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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.6KNew |
$462K - $478K
|
19.6K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
19.4K+ 16.25% |
$459K - $474K
|
139K
$3.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
19.2K+ 62.17% |
$454K - $470K
|
50.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 1.62% |
$430K - $445K
|
1.14M
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
17.1K+ 81.49% |
$403K - $417K
|
38K
$913K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.5K+ 43.96% |
$390K - $403K
|
54.1K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 2.34% |
$356K - $368K
|
659K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.7K+ 50.98% |
$347K - $359K
|
43.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.7K+ 13.12% |
$346K - $358K
|
126K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.5K+ 872.03% |
$343K - $355K
|
16.2K
$389K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
14K+ 43.59% |
$331K - $342K
|
46.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8K+ 2.78% |
$326K - $337K
|
510K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
13.4K+ 10.54% |
$316K - $327K
|
140K
$3.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.2K+ 23.12% |
$312K - $322K
|
70.3K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.9K+ 1.56% |
$280K - $290K
|
773K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.4KNew |
$270K - $279K
|
11.4K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.4KNew |
$270K - $279K
|
11.4K
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
11.4K+ 9.62% |
$269K - $278K
|
130K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
10.8K+ 42.61% |
$255K - $264K
|
36.2K
$868K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$253K - $262K
|
10.7K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 21.36% |
$246K - $254K
|
59K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.5K+ 8.55% |
$225K - $232K
|
121K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.29KNew |
$219K - $227K
|
9.29K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.15KNew |
$216K - $223K
|
9.15K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.12KNew |
$216K - $223K
|
9.12K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.08K+ 1.68% |
$215K - $222K
|
549K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
8.89K+ 51.37% |
$210K - $217K
|
26.2K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.76K+ 1.6% |
$207K - $214K
|
558K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.72KNew |
$206K - $213K
|
8.72K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.38KNew |
$198K - $205K
|
8.38K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
8.28K+ 6.52% |
$196K - $202K
|
135K
$3.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.18K+ 97.85% |
$193K - $200K
|
16.5K
$397K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
8.1K+ 3.24% |
$191K - $198K
|
258K
$6.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.06K+ 7.33% |
$191K - $197K
|
118K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
7.93K+ 4.58% |
$187K - $194K
|
181K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 796.92% |
$183K - $190K
|
8.74K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.16K+ 21.99% |
$169K - $175K
|
39.7K
$954K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.99K+ 7.68% |
$165K - $171K
|
98K
$2.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.93K+ 13.51% |
$164K - $169K
|
58.2K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.89K+ 4.32% |
$163K - $168K
|
166K
$4M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.85K+ 12.23% |
$162K - $167K
|
62.9K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.65K+ 17.58% |
$157K - $162K
|
44.5K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.6K+ 20.54% |
$156K - $161K
|
38.7K
$930K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.24K+ 13.15% |
$147K - $152K
|
53.7K
$1.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.9K+ 15.36% |
$139K - $144K
|
44.3K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.77K+ 12.06% |
$136K - $141K
|
53.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
5.65K+ 16.6% |
$133K - $138K
|
39.7K
$953K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.64K+ 13.16% |
$133K - $138K
|
48.5K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.6K+ 4.43% |
$132K - $137K
|
132K
$3.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
5.43K+ 1.72% |
$128K - $133K
|
321K
$7.72M
|