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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
13.2KNew |
$314K - $318K
|
13.2K
$318K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.8KNew |
$283K - $286K
|
11.8K
$287K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.8K+ 57.28% |
$283K - $286K
|
32.5K
$787K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 12.19% |
$269K - $273K
|
104K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1K+ 16.44% |
$266K - $269K
|
78.8K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 23.83% |
$265K - $268K
|
57.6K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
10.7K+ 4.29% |
$256K - $259K
|
260K
$6.3M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.38% |
$250K - $253K
|
249K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.83K+ 1021.08% |
$235K - $238K
|
10.8K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.78K+ 9.84% |
$234K - $237K
|
109K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9.73K+ 4.01% |
$233K - $235K
|
252K
$6.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.66K+ 26.26% |
$231K - $234K
|
46.5K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.3KNew |
$222K - $225K
|
9.3K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87KNew |
$212K - $214K
|
8.87K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.84K+ 4.16% |
$211K - $214K
|
221K
$5.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.72K+ 5.4% |
$208K - $211K
|
170K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.69K+ 61.96% |
$208K - $210K
|
22.7K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.63KNew |
$206K - $209K
|
8.63K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5K+ 95.06% |
$203K - $205K
|
17.4K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
8.41K+ 20.55% |
$201K - $203K
|
49.3K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.28KNew |
$198K - $200K
|
8.28K
$200K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.89K+ 129.16% |
$189K - $191K
|
14K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.7K+ 152.08% |
$184K - $186K
|
12.8K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
7.47K+ 1.5% |
$178K - $181K
|
507K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
6.75K+ 25.89% |
$161K - $163K
|
32.8K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.66K+ 1.91% |
$159K - $161K
|
355K
$8.59M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.5K+ 76.95% |
$155K - $157K
|
14.9K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.43K+ 23.89% |
$154K - $156K
|
33.4K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
6.26K+ 71.59% |
$150K - $151K
|
15K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.26K+ 3.64% |
$149K - $151K
|
178K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.89K+ 4.46% |
$141K - $142K
|
138K
$3.34M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.55K+ 13.98% |
$133K - $134K
|
45.3K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.49KNew |
$131K - $133K
|
5.49K
$133K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.05K+ 20.57% |
$121K - $122K
|
29.6K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5K+ 38.59% |
$120K - $121K
|
18K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.91K+ 39.65% |
$117K - $119K
|
17.3K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.88K+ 3.35% |
$117K - $118K
|
151K
$3.65M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.43K+ 16.32% |
$106K - $107K
|
31.5K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.41K+ 5.91% |
$105K - $107K
|
79K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.27K+ 3.7% |
$102K - $103K
|
120K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.81K+ 0.6% |
$91.2K - $92.2K
|
644K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72K+ 15.73% |
$88.8K - $89.9K
|
27.4K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.37K+ 5.35% |
$80.5K - $81.4K
|
66.3K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.12K+ 2.28% |
$74.6K - $75.5K
|
140K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.95K+ 5.43% |
$70.6K - $71.4K
|
57.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.87K+ 2.97% |
$68.6K - $69.4K
|
99.3K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.86K+ 6.36% |
$68.4K - $69.3K
|
47.9K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 7.66% |
$57.6K - $58.3K
|
33.9K
$820K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.37K+ 4.86% |
$56.5K - $57.2K
|
51K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
2.28K+ 183.21% |
$54.5K - $55.2K
|
3.53K
$85.4K
|