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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.55M+ 2356.92% |
$85.1M - $86.2M
|
3.7M
$89.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32MNew |
$31.6M - $32M
|
1.32M
$32M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
424KNew |
$10.1M - $10.3M
|
424K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
383K+ 123.79% |
$9.17M - $9.29M
|
692K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
380K+ 13.83% |
$9.11M - $9.23M
|
3.13M
$75.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
306K+ 12.21% |
$7.34M - $7.43M
|
2.81M
$68.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
267K+ 214.53% |
$6.4M - $6.48M
|
392K
$9.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
266K+ 9.48% |
$6.38M - $6.46M
|
3.08M
$74.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
260KNew |
$6.23M - $6.31M
|
260K
$6.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
254KNew |
$6.09M - $6.17M
|
254K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
236K+ 18.66% |
$5.66M - $5.73M
|
1.5M
$36.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
208K+ 5.52% |
$4.98M - $5.05M
|
3.98M
$96.4M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
175KNew |
$4.19M - $4.25M
|
175K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
173KNew |
$4.15M - $4.2M
|
173K
$4.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
160K+ 13.78% |
$3.83M - $3.88M
|
1.32M
$32M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
156K+ 6.45% |
$3.75M - $3.79M
|
2.58M
$62.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
153K+ 20.1% |
$3.66M - $3.71M
|
912K
$22.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 6.37% |
$3.52M - $3.57M
|
2.45M
$59.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
137KNew |
$3.29M - $3.33M
|
137K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
93.4K+ 27.35% |
$2.24M - $2.27M
|
435K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.6K+ 16.18% |
$2.19M - $2.22M
|
658K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
80.9K+ 13.66% |
$1.94M - $1.96M
|
673K
$16.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80KNew |
$1.92M - $1.94M
|
80K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
76.2K+ 0.95% |
$1.83M - $1.85M
|
8.11M
$196M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
75.7K+ 10.34% |
$1.81M - $1.84M
|
808K
$19.6M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
62.5K+ 19.79% |
$1.5M - $1.52M
|
378K
$9.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.4K+ 8.69% |
$1.47M - $1.49M
|
767K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
55K+ 5.68% |
$1.32M - $1.34M
|
1.02M
$24.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
51.5K+ 51.93% |
$1.23M - $1.25M
|
151K
$3.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
51K+ 5.08% |
$1.22M - $1.24M
|
1.06M
$25.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.9K+ 4.56% |
$1.2M - $1.21M
|
1.14M
$27.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3KNew |
$1.18M - $1.2M
|
49.3K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 35.52% |
$1.16M - $1.18M
|
185K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.9KNew |
$1.08M - $1.09M
|
44.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
44.8K+ 7.48% |
$1.07M - $1.09M
|
644K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
43.1K+ 3.82% |
$1.03M - $1.05M
|
1.17M
$28.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
42.2K+ 34.09% |
$1.01M - $1.02M
|
166K
$4.02M
|
|
|
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 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
41.8K+ 39.38% |
$1M - $1.01M
|
148K
$3.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
38.4K+ 3.54% |
$919K - $931K
|
1.12M
$27.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 2.48% |
$833K - $844K
|
1.44M
$34.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
33.8K+ 376.19% |
$810K - $820K
|
42.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.2K+ 2.24% |
$795K - $805K
|
1.51M
$36.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33K+ 75.27% |
$790K - $800K
|
76.8K
$1.86M
|