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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.45KNew |
$193K - $202K
|
8.45K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
182New |
$4.16K - $4.36K
|
182
$4.35K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
305New |
$7.04K - $7.2K
|
305
$7.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.25KNew |
$121K - $124K
|
5.25K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
133+ 1.48% |
$3.07K - $3.14K
|
9.1K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.7KNew |
$248K - $253K
|
10.7K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19.4KNew |
$448K - $459K
|
19.4K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.29K+ 12.98% |
$29.8K - $30.4K
|
11.2K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
536New |
$12.4K - $12.6K
|
536
$12.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.6KNew |
$290K - $297K
|
12.6K
$301K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.5KNew |
$58.5K - $59.9K
|
2.5K
$59.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.34K - $2.39K
|
100
$2.39K
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54.2K+ 6.77% |
$1.27M - $1.3M
|
855K
$20.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.05K- 10.61% |
$24.6K - $25.1K
|
8.84K
$211K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-11.6K- 49.31% |
$272K - $278K
|
12K
$286K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.08KNew |
$25.3K - $25.9K
|
1.08K
$25.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
48KNew |
$1.12M - $1.15M
|
48K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.72K+ 16.95% |
$40.2K - $41.2K
|
11.9K
$284K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.83K- 13.9% |
$42.7K - $43.7K
|
11.3K
$270K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-375- 2.6% |
$8.77K - $8.98K
|
14.1K
$336K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.5KNew |
$58.5K - $59.9K
|
2.5K
$59.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.44K- 59.82% |
$79.6K - $82.6K
|
2.31K
$55.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
97.9KNew |
$2.27M - $2.35M
|
97.9K
$2.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128New |
$2.96K - $3.07K
|
128
$3.06K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.52K- 15.07% |
$35.1K - $36.4K
|
8.54K
$204K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
38.6KNew |
$894K - $927K
|
38.6K
$923K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12.3K+ 341.52% |
$277K - $290K
|
15.9K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
16KNew |
$361K - $379K
|
16K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4New |
$90.2 - $94.7
|
4
$95.6
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.44KNew |
$32.4K - $34K
|
1.44K
$34.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
123K+ 16482.17% |
$2.77M - $2.91M
|
124K
$2.96M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
855New |
$19.3K - $20.2K
|
855
$20.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6.39KNew |
$144K - $151K
|
6.39K
$153K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
571New |
$13K - $14K
|
571
$13.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
275KNew |
$6.26M - $6.74M
|
275K
$6.57M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-115K- 84.38% |
$2.61M - $2.81M
|
21.2K
$507K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-37.6K- 97.52% |
$857K - $923K
|
959
$22.9K
|
|
| Q2 2022 | |||||||
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.71KClosed |
$39.8K - $42.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$607K - $646K
|
26K
$622K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-700Closed |
$16.3K - $17.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-74.5KClosed |
$1.74M - $1.85M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-49Closed |
$1.14K - $1.22K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.45KClosed |
$33.8K - $36K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
444KNew |
$10.4M - $11M
|
444K
$10.6M
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.65KClosed |
$90.3K - $96.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
99+ 1.16% |
$2.45K - $2.62K
|
8.6K
$206K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.43KNew |
$233K - $250K
|
9.43K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580New |
$14.3K - $15.4K
|
580
$13.9K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.07K- 51.85% |
$26.3K - $28.2K
|
989
$23.6K
|
|