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 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.66K- 9.27% |
$39K - $39.4K
|
16.2K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.23% |
$28K - $28.4K
|
144
$3.46K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-310K- 38.02% |
$7.34M - $7.45M
|
505K
$12.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7.34K- 77.46% |
$174K - $176K
|
2.14K
$51.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.33K- 14.07% |
$173K - $176K
|
44.7K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.6K- 8.67% |
$109K - $110K
|
48.4K
$1.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.54K- 14.71% |
$83.7K - $85K
|
20.5K
$493K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 10.91% |
$29.1K - $29.5K
|
10K
$241K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 33.33% |
$2.37K - $2.4K
|
200
$4.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.4K- 58.06% |
$1.06M - $1.11M
|
33.5K
$805K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-11.6K- 49.31% |
$272K - $278K
|
12K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.05K- 10.61% |
$24.6K - $25.1K
|
8.84K
$212K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-375- 2.6% |
$8.77K - $8.98K
|
14.1K
$337K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.44K- 59.82% |
$79.6K - $82.6K
|
2.31K
$55.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.52K- 15.07% |
$35.1K - $36.4K
|
8.54K
$205K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-115K- 84.38% |
$2.61M - $2.81M
|
21.2K
$510K
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-37.6K- 97.52% |
$857K - $923K
|
959
$23K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-74.5KClosed |
$1.74M - $1.85M
|
0
$0
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.71KClosed |
$39.8K - $42.4K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.45KClosed |
$33.8K - $36K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-700Closed |
$16.3K - $17.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-49Closed |
$1.14K - $1.22K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-20.7KClosed |
$513K - $549K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-7.73KClosed |
$191K - $205K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.65KClosed |
$90.3K - $96.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.07K- 51.85% |
$26.3K - $28.2K
|
989
$23.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.1KClosed |
$874K - $896K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-970Closed |
$25.6K - $26.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 15.0% |
$15.8K - $16.2K
|
3.4K
$81.7K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-170- 20.68% |
$4.48K - $4.6K
|
652
$15.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-169Closed |
$4.46K - $4.57K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$26.4 - $27
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.67K - $2.7K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-29Closed |
$782 - $791
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-58.1KClosed |
$1.55M - $1.58M
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.38KClosed |
$63.3K - $64.5K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-527KClosed |
$14M - $14.5M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-8.3KClosed |
$221K - $229K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-490Closed |
$13.1K - $13.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-23.8K- 53.34% |
$644K - $657K
|
20.8K
$501K
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-17.7KClosed |
$478K - $487K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.73KClosed |
$209K - $213K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-24.5KClosed |
$660K - $674K
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-374Closed |
$10.1K - $10.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-1.2MClosed |
$29.1M - $32.4M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.76KClosed |
$212K - $237K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.12KClosed |
$27.1K - $30.2K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-263Closed |
$6.38K - $7.11K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-24.9K- 93.57% |
$556K - $668K
|
1.71K
$41.1K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-537Closed |
$12K - $14.4K
|
0
$0
|
|