Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-140K- 73.93% |
$3.36M - $3.41M
|
49.5K
$1.2M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-88.7K- 54.33% |
$2.12M - $2.15M
|
74.5K
$1.81M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42.9K- 42.91% |
$1.03M - $1.04M
|
57.1K
$1.38M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-39.6K- 7.92% |
$948K - $961K
|
460K
$11.1M
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-27.6K- 48.05% |
$662K - $671K
|
29.9K
$724K
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.4K- 44.6% |
$465K - $471K
|
24.1K
$584K
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-15.9K- 7.47% |
$382K - $387K
|
198K
$4.78M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 1.32% |
$364K - $368K
|
1.14M
$27.5M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.53K- 47.79% |
$204K - $207K
|
9.32K
$226K
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.17K- 6.31% |
$124K - $125K
|
76.6K
$1.86M
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-5.05K- 4.97% |
$121K - $123K
|
96.5K
$2.34M
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.09K- 3.2% |
$98K - $99.3K
|
124K
$3M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.44K- 4.72% |
$58.6K - $59.3K
|
49.3K
$1.19M
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.4K- 11.01% |
$57.6K - $58.3K
|
19.4K
$470K
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.59K- 1.27% |
$38.1K - $38.6K
|
123K
$2.98M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.49K- 0.89% |
$35.7K - $36.1K
|
165K
$4.01M
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.28K- 0.47% |
$30.7K - $31.1K
|
270K
$6.55M
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.13K- 1.05% |
$27.1K - $27.5K
|
107K
$2.58M
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.09K- 6.25% |
$26K - $26.4K
|
16.3K
$395K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-851- 0.39% |
$20.4K - $20.7K
|
219K
$5.3M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-616- 0.38% |
$14.8K - $15K
|
163K
$3.94M
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-600- 4.56% |
$14.4K - $14.6K
|
12.6K
$304K
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-284- 2.38% |
$6.8K - $6.89K
|
11.7K
$282K
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-260- 0.97% |
$6.23K - $6.31K
|
26.6K
$643K
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-10- -0.0% |
$240 - $243
|
323K
$7.82M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$24 - $24.3
|
8.31K
$201K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.4M- 98.92% |
$81.2M - $82.1M
|
37K
$895K
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-2.73M- 89.36% |
$65.1M - $65.9M
|
324K
$7.86M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-590K- 82.2% |
$14.1M - $14.3M
|
128K
$3.1M
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-324K- 51.33% |
$7.74M - $7.83M
|
307K
$7.43M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-287K- 18.51% |
$6.87M - $6.95M
|
1.27M
$30.7M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-164K- 75.18% |
$3.91M - $3.96M
|
54K
$1.31M
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-77.1K- 22.47% |
$1.84M - $1.86M
|
266K
$6.44M
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-74.9K- 22.11% |
$1.79M - $1.81M
|
264K
$6.39M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.3K- 68.29% |
$844K - $854K
|
16.4K
$397K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 1.44% |
$346K - $350K
|
991K
$24M
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.1K- 17.72% |
$264K - $267K
|
51.3K
$1.24M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 0.55% |
$244K - $247K
|
1.85M
$44.7M
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.78K- 75.08% |
$234K - $237K
|
3.25K
$78.6K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-8.95K- 6.96% |
$214K - $216K
|
120K
$2.9M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.93K- 8.79% |
$213K - $216K
|
92.7K
$2.25M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.04K- 38.88% |
$168K - $170K
|
11.1K
$268K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.57K- 2.19% |
$133K - $135K
|
249K
$6.04M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.57K- 36.27% |
$133K - $135K
|
9.79K
$237K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.4K- 56.13% |
$129K - $131K
|
4.22K
$102K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.77K- 2.13% |
$114K - $115K
|
219K
$5.31M
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.55K- 9.27% |
$109K - $110K
|
44.5K
$1.08M
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.75K- 53.96% |
$89.6K - $90.7K
|
3.2K
$77.5K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.64K- 1.28% |
$86.9K - $87.9K
|
281K
$6.8M
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-2.71K- 12.95% |
$64.7K - $65.4K
|
18.2K
$441K
|