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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
312KNew |
$7.46M - $7.6M
|
312K
$7.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
87.8K+ 4.53% |
$2.1M - $2.14M
|
2.03M
$48.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
57.8K+ 496.57% |
$1.38M - $1.4M
|
69.4K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
48.7K+ 31.58% |
$1.16M - $1.18M
|
203K
$4.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.8K+ 72.34% |
$1.07M - $1.09M
|
107K
$2.55M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.5K+ 33.05% |
$895K - $911K
|
151K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
37.2K+ 39.98% |
$888K - $904K
|
130K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.4KNew |
$749K - $763K
|
31.4K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.7K+ 2.14% |
$495K - $504K
|
990K
$23.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.7K+ 15.61% |
$470K - $479K
|
146K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.6KNew |
$420K - $428K
|
17.6K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
14.7K+ 18.51% |
$352K - $358K
|
94.3K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
14.4K+ 10.41% |
$343K - $349K
|
152K
$3.65M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$340K - $346K
|
14.2K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.8K+ 8.92% |
$305K - $310K
|
156K
$3.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 5.01% |
$245K - $249K
|
215K
$5.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9.49K+ 8.96% |
$227K - $231K
|
115K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.33K+ 21.49% |
$223K - $227K
|
52.7K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
9.3KNew |
$222K - $226K
|
9.3K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.3K+ 18.66% |
$127K - $129K
|
33.7K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.17K+ 246.66% |
$123K - $126K
|
7.27K
$174K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.08K+ 3.33% |
$49.7K - $50.6K
|
64.5K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.01K+ 1.11% |
$47.9K - $48.8K
|
183K
$4.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.47K+ 10.18% |
$35K - $35.7K
|
15.9K
$380K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.37K+ 0.83% |
$32.7K - $33.3K
|
165K
$3.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 2.73% |
$25.7K - $26.2K
|
40.6K
$970K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
987+ 11.99% |
$23.6K - $24K
|
9.22K
$221K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
941+ 12.22% |
$22.5K - $22.9K
|
8.64K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.21% |
$693 - $705
|
13.6K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.44% |
$263 - $268
|
773
$18.5K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
860K+ 38.01% |
$20.3M - $21M
|
3.12M
$74.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
464K+ 50.37% |
$11M - $11.3M
|
1.39M
$33.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
410KNew |
$9.68M - $10M
|
410K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
409K+ 1136.3% |
$9.66M - $9.99M
|
445K
$10.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
352K+ 2504.42% |
$8.32M - $8.6M
|
366K
$8.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
346K+ 74.69% |
$8.17M - $8.44M
|
809K
$19.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
264K+ 47.95% |
$6.23M - $6.44M
|
814K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
252K+ 12.61% |
$5.95M - $6.15M
|
2.25M
$53.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.63M - $5.82M
|
238K
$5.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 16.3% |
$5.19M - $5.37M
|
1.57M
$37.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
205K+ 6.21% |
$4.84M - $5M
|
3.5M
$83.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
197K+ 25.78% |
$4.66M - $4.81M
|
962K
$23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 8.49% |
$3.72M - $3.84M
|
2.01M
$48.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
149K+ 41.66% |
$3.52M - $3.64M
|
506K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 8.49% |
$3.14M - $3.24M
|
1.7M
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 3.99% |
$2.99M - $3.08M
|
3.29M
$78.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111K+ 36.4% |
$2.61M - $2.7M
|
414K
$9.92M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
96.5K+ 247.49% |
$2.28M - $2.36M
|
136K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
89.4K+ 7.46% |
$2.11M - $2.18M
|
1.29M
$30.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86.4K+ 338.24% |
$2.04M - $2.11M
|
112K
$2.68M
|
|