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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
409KNew |
$9.87M - $9.95M
|
409K
$9.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
253K+ 155.66% |
$6.12M - $6.17M
|
416K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
249K+ 54.9% |
$6M - $6.05M
|
701K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206KNew |
$4.97M - $5.02M
|
206K
$5.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
197K+ 4.67% |
$4.75M - $4.79M
|
4.41M
$107M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
167K+ 16.95% |
$4.02M - $4.06M
|
1.15M
$28M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
163K+ 14.22% |
$3.93M - $3.96M
|
1.31M
$31.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
147K+ 13.08% |
$3.54M - $3.57M
|
1.27M
$30.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
117K+ 11.07% |
$2.82M - $2.85M
|
1.17M
$28.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
112K+ 8.46% |
$2.7M - $2.72M
|
1.43M
$34.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
89.3K+ 80.77% |
$2.16M - $2.17M
|
200K
$4.87M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80KNew |
$1.93M - $1.95M
|
80K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
56.1K+ 4.78% |
$1.35M - $1.37M
|
1.23M
$29.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 31.25% |
$1.12M - $1.13M
|
194K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
45.4K+ 105.02% |
$1.1M - $1.11M
|
88.7K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
43K+ 23.14% |
$1.04M - $1.05M
|
229K
$5.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
40.8K+ 64.77% |
$985K - $993K
|
104K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37.7K+ 2.88% |
$910K - $918K
|
1.35M
$32.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.6K+ 19.16% |
$858K - $865K
|
221K
$5.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.3K+ 6.33% |
$755K - $762K
|
525K
$12.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
31.1K+ 15.93% |
$751K - $757K
|
226K
$5.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30.4K+ 4.52% |
$734K - $741K
|
704K
$17.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
30.4K+ 3.52% |
$734K - $740K
|
894K
$21.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
29.9K+ 24.12% |
$721K - $727K
|
154K
$3.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
27.7K+ 8.56% |
$667K - $673K
|
351K
$8.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.2K+ 17.24% |
$657K - $662K
|
185K
$4.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.8K+ 11.06% |
$598K - $603K
|
249K
$6.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
24.6K+ 23.61% |
$595K - $600K
|
129K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
24.5K+ 6.24% |
$592K - $597K
|
417K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
22.3KNew |
$538K - $542K
|
22.3K
$542K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
21.5K+ 6.12% |
$519K - $524K
|
373K
$9.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
20.8K+ 16.21% |
$502K - $507K
|
149K
$3.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18.9K+ 29.18% |
$457K - $461K
|
83.9K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
17.8KNew |
$429K - $433K
|
17.8K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
15.5K+ 25.94% |
$375K - $378K
|
75.4K
$1.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
15.4K+ 48.15% |
$372K - $375K
|
47.4K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15.2K+ 8.46% |
$366K - $369K
|
194K
$4.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
14.3K+ 1.39% |
$344K - $347K
|
1.04M
$25.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.1K+ 7.7% |
$340K - $343K
|
197K
$4.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.5K+ 8.28% |
$327K - $330K
|
177K
$4.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
13.5K+ 23.35% |
$326K - $329K
|
71.3K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
13.2K+ 83.03% |
$319K - $321K
|
29.1K
$709K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12.3K+ 16.03% |
$297K - $300K
|
89.1K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$274K - $277K
|
11.4K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.9K+ 6.61% |
$264K - $266K
|
176K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.7K+ 11.1% |
$259K - $261K
|
107K
$2.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 2.0% |
$249K - $251K
|
527K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.3KNew |
$249K - $251K
|
10.3K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 606.5% |
$243K - $245K
|
11.7K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.4KNew |
$227K - $229K
|
9.4K
$229K
|