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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.45KNew |
$204K - $206K
|
8.45K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.38K- 1.7% |
$106K - $107K
|
253K
$6.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-627- 74.03% |
$15.1K - $15.3K
|
220
$5.34K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35K+ 12.05% |
$32.5K - $32.7K
|
12.5K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-13.1K- 46.44% |
$317K - $319K
|
15.1K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
118+ 1.09% |
$2.85K - $2.87K
|
11K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.49K- 4.33% |
$36K - $36.3K
|
33K
$800K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 7.37% |
$34.1K - $34.4K
|
20.6K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
795+ 88.53% |
$19.2K - $19.4K
|
1.69K
$41.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
5.77KNew |
$139K - $141K
|
5.77K
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 7.65% |
$412K - $416K
|
240K
$5.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
17.3K+ 10.45% |
$419K - $422K
|
183K
$4.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.87K+ 3.35% |
$69.3K - $69.9K
|
88.6K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
84.9KNew |
$2.05M - $2.07M
|
84.9K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.3K- 15.41% |
$104K - $105K
|
23.6K
$573K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.33K+ 4.94% |
$56.2K - $56.6K
|
49.4K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
BUY
|
- |
2.5K+ 7.14% |
$60.4K - $60.9K
|
37.5K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-617- 0.29% |
$14.9K - $15K
|
215K
$5.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.96K+ 5.84% |
$47.4K - $47.8K
|
35.5K
$862K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
192K+ 110.98% |
$4.63M - $4.67M
|
365K
$8.86M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.04% |
$797 - $803
|
74.4K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
19.3KNew |
$466K - $470K
|
19.3K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.9K+ 4.97% |
$288K - $290K
|
252K
$6.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 1.64% |
$28.9K - $29.2K
|
74.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3K+ 6.32% |
$72.5K - $73.1K
|
50.5K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
12.1K+ 13.79% |
$293K - $296K
|
100K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
217K+ 8.39% |
$5.23M - $5.27M
|
2.8M
$67.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
62.4KNew |
$1.51M - $1.52M
|
62.4K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
757K+ 35.89% |
$18.3M - $18.4M
|
2.87M
$69.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104K+ 11.44% |
$2.52M - $2.54M
|
1.02M
$24.7M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.85K+ 5.31% |
$44.7K - $45K
|
36.7K
$890K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
8.5KNew |
$205K - $207K
|
8.5K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
45.9KNew |
$1.11M - $1.12M
|
45.9K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
35.8K+ 23.76% |
$864K - $871K
|
186K
$4.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
4.19K+ 3.76% |
$101K - $102K
|
116K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 0.14% |
$2.97K - $2.99K
|
89.4K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
492+ 2.61% |
$11.9K - $12K
|
19.3K
$469K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-2.23K- 16.12% |
$53.9K - $54.4K
|
11.6K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
17.8K+ 71.57% |
$431K - $434K
|
42.8K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-306K- 44.19% |
$7.38M - $7.44M
|
386K
$9.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.41K+ 5.9% |
$34.1K - $34.4K
|
25.4K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.82K+ 15.63% |
$43.9K - $44.3K
|
13.5K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.14K+ 10.67% |
$124K - $125K
|
53.3K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.6K- 28.69% |
$86.9K - $87.6K
|
8.95K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.29K+ 3.53% |
$104K - $104K
|
126K
$3.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.54K+ 38.47% |
$158K - $159K
|
23.5K
$571K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.35K+ 2.42% |
$32.5K - $32.8K
|
57K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.36K- 0.7% |
$105K - $106K
|
616K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-12.1K- 19.02% |
$293K - $295K
|
51.7K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.65K+ 2.18% |
$233K - $235K
|
453K
$11M
|
|