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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80New |
$1.89K - $1.95K
|
80
$1.94K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.02KNew |
$24K - $24.8K
|
1.02K
$24.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.22K- 17.71% |
$194K - $201K
|
38.2K
$928K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 6.66% |
$966K - $998K
|
654K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.8K+ 4.79% |
$1.98M - $2.05M
|
1.83M
$44.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.9% |
$70.9 - $73.3
|
336
$8.16K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.15KNew |
$216K - $223K
|
9.15K
$222K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.66K+ 7.34% |
$39.2K - $40.6K
|
24.3K
$590K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.93K+ 13.51% |
$164K - $169K
|
58.2K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 131.22% |
$97.8K - $101K
|
7.3K
$177K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35New |
$827 - $855
|
35
$850
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-38K- 16.08% |
$898K - $928K
|
198K
$4.82M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
704+ 2.27% |
$16.5K - $16.7K
|
31.7K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12KNew |
$282K - $285K
|
12K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.5K+ 100.0% |
$200K - $202K
|
17K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.23% |
$28K - $28.4K
|
144
$3.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.6KNew |
$250K - $253K
|
10.6K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41.1K+ 13.07% |
$964K - $976K
|
355K
$8.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.79% |
$47 - $47.5
|
114
$2.77K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$378K - $383K
|
16.1K
$391K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$7.04K - $7.13K
|
300
$7.29K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.75K- 43.67% |
$158K - $160K
|
8.7K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
81+ 0.74% |
$1.9K - $1.93K
|
11K
$268K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.66K- 9.27% |
$39K - $39.4K
|
16.2K
$394K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$24.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.13K+ 12.65% |
$73.4K - $74.4K
|
27.9K
$677K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205K+ 12.93% |
$4.81M - $4.87M
|
1.79M
$43.4M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
315New |
$7.4K - $7.49K
|
315
$7.65K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
516K+ 2080.73% |
$12.1M - $12.3M
|
541K
$13.1M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.73KNew |
$64.7K - $65.7K
|
2.73K
$66.4K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$118 - $120
|
11.1K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 45.09% |
$166K - $168K
|
22.6K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 106.06% |
$624K - $633K
|
51.2K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$18.9K - $19.2K
|
800
$19.4K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.32K+ 16.14% |
$102K - $104K
|
31.1K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.3KNew |
$30.7K - $31.2K
|
1.3K
$31.5K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$310K - $315K
|
13.1K
$318K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.4K+ 8.36% |
$222K - $226K
|
122K
$2.96M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-310K- 38.02% |
$7.34M - $7.45M
|
505K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.6K- 8.67% |
$109K - $110K
|
48.4K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 10.91% |
$29.1K - $29.5K
|
10K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.5KNew |
$628K - $638K
|
26.5K
$645K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.33K- 14.07% |
$173K - $176K
|
44.7K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.54K- 14.71% |
$83.7K - $85K
|
20.5K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
93.8KNew |
$2.22M - $2.25M
|
93.8K
$2.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.4K+ 113.46% |
$247K - $251K
|
19.7K
$477K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 33.33% |
$2.37K - $2.4K
|
200
$4.86K
|
|
| Q4 2023 | |||||||
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-197Closed |
$4.5K - $4.72K
|
0
$0
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
124New |
$2.83K - $2.97K
|
124
$3.01K
|
|