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 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
807+ 8.84% |
$19.3K - $19.6K
|
9.93K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.5K+ 9.23% |
$514K - $523K
|
255K
$6.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-278- 1.55% |
$6.64K - $6.76K
|
17.7K
$426K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 33.84% |
$188K - $191K
|
15.4K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.71K+ 17.39% |
$136K - $139K
|
38.6K
$929K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
312+ 1.49% |
$7.45K - $7.59K
|
21.3K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
66.6K+ 60.47% |
$1.59M - $1.62M
|
177K
$4.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
19.4K+ 14.35% |
$463K - $471K
|
155K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.75KNew |
$89.6K - $91.2K
|
3.75K
$90.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.18K+ 6.07% |
$28.2K - $28.7K
|
20.7K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46.3K+ 12.59% |
$1.11M - $1.13M
|
414K
$9.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
137+ 0.18% |
$3.27K - $3.33K
|
74.6K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9.3K- 49.47% |
$222K - $226K
|
9.5K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.9K+ 42.09% |
$260K - $265K
|
36.8K
$886K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.9K+ 53.44% |
$1.43M - $1.46M
|
172K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
45.5K+ 17.64% |
$1.09M - $1.11M
|
303K
$7.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
55+ 1.49% |
$1.31K - $1.34K
|
3.74K
$90K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.02K- 1.39% |
$168K - $171K
|
499K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-59.5K- 32.93% |
$1.42M - $1.45M
|
121K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 1.44% |
$501 - $511
|
1.48K
$35.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.02K+ 1.31% |
$120K - $122K
|
387K
$9.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
80.2K+ 9.16% |
$1.91M - $1.95M
|
956K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
165KNew |
$3.95M - $4.02M
|
165K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.01K+ 10.67% |
$144K - $146K
|
62.4K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
769+ 1.23% |
$18.4K - $18.7K
|
63.3K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
714+ 1.61% |
$17.1K - $17.4K
|
45K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
6.14K+ 14.31% |
$147K - $149K
|
49.1K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.4KNew |
$272K - $277K
|
11.4K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
34K+ 73.69% |
$812K - $827K
|
80.1K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.11K+ 1.87% |
$26.4K - $26.9K
|
60.1K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
20K+ 33.89% |
$479K - $487K
|
79.2K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-86.4K- 86.9% |
$2.06M - $2.1M
|
13K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.65K+ 4.74% |
$159K - $162K
|
147K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.55K+ 5.97% |
$180K - $184K
|
134K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.01MNew |
$24.2M - $24.6M
|
1.01M
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.7K+ 88.16% |
$232K - $236K
|
20.7K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.16K+ 29.79% |
$27.7K - $28.3K
|
5.06K
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.7K- 9.83% |
$326K - $332K
|
125K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.6K- 2.95% |
$38.2K - $38.9K
|
52.6K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 0.45% |
$4.56K - $4.65K
|
41.9K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15KNew |
$358K - $365K
|
15K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.75K- 13.91% |
$41.7K - $42.5K
|
10.8K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.77K+ 3.03% |
$162K - $165K
|
230K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.2KNew |
$314K - $320K
|
13.2K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
718New |
$17.1K - $17.5K
|
718
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.46K+ 4.62% |
$226K - $230K
|
214K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
7.81K+ 29.83% |
$187K - $190K
|
34K
$819K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.25K- 16.17% |
$77.7K - $79.1K
|
16.9K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 6.82% |
$60.5K - $61.6K
|
39.7K
$955K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.16K+ 32.06% |
$147K - $150K
|
25.4K
$611K
|