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 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 13.08% |
$585K - $590K
|
210K
$5.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-19.5K- 1.72% |
$472K - $475K
|
1.12M
$27.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-146- 0.63% |
$3.52K - $3.55K
|
23.2K
$563K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.45K- 5.67% |
$35K - $35.3K
|
24.1K
$586K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
19.8K+ 41.54% |
$477K - $481K
|
67.4K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.61K- 2.24% |
$38.8K - $39.1K
|
70.1K
$1.7M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.18KNew |
$28.4K - $28.6K
|
1.18K
$28.5K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.66K- 4.23% |
$64.1K - $64.6K
|
60.2K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
68+ 0.13% |
$1.64K - $1.66K
|
51.8K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
13.2K+ 83.03% |
$319K - $321K
|
29.1K
$707K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.43K+ 5.73% |
$82.9K - $83.6K
|
63.4K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-498- 12.38% |
$12K - $12.1K
|
3.53K
$85.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.34K+ 18.38% |
$80.7K - $81.3K
|
21.5K
$522K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
42+ 0.12% |
$1.01K - $1.02K
|
35.1K
$851K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.4KNew |
$274K - $277K
|
11.4K
$276K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
8.13KNew |
$196K - $198K
|
8.13K
$197K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-16.4K- 7.1% |
$397K - $400K
|
215K
$5.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
18.9K+ 29.18% |
$457K - $461K
|
83.9K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-435- 0.53% |
$10.5K - $10.6K
|
81.7K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.24K- 9.29% |
$54K - $54.5K
|
21.9K
$531K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35.6K+ 19.16% |
$858K - $865K
|
221K
$5.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.9K+ 25.28% |
$94.1K - $94.9K
|
19.3K
$469K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
172+ 0.07% |
$4.15K - $4.19K
|
261K
$6.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.09K+ 2.17% |
$26.3K - $26.5K
|
51.3K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.39K- 9.2% |
$178K - $180K
|
73K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.3KNew |
$249K - $251K
|
10.3K
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-269- 0.22% |
$6.49K - $6.55K
|
123K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-792- 1.88% |
$19.1K - $19.3K
|
41.4K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37.7K+ 2.88% |
$910K - $918K
|
1.35M
$32.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-10.8K- 46.48% |
$261K - $263K
|
12.4K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-9.92K- 51.09% |
$240K - $242K
|
9.5K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-119K- 54.77% |
$2.88M - $2.9M
|
98.5K
$2.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 0.11% |
$1.21K - $1.22K
|
46.4K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.23K+ 2.2% |
$29.6K - $29.8K
|
57K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
750New |
$18.1K - $18.3K
|
750
$18.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.29K+ 3.47% |
$176K - $178K
|
217K
$5.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
56.1K+ 4.78% |
$1.35M - $1.37M
|
1.23M
$29.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
117K+ 11.07% |
$2.82M - $2.85M
|
1.17M
$28.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80KNew |
$1.93M - $1.95M
|
80K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
24.6K+ 23.61% |
$595K - $600K
|
129K
$3.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38- 0.02% |
$917 - $925
|
219K
$5.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
521+ 3.21% |
$12.6K - $12.7K
|
16.8K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$72.4 - $73
|
5.61K
$136K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
812+ 3.77% |
$19.6K - $19.8K
|
22.4K
$543K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.25K- 0.33% |
$78.4K - $79K
|
988K
$24M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
15.4K+ 48.15% |
$372K - $375K
|
47.4K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.83K+ 7.53% |
$189K - $191K
|
112K
$2.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
46.2K+ 31.25% |
$1.12M - $1.13M
|
194K
$4.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1K- 0.73% |
$24.2K - $24.4K
|
136K
$3.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.85K- 20.09% |
$117K - $118K
|
19.3K
$468K
|
|