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 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
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
950+ 8.88% |
$22.8K - $23.1K
|
11.7K
$282K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
846+ 0.54% |
$20.3K - $20.5K
|
156K
$3.79M
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
753+ 0.4% |
$18K - $18.3K
|
191K
$4.62M
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
686+ 0.22% |
$16.4K - $16.6K
|
314K
$7.61M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590New |
$14.1K - $14.3K
|
590
$14.3K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
582+ 2.77% |
$13.9K - $14.1K
|
21.6K
$522K
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
519+ 2.5% |
$12.4K - $12.6K
|
21.2K
$514K
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
397New |
$9.51K - $9.64K
|
397
$9.61K
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
237+ 1.1% |
$5.68K - $5.75K
|
21.7K
$525K
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
165+ 1.53% |
$3.95K - $4K
|
10.9K
$265K
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 0.53% |
$3.95K - $4K
|
31.4K
$760K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
156+ 0.49% |
$3.74K - $3.79K
|
32.1K
$777K
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
128+ 0.57% |
$3.07K - $3.11K
|
22.5K
$546K
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
123+ 0.29% |
$2.95K - $2.99K
|
42.2K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
97+ 0.75% |
$2.32K - $2.35K
|
13.1K
$317K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
68+ 0.13% |
$1.63K - $1.65K
|
51.8K
$1.25M
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
28+ 0.31% |
$671 - $680
|
9.1K
$220K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$359 - $364
|
13.1K
$317K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.03% |
$192 - $194
|
787
$19.1K
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3+ 0.03% |
$71.9 - $72.8
|
10.2K
$246K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
823K+ 42.71% |
$19.7M - $19.9M
|
2.75M
$66.5M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
440K+ 15.91% |
$10.5M - $10.6M
|
3.2M
$77.6M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
382K+ 17.94% |
$9.12M - $9.23M
|
2.51M
$60.7M
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
294K+ 325.74% |
$7.03M - $7.11M
|
384K
$9.31M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
287K+ 227.96% |
$6.86M - $6.94M
|
413K
$10M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269K+ 12.48% |
$6.43M - $6.51M
|
2.43M
$58.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 3.28% |
$6.1M - $6.17M
|
8.04M
$195M
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
248KNew |
$5.92M - $5.99M
|
248K
$6M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 18.87% |
$5.61M - $5.67M
|
1.48M
$35.8M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
231K+ 12.31% |
$5.53M - $5.59M
|
2.11M
$51.1M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
170K+ 4.71% |
$4.06M - $4.11M
|
3.77M
$91.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
168K+ 6.25% |
$4.02M - $4.06M
|
2.86M
$69.2M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
150K+ 5.64% |
$3.58M - $3.62M
|
2.81M
$68M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
117K+ 11.97% |
$2.8M - $2.83M
|
1.09M
$26.5M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
116K+ 11.16% |
$2.78M - $2.81M
|
1.16M
$28.1M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116K+ 19.71% |
$2.78M - $2.81M
|
706K
$17.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 4.95% |
$2.6M - $2.63M
|
2.31M
$55.9M
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
85.5K+ 108.06% |
$2.04M - $2.07M
|
165K
$3.99M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
83.9KNew |
$2.01M - $2.03M
|
83.9K
$2.03M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
81.6K+ 21.82% |
$1.95M - $1.97M
|
455K
$11M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
74.8K+ 16.84% |
$1.79M - $1.81M
|
519K
$12.6M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
71.4K+ 10.81% |
$1.71M - $1.73M
|
732K
$17.7M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
71K+ 13.62% |
$1.7M - $1.72M
|
592K
$14.3M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
68.9K+ 11.57% |
$1.65M - $1.67M
|
664K
$16.1M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
67.9K+ 12.57% |
$1.62M - $1.64M
|
608K
$14.7M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61K+ 8.74% |
$1.46M - $1.48M
|
760K
$18.4M
|