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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32MNew |
$31.6M - $32M
|
1.32M
$32M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
383K+ 123.79% |
$9.17M - $9.29M
|
692K
$16.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
198K+ 4.93% |
$4.75M - $4.81M
|
4.21M
$102M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
186K+ 27.51% |
$4.46M - $4.52M
|
864K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
186KNew |
$4.45M - $4.51M
|
186K
$4.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
93.4K+ 27.35% |
$2.24M - $2.27M
|
435K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
72.2K+ 58.75% |
$1.73M - $1.75M
|
195K
$4.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
63.4K+ 21.99% |
$1.52M - $1.54M
|
352K
$8.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
62.9K+ 6.84% |
$1.51M - $1.53M
|
983K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
55K+ 5.68% |
$1.32M - $1.34M
|
1.02M
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 35.52% |
$1.16M - $1.18M
|
185K
$4.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
42.1K+ 2.94% |
$1.01M - $1.02M
|
1.47M
$35.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38.4K+ 3.54% |
$919K - $931K
|
1.12M
$27.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33K+ 75.27% |
$790K - $800K
|
76.8K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
31.6K+ 20.15% |
$758K - $768K
|
189K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.9K+ 2.02% |
$620K - $628K
|
1.31M
$31.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.3K+ 19.09% |
$606K - $614K
|
158K
$3.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21.5K+ 11.83% |
$515K - $522K
|
203K
$4.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
20.2K+ 9.18% |
$484K - $490K
|
240K
$5.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20K+ 133.33% |
$479K - $485K
|
35K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 16.67% |
$471K - $477K
|
137K
$3.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
17K+ 1.65% |
$408K - $413K
|
1.05M
$25.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
15.5K+ 17.47% |
$372K - $377K
|
104K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.8K+ 19.47% |
$331K - $335K
|
84.7K
$2.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 11.39% |
$308K - $312K
|
126K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.5K+ 18.33% |
$300K - $304K
|
80.8K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
11.4K+ 35.58% |
$272K - $275K
|
43.3K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.24K+ 5.32% |
$221K - $224K
|
183K
$4.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
8.58K+ 748.13% |
$206K - $208K
|
9.73K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.82K+ 6.49% |
$187K - $190K
|
128K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.73K+ 15.44% |
$185K - $188K
|
57.8K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.71K+ 73.68% |
$185K - $187K
|
18.2K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.36K+ 3.17% |
$176K - $179K
|
239K
$5.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.28K+ 5.62% |
$174K - $177K
|
137K
$3.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
6.34K+ 67.96% |
$152K - $154K
|
15.7K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.23K+ 1.39% |
$149K - $151K
|
453K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.97K+ 31.67% |
$119K - $121K
|
20.7K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$107K - $109K
|
179K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.9K+ 3.52% |
$93.4K - $94.6K
|
115K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 9.17% |
$93.3K - $94.5K
|
46.3K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.69K+ 8.41% |
$88.3K - $89.5K
|
47.5K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.18K+ 6.66% |
$76.3K - $77.3K
|
51K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
2.99K+ 8.17% |
$71.7K - $72.7K
|
39.6K
$960K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
2.31K+ 121.82% |
$55.3K - $56K
|
4.2K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.24K+ 7.53% |
$53.6K - $54.2K
|
31.9K
$773K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.25% |
$46.2K - $46.8K
|
61.3K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.86K+ 13.38% |
$44.6K - $45.2K
|
15.8K
$382K
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.77K+ 1.73% |
$42.5K - $43K
|
104K
$2.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.04K+ 48.71% |
$24.9K - $25.2K
|
3.18K
$76.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.04K+ 4.8% |
$24.8K - $25.1K
|
22.6K
$547K
|