Latest Institutional Transactions on Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBDS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
190K+ 13.24% |
$4.59M - $4.62M
|
1.62M
$39.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9.59K- 0.76% |
$232K - $234K
|
1.26M
$30.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.4K+ 165.55% |
$640K - $643K
|
42.3K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
23+ 1.51% |
$558 - $561
|
1.55K
$37.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.38K+ 3.77% |
$227K - $229K
|
258K
$6.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-8.83K- 5.04% |
$214K - $215K
|
167K
$4.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.8K+ 6.37% |
$285K - $287K
|
197K
$4.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.04% |
$606 - $609
|
58.2K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.3K+ 140.85% |
$249K - $250K
|
17.6K
$426K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-54- 0.64% |
$1.31K - $1.32K
|
8.38K
$203K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.11K+ 24.33% |
$99.6K - $100K
|
21K
$510K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
26KNew |
$630K - $633K
|
26K
$631K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
133K+ 12.86% |
$3.23M - $3.25M
|
1.17M
$28.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
9.49KNew |
$230K - $231K
|
9.49K
$230K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.75K+ 23.01% |
$66.7K - $67K
|
14.7K
$357K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
522K+ 35.77% |
$12.7M - $12.7M
|
1.98M
$48.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
866KNew |
$21M - $21.1M
|
866K
$21M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
3.13K+ 7.56% |
$75.8K - $76.2K
|
44.5K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
7.72K+ 13.04% |
$187K - $188K
|
67K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.8K+ 1.47% |
$43.7K - $44K
|
125K
$3.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
8.9K+ 6.8% |
$216K - $217K
|
140K
$3.39M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
26.6KNew |
$644K - $648K
|
26.6K
$645K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
3.88K+ 15.38% |
$94.1K - $94.6K
|
29.1K
$707K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 16.09% |
$347K - $349K
|
103K
$2.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-22.6K- 5.44% |
$549K - $552K
|
393K
$9.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.4K- 2.46% |
$33.9K - $34.1K
|
55.5K
$1.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.5KNew |
$60.6K - $60.9K
|
2.5K
$60.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
313+ 0.3% |
$7.59K - $7.63K
|
106K
$2.57M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
199+ 4.33% |
$4.82K - $4.85K
|
4.79K
$116K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.8K+ 6.09% |
$550K - $555K
|
397K
$9.63M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.23K+ 5.04% |
$53.8K - $54.2K
|
46.4K
$1.13M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
1.48K+ 3.42% |
$35.8K - $36.1K
|
44.8K
$1.09M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.3K- 3.39% |
$248K - $250K
|
293K
$7.12M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
27.2K+ 11.55% |
$657K - $662K
|
263K
$6.38M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-110K- 46.32% |
$2.66M - $2.68M
|
128K
$3.1M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.49K- 0.86% |
$35.9K - $36.2K
|
172K
$4.17M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.33% |
$193 - $195
|
2.45K
$59.6K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 1.0% |
$772 - $779
|
3.25K
$78.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.6K- 68.75% |
$159K - $161K
|
3K
$72.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 4.93% |
$3.38K - $3.41K
|
2.7K
$65.5K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134K+ 17.47% |
$3.23M - $3.26M
|
901K
$21.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
783+ 1.07% |
$18.9K - $19.1K
|
73.8K
$1.79M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
40.7KNew |
$982K - $990K
|
40.7K
$987K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
1.86K+ 3.34% |
$44.8K - $45.2K
|
57.5K
$1.39M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
563New |
$13.6K - $13.7K
|
563
$13.7K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 6.5% |
$50.9K - $51.3K
|
34.5K
$838K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
22KNew |
$530K - $534K
|
22K
$533K
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.75K- 2.29% |
$42.3K - $42.6K
|
74.9K
$1.82M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
8.45K+ 4.83% |
$204K - $206K
|
183K
$4.45M
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-300- 0.09% |
$7.24K - $7.3K
|
339K
$8.23M
|
|