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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-7.73KClosed |
$191K - $205K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20.7KClosed |
$513K - $549K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-169Closed |
$4.46K - $4.57K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.1KClosed |
$874K - $896K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26.4 - $27
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 15.0% |
$15.8K - $16.2K
|
3.4K
$81.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-970Closed |
$25.6K - $26.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 20.68% |
$4.48K - $4.6K
|
652
$15.6K
|
|
| Q3 2021 | |||||||
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$782 - $791
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.67K - $2.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.38KClosed |
$63.3K - $64.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-58.1KClosed |
$1.55M - $1.58M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-490Closed |
$13.1K - $13.5K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-527KClosed |
$14M - $14.5M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-8.3KClosed |
$221K - $229K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-23.8K- 53.34% |
$644K - $657K
|
20.8K
$498K
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.73KClosed |
$209K - $213K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
4.53KNew |
$122K - $125K
|
4.53K
$108K
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-17.7KClosed |
$478K - $487K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
578+ 18.77% |
$15.6K - $15.9K
|
3.66K
$87.4K
|
|
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-24.5KClosed |
$660K - $674K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-374Closed |
$10.1K - $10.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.76KClosed |
$212K - $237K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.12KClosed |
$27.1K - $30.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.2MClosed |
$29.1M - $32.4M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-263Closed |
$6.38K - $7.11K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-24.9K- 93.57% |
$556K - $668K
|
1.71K
$40.9K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-537Closed |
$12K - $14.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.94KClosed |
$75.6K - $76.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.91KClosed |
$200K - $207K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.34KClosed |
$59.1K - $61.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Apr 19, 2024
Q2 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.41KClosed |
$205K - $214K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-1.04KClosed |
$24.4K - $25.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 09, 2018
Q3 2018
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-25.7KClosed |
$603K - $613K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
M&T Bank Corp
|
SELL
|
- |
-8.81KClosed |
$205K - $211K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-620Closed |
$14.4K - $14.9K
|
0
$0
|
|