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 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 20.27% |
$372K - $379K
|
92.5K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
474K+ 284.58% |
$11.3M - $11.5M
|
640K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
597+ 10.99% |
$14.3K - $14.5K
|
6.03K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.25% |
$143 - $146
|
2.44K
$58.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 5.83% |
$74.7K - $76.1K
|
56.8K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
227+ 1.48% |
$5.42K - $5.52K
|
15.5K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
455+ 0.57% |
$10.9K - $11.1K
|
80.9K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.5KNew |
$1.11M - $1.13M
|
46.5K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
31.3KNew |
$747K - $761K
|
31.3K
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 11.97% |
$254K - $259K
|
99.4K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
898K+ 110.29% |
$21.4M - $21.8M
|
1.71M
$41.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
489+ 2.23% |
$11.7K - $11.9K
|
22.4K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$322K - $328K
|
13.5K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19.6K+ 26.54% |
$467K - $476K
|
93.3K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
187K+ 9.32% |
$4.47M - $4.56M
|
2.2M
$52.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 9.38% |
$3.8M - $3.87M
|
1.86M
$44.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
220New |
$5.25K - $5.35K
|
220
$5.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
30.7K+ 18.91% |
$734K - $747K
|
193K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.31K+ 2.38% |
$103K - $105K
|
185K
$4.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.2KNew |
$28.7K - $29.2K
|
1.2K
$28.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.63K+ 0.69% |
$38.9K - $39.6K
|
239K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.25KNew |
$29.7K - $30.3K
|
1.25K
$29.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
549New |
$13.1K - $13.4K
|
549
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.09K- 0.84% |
$25.9K - $26.4K
|
129K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.6K+ 13.12% |
$732K - $745K
|
264K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
69.5K+ 5.4% |
$1.66M - $1.69M
|
1.36M
$32.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
310K+ 19.78% |
$7.41M - $7.55M
|
1.88M
$45.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15.6K+ 7.49% |
$373K - $379K
|
224K
$5.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
102KNew |
$2.44M - $2.49M
|
102K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
10.7K+ 64.07% |
$256K - $260K
|
27.4K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
22.6K+ 62.38% |
$538K - $548K
|
58.7K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.19K+ 4.54% |
$100K - $102K
|
96.5K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
83.8K+ 61.79% |
$2M - $2.04M
|
219K
$5.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.8K+ 21.53% |
$2.24M - $2.28M
|
530K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.4KNew |
$296K - $301K
|
12.4K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10K+ 45.5% |
$239K - $243K
|
32K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
172K+ 21.35% |
$4.11M - $4.18M
|
977K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
22.7KNew |
$542K - $552K
|
22.7K
$546K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 13.71% |
$293K - $298K
|
102K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.2K+ 6.6% |
$76.5K - $77.9K
|
51.7K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-2.64K- 1.02% |
$62.9K - $64.1K
|
256K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-55.5K- 7.18% |
$1.33M - $1.35M
|
718K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56K+ 9.45% |
$37.3K - $38K
|
18.1K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.97KNew |
$47.1K - $47.9K
|
1.97K
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
87.7K+ 18.06% |
$2.09M - $2.13M
|
573K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
81.6K+ 8.48% |
$1.95M - $1.98M
|
1.04M
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
40.6K+ 34.76% |
$969K - $987K
|
157K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.82K+ 3.57% |
$163K - $166K
|
198K
$4.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-3.11K- 7.13% |
$74.2K - $75.6K
|
40.5K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.4M+ 654.58% |
$57.3M - $58.3M
|
2.76M
$66.4M
|