Latest Institutional Purchases of Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBDS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66MNew |
$63.5M - $64.7M
|
2.66M
$63.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.4M+ 654.58% |
$57.3M - $58.3M
|
2.76M
$66.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.01MNew |
$24.2M - $24.6M
|
1.01M
$24.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
898K+ 110.29% |
$21.4M - $21.8M
|
1.71M
$41.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
647K+ 5668.61% |
$15.5M - $15.7M
|
658K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
541K+ 39.06% |
$12.9M - $13.2M
|
1.93M
$46.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
489K+ 6.71% |
$11.7M - $11.9M
|
7.78M
$187M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
474K+ 284.58% |
$11.3M - $11.5M
|
640K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
439K+ 19.51% |
$10.5M - $10.7M
|
2.69M
$64.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
359KNew |
$8.56M - $8.72M
|
359K
$8.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
324KNew |
$7.75M - $7.89M
|
324K
$7.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
323K+ 105.07% |
$7.72M - $7.86M
|
631K
$15.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
312KNew |
$7.46M - $7.6M
|
312K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
311K+ 9.45% |
$7.43M - $7.57M
|
3.6M
$86.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
310K+ 19.78% |
$7.41M - $7.55M
|
1.88M
$45.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
260K+ 220.37% |
$6.21M - $6.32M
|
378K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
243KNew |
$5.8M - $5.9M
|
243K
$5.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
223K+ 6.36% |
$5.32M - $5.41M
|
3.72M
$89.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218KNew |
$5.2M - $5.29M
|
218K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
187K+ 9.32% |
$4.47M - $4.56M
|
2.2M
$52.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
175K+ 42.26% |
$4.18M - $4.26M
|
590K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172K+ 21.35% |
$4.11M - $4.18M
|
977K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165KNew |
$3.95M - $4.02M
|
165K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
165KNew |
$3.93M - $4.01M
|
165K
$3.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 9.38% |
$3.8M - $3.87M
|
1.86M
$44.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
158K+ 19.5% |
$3.77M - $3.83M
|
966K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
141KNew |
$3.38M - $3.44M
|
141K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
136K+ 197.39% |
$3.25M - $3.31M
|
205K
$4.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 53.05% |
$3.09M - $3.15M
|
374K
$8.98M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110K+ 8.83% |
$2.63M - $2.68M
|
1.36M
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102K+ 5.06% |
$2.45M - $2.49M
|
2.13M
$51.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
102KNew |
$2.44M - $2.49M
|
102K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100K+ 73.0% |
$2.39M - $2.43M
|
237K
$5.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.8K+ 21.53% |
$2.24M - $2.28M
|
530K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
91.7K+ 75.95% |
$2.19M - $2.23M
|
212K
$5.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
87.8K+ 4.53% |
$2.1M - $2.14M
|
2.03M
$48.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
87.7K+ 18.06% |
$2.09M - $2.13M
|
573K
$13.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
86.7K+ 2437.4% |
$2.07M - $2.11M
|
90.3K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
83.8K+ 61.79% |
$2M - $2.04M
|
219K
$5.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81.6K+ 8.48% |
$1.95M - $1.98M
|
1.04M
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
80.2K+ 9.16% |
$1.91M - $1.95M
|
956K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
76.3K+ 17.16% |
$1.82M - $1.86M
|
521K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
69.5K+ 5.4% |
$1.66M - $1.69M
|
1.36M
$32.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
66.6K+ 60.47% |
$1.59M - $1.62M
|
177K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
62.6K+ 45.81% |
$1.49M - $1.52M
|
199K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.9K+ 20.78% |
$1.43M - $1.46M
|
348K
$8.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.9K+ 53.44% |
$1.43M - $1.46M
|
172K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
57.8K+ 496.57% |
$1.38M - $1.4M
|
69.4K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
56.2K+ 52.38% |
$1.34M - $1.37M
|
164K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55.6K+ 79.09% |
$1.33M - $1.35M
|
126K
$3.03M
|