.77K+ 18.1% |
$42.8K - $43.2K
|
11.6K
$281K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.47K- 4.22% |
$35.5K - $35.8K
|
33.3K
$809K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.06% |
$386 - $389
|
1.53K
$37.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20.8K+ 16.21% |
$502K - $507K
|
149K
$3.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
601+ 0.14% |
$14.5K - $14.6K
|
435K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.78K+ 25.6% |
$140K - $141K
|
28.4K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 2.0% |
$249K - $251K
|
527K
$12.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.2K+ 6.9% |
$53.2K - $53.6K
|
34.1K
$828K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15.2K+ 8.46% |
$366K - $369K
|
194K
$4.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.06K+ 5.86% |
$195K - $196K
|
146K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.56K+ 70.35% |
$158K - $160K
|
15.9K
$385K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.93K+ 2.48% |
$143K - $144K
|
245K
$5.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
9.07K+ 0.86% |
$219K - $221K
|
1.06M
$25.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.27K+ 4.19% |
$127K - $128K
|
131K
$3.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-761- 0.43% |
$18.4K - $18.5K
|
175K
$4.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.14% |
$217 - $219
|
796
$19.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.02% |
$72.4 - $73
|
16.3K
$396K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.53K+ 7.73% |
$85.2K - $85.9K
|
49.2K
$1.19M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
3.91K+ 35.72% |
$94.4K - $95.2K
|
14.9K
$361K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 15.93% |
$751K - $757K
|
226K
$5.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
8.26K+ 16.19% |
$199K - $201K
|
59.3K
$1.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 0.83% |
$16.9K - $17K
|
84K
$2.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
13.5K+ 23.35% |
$326K - $329K
|
71.3K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.2K+ 17.24% |
$657K - $662K
|
185K
$4.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-15.1K- 3.28% |
$365K - $368K
|
445K
$10.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
167K+ 16.95% |
$4.02M - $4.06M
|
1.15M
$27.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
365+ 4.01% |
$8.81K - $8.88K
|
9.46K
$230K
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
27.7K+ 8.56% |
$667K - $673K
|
351K
$8.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 0.64% |
$4.83K - $4.87K
|
31.6K
$766K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-7.5K- 4.69% |
$180K - $182K
|
153K
$3.7M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.2K+ 2.24% |
$795K - $805K
|
1.51M
$36.7M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.1K- 5.09% |
$26.4K - $26.8K
|
20.6K
$499K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-333K- 9.29% |
$7.99M - $8.09M
|
3.25M
$78.9M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
127KNew |
$3.04M - $3.08M
|
127K
$3.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.1KNew |
$26.2K - $26.6K
|
1.1K
$26.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.4K+ 127.96% |
$129K - $131K
|
9.62K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.46K- 13.7% |
$58.9K - $59.7K
|
15.5K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3KNew |
$1.18M - $1.2M
|
49.3K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.3KNew |
$679K - $687K
|
28.3K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
8.3KNew |
$199K - $201K
|
8.3K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
424KNew |
$10.1M - $10.3M
|
424K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.9K+ 3.3% |
$45.5K - $46.1K
|
59.5K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
370New |
$8.87K - $8.98K
|
370
$8.98K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
267K+ 214.53% |
$6.4M - $6.48M
|
392K
$9.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.6K- 15.84% |
$38.3K - $38.8K
|
8.5K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.8K+ 8.77% |
$43.1K - $43.7K
|
22.3K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
75.7K+ 10.34% |
$1.81M - $1.84M
|
808K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$262K - $266K
|
11K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 52.33% |
$402K - $407K
|
15.3K
$371K
|
|