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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-478- 0.79% |
$11.4K - $11.6K
|
60.4K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
165KNew |
$3.93M - $4.01M
|
165K
$3.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
500+ 2.28% |
$11.9K - $12.2K
|
22.4K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.32K+ 173.53% |
$127K - $129K
|
8.39K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
176+ 1.49% |
$4.2K - $4.28K
|
12K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8.37K+ 4.96% |
$200K - $203K
|
177K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.5K- 1.53% |
$417K - $425K
|
1.12M
$27.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.17K- 13.04% |
$123K - $126K
|
34.5K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.3K- 10.33% |
$1.01M - $1.03M
|
367K
$8.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-711- 0.96% |
$17K - $17.3K
|
73.4K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162New |
$3.87K - $3.94K
|
162
$3.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.1K- 1.19% |
$290K - $295K
|
1.01M
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
936+ 1.48% |
$22.4K - $22.8K
|
64K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
17.5K+ 5.05% |
$418K - $425K
|
364K
$8.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.37K+ 17.47% |
$224K - $228K
|
63K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.1K+ 4.48% |
$528K - $538K
|
516K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.76KNew |
$42.1K - $42.8K
|
1.76K
$42.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.58K- 5.99% |
$37.7K - $38.4K
|
24.8K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.49% |
$263 - $268
|
747
$18K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 53.05% |
$3.09M - $3.15M
|
374K
$9M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.34K+ 61.88% |
$55.8K - $56.8K
|
6.11K
$147K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.04% |
$167 - $170
|
15.7K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-110- 0.24% |
$2.63K - $2.68K
|
46.3K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.57K- 17.63% |
$229K - $233K
|
44.7K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.07K+ 2.2% |
$97.2K - $99K
|
189K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16K+ 29.66% |
$383K - $390K
|
70.2K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.25% |
$716 - $730
|
12.1K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
100K+ 73.0% |
$2.39M - $2.43M
|
237K
$5.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
343+ 34.79% |
$8.19K - $8.34K
|
1.33K
$32K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
13.7K+ 24.33% |
$327K - $333K
|
70.1K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39.7KNew |
$948K - $966K
|
39.7K
$956K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
207+ 1.84% |
$4.94K - $5.03K
|
11.5K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
5.49K+ 18.58% |
$131K - $133K
|
35K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
136K+ 197.39% |
$3.25M - $3.31M
|
205K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.8K+ 34.23% |
$997K - $1.02M
|
164K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
223K+ 6.36% |
$5.32M - $5.41M
|
3.72M
$89.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
13.7K+ 39.1% |
$327K - $333K
|
48.6K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
670New |
$16K - $16.3K
|
670
$16.1K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
24KNew |
$573K - $584K
|
24K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$71.6 - $73
|
6.43K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.55K+ 10.79% |
$132K - $135K
|
57K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12.4K+ 32.11% |
$296K - $301K
|
51K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
6.84K+ 68.36% |
$163K - $166K
|
16.9K
$406K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$158K - $161K
|
6.6K
$159K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
11.5K+ 6.21% |
$275K - $280K
|
197K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
62.6K+ 45.81% |
$1.49M - $1.52M
|
199K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.56K+ 0.73% |
$85K - $86.6K
|
494K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
158K+ 19.5% |
$3.77M - $3.83M
|
966K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
807+ 8.84% |
$19.3K - $19.6K
|
9.93K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
18.5K+ 58.35% |
$441K - $449K
|
50.1K
$1.21M
|