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 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.28K+ 2.28% |
$125K - $129K
|
237K
$5.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.28K+ 3.23% |
$125K - $129K
|
169K
$4.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.47K+ 30.34% |
$106K - $109K
|
19.2K
$462K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
4.47K+ 9.51% |
$106K - $109K
|
51.4K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.21K+ 8.07% |
$99.5K - $103K
|
56.4K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.14K+ 131.22% |
$97.8K - $101K
|
7.3K
$175K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.75K+ 2500.0% |
$88.6K - $91.6K
|
3.9K
$93.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
3.71K+ 13.27% |
$87.5K - $90.5K
|
31.6K
$760K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.7K+ 28.46% |
$87.4K - $90.4K
|
16.7K
$401K
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.65K+ 9.48% |
$86.2K - $89.1K
|
42.1K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.4K+ 12.23% |
$80.3K - $83K
|
31.2K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
3.33K+ 9.42% |
$78.6K - $81.2K
|
38.7K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.3K+ 4.68% |
$77.9K - $80.5K
|
73.7K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.15K+ 25.08% |
$74.4K - $76.9K
|
15.7K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 4.19% |
$73.1K - $75.5K
|
76.9K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.73K+ 13.12% |
$64.6K - $66.8K
|
23.6K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.71K+ 5.37% |
$64K - $66.1K
|
53.1K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.57K+ 1.41% |
$60.7K - $62.7K
|
185K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$59.1K - $61.1K
|
2.5K
$60.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.49KNew |
$58.9K - $60.9K
|
2.49K
$59.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.39K+ 19.75% |
$56.4K - $58.2K
|
14.5K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 1.13% |
$54.3K - $56.1K
|
205K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.28K+ 13.18% |
$53.8K - $55.6K
|
19.6K
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.14K+ 0.84% |
$50.6K - $52.3K
|
258K
$6.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.12K+ 3.87% |
$50.1K - $51.8K
|
56.9K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.08K+ 10.43% |
$49.1K - $50.7K
|
22K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2K+ 3.37% |
$47.3K - $48.8K
|
61.3K
$1.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.92K+ 6.21% |
$45.4K - $46.9K
|
32.9K
$789K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.89KNew |
$44.7K - $46.2K
|
1.89K
$45.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.84K+ 4.78% |
$43.6K - $45K
|
40.4K
$971K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.77K+ 1.75% |
$41.8K - $43.2K
|
103K
$2.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.73K+ 18.15% |
$41K - $42.3K
|
11.3K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.72K+ 4.21% |
$40.7K - $42.1K
|
42.7K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.66K+ 7.34% |
$39.2K - $40.6K
|
24.3K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.58K+ 2.59% |
$37.3K - $38.6K
|
62.5K
$1.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.45K+ 7.8% |
$34.2K - $35.4K
|
20K
$481K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 3.88% |
$32.1K - $33.2K
|
36.3K
$873K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.35K+ 5.5% |
$31.9K - $33K
|
25.9K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34K+ 3.21% |
$31.6K - $32.6K
|
42.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.33K+ 1.08% |
$31.3K - $32.4K
|
125K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 2220.0% |
$26.2K - $27.1K
|
1.16K
$27.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.09K+ 0.36% |
$25.8K - $26.6K
|
308K
$7.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.03K+ 10.27% |
$24.2K - $25K
|
11K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.02K+ 1.11% |
$24.1K - $24.9K
|
92.5K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.02KNew |
$24K - $24.8K
|
1.02K
$24.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
998+ 0.45% |
$23.6K - $24.4K
|
223K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
986New |
$23.3K - $24.1K
|
986
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
900+ 4.58% |
$21.3K - $22K
|
20.5K
$493K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
828+ 14.79% |
$19.6K - $20.2K
|
6.43K
$154K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
640New |
$15.1K - $15.6K
|
640
$15.4K
|