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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27K+ 20.4% |
$54.2K - $54.8K
|
13.4K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.17KNew |
$51.9K - $52.5K
|
2.17K
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.16K+ 1.17% |
$51.7K - $52.3K
|
187K
$4.53M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.99KNew |
$47.6K - $48.1K
|
1.99K
$48.2K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.98K+ 3.12% |
$47.2K - $47.8K
|
65.3K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.88K+ 10.76% |
$44.9K - $45.5K
|
19.3K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.66KNew |
$39.7K - $40.2K
|
1.66K
$40.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.64K+ 4.86% |
$39.1K - $39.6K
|
35.3K
$856K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.59K+ 18.39% |
$38K - $38.4K
|
10.2K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.58K+ 6.99% |
$37.8K - $38.2K
|
24.2K
$585K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.39K+ 26.14% |
$33.2K - $33.6K
|
6.71K
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.36K+ 1.93% |
$32.4K - $32.8K
|
71.4K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.31K+ 5.87% |
$31.4K - $31.8K
|
23.7K
$574K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.29K+ 73.25% |
$30.8K - $31.2K
|
3.05K
$73.9K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 8.64% |
$30K - $30.3K
|
15.8K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24KNew |
$29.7K - $30.1K
|
1.24K
$30.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
1.14K+ 0.56% |
$27.2K - $27.5K
|
206K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.11K+ 2.3% |
$26.4K - $26.7K
|
49.2K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04KNew |
$24.9K - $25.2K
|
1.04K
$25.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
919+ 9.65% |
$22K - $22.2K
|
10.4K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
906+ 0.35% |
$21.7K - $21.9K
|
257K
$6.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
895+ 31.51% |
$21.4K - $21.6K
|
3.74K
$90.4K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
705New |
$16.8K - $17K
|
705
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
690+ 1.51% |
$16.5K - $16.7K
|
46.4K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
656+ 10.88% |
$15.7K - $15.9K
|
6.69K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
655+ 359.89% |
$15.7K - $15.8K
|
837
$20.3K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
470+ 0.73% |
$11.2K - $11.4K
|
64.4K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
380New |
$9.08K - $9.19K
|
380
$9.2K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
261+ 0.83% |
$6.24K - $6.31K
|
31.6K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
207+ 0.48% |
$4.95K - $5.01K
|
43.4K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
157+ 1.47% |
$3.75K - $3.8K
|
10.8K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
153+ 0.31% |
$3.66K - $3.7K
|
50.2K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
80+ 0.9% |
$1.91K - $1.93K
|
8.99K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
62+ 0.18% |
$1.48K - $1.5K
|
34.6K
$837K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
58+ 0.52% |
$1.39K - $1.4K
|
11.2K
$271K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
55+ 0.04% |
$1.31K - $1.33K
|
124K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
32New |
$765 - $774
|
32
$775
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11+ 0.74% |
$263 - $266
|
1.5K
$36.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.2% |
$120 - $121
|
2.45K
$59.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.67% |
$120 - $121
|
752
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$47.8 - $48.4
|
18.8K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$47.8 - $48.4
|
13.5K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
112KNew |
$2.66M - $2.71M
|
112K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
41.3K+ 35.53% |
$987K - $1M
|
158K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.9KNew |
$713K - $727K
|
29.9K
$723K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.6K+ 15.92% |
$707K - $720K
|
216K
$5.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$609K - $620K
|
25.5K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.1K+ 4.48% |
$528K - $538K
|
516K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.6KNew |
$420K - $428K
|
17.6K
$426K
|
|