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 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
86.4K+ 338.24% |
$2.04M - $2.11M
|
112K
$2.69M
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83.9K+ 259.68% |
$1.98M - $2.05M
|
116K
$2.79M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.8K+ 4.79% |
$1.98M - $2.05M
|
1.83M
$44M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.9K+ 1.12% |
$1.91M - $1.98M
|
7.29M
$175M
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
73.1K+ 9.1% |
$1.73M - $1.78M
|
876K
$21M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
68.8KNew |
$1.63M - $1.68M
|
68.8K
$1.65M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
67.4K+ 16.13% |
$1.59M - $1.65M
|
486K
$11.7M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 9.0% |
$1.57M - $1.62M
|
805K
$19.3M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
65.6K+ 164.6% |
$1.55M - $1.6M
|
105K
$2.53M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.4K+ 45.39% |
$1.45M - $1.5M
|
197K
$4.72M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
61.3K+ 15.58% |
$1.45M - $1.5M
|
455K
$10.9M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
60.7K+ 88.6% |
$1.44M - $1.48M
|
129K
$3.11M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59.1K+ 19.14% |
$1.4M - $1.44M
|
368K
$8.84M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
57.5K+ 4.99% |
$1.36M - $1.4M
|
1.21M
$29.1M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56.9K+ 94.99% |
$1.34M - $1.39M
|
117K
$2.8M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.7K+ 24.45% |
$1.34M - $1.38M
|
288K
$6.93M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.3KNew |
$1.28M - $1.33M
|
54.3K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52K+ 54.14% |
$1.23M - $1.27M
|
148K
$3.56M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.7K+ 27.72% |
$1.2M - $1.24M
|
234K
$5.61M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.7K+ 2.65% |
$1.18M - $1.21M
|
1.93M
$46.4M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 4.03% |
$1.14M - $1.18M
|
1.25M
$30M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
42K+ 115.44% |
$993K - $1.03M
|
78.4K
$1.88M
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
41K+ 61.39% |
$968K - $1M
|
108K
$2.59M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 6.66% |
$966K - $998K
|
654K
$15.7M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
39.3K+ 26.96% |
$929K - $960K
|
185K
$4.45M
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
36.6K+ 11.8% |
$864K - $893K
|
346K
$8.32M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
36.4K+ 3.59% |
$860K - $889K
|
1.05M
$25.2M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
34K+ 13.59% |
$804K - $831K
|
285K
$6.84M
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.5K+ 106.71% |
$769K - $795K
|
63K
$1.51M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.7K+ 35.12% |
$749K - $774K
|
122K
$2.93M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.4K+ 36.37% |
$694K - $717K
|
110K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
28.7K+ 37.78% |
$677K - $700K
|
105K
$2.51M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.5KNew |
$673K - $695K
|
28.5K
$684K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 33.83% |
$641K - $662K
|
107K
$2.58M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.1K+ 10.15% |
$641K - $662K
|
294K
$7.07M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
26.7K+ 5.03% |
$630K - $651K
|
557K
$13.4M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26.1K+ 14.31% |
$616K - $637K
|
208K
$5M
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
26.1K+ 4.49% |
$616K - $637K
|
607K
$14.6M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.7K+ 5.49% |
$607K - $628K
|
494K
$11.9M
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
25.2K+ 5.41% |
$595K - $615K
|
490K
$11.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.5K+ 5.96% |
$579K - $599K
|
436K
$10.5M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.9K+ 11.4% |
$564K - $583K
|
233K
$5.6M
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
23.5K+ 18.32% |
$555K - $573K
|
152K
$3.64M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
22.9K+ 3.8% |
$542K - $560K
|
626K
$15M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.3KNew |
$527K - $544K
|
22.3K
$536K
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
21.9KNew |
$518K - $535K
|
21.9K
$526K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.9K+ 1.04% |
$493K - $510K
|
2.02M
$48.6M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
20.8K+ 5.74% |
$491K - $507K
|
382K
$9.18M
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20.7K+ 54.02% |
$490K - $506K
|
59.1K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
19.9K+ 8.88% |
$471K - $487K
|
244K
$5.87M
|