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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
763+ 6.98% |
$17.9K - $18.1K
|
11.7K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.26K+ 26.05% |
$147K - $149K
|
30.3K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12KNew |
$282K - $285K
|
12K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
329K+ 6.43% |
$7.74M - $7.83M
|
5.45M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11.7KNew |
$275K - $278K
|
11.7K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.5K+ 100.0% |
$200K - $202K
|
17K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.19K- 89.23% |
$28K - $28.4K
|
144
$3.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.6KNew |
$250K - $253K
|
10.6K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41.1K+ 13.07% |
$964K - $976K
|
355K
$8.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 1.79% |
$47 - $47.5
|
114
$2.75K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.1KNew |
$378K - $383K
|
16.1K
$388K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.9K+ 13.88% |
$68.1K - $68.9K
|
23.8K
$573K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.63K+ 25.71% |
$156K - $158K
|
32.4K
$781K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$7.04K - $7.13K
|
300
$7.22K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.22K+ 56.05% |
$75.6K - $76.5K
|
8.97K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.89K+ 251.88% |
$91.3K - $92.4K
|
5.43K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.75K- 43.67% |
$158K - $160K
|
8.7K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.43K+ 9.36% |
$33.6K - $34K
|
16.7K
$402K
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
81+ 0.74% |
$1.9K - $1.93K
|
11K
$266K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
17.3K+ 7.76% |
$405K - $410K
|
239K
$5.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.66K- 9.27% |
$39K - $39.4K
|
16.2K
$391K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$24.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
11.6KNew |
$271K - $275K
|
11.6K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1KNew |
$23.5K - $23.8K
|
1K
$24.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
844+ 5.41% |
$19.8K - $20.1K
|
16.5K
$396K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.13K+ 12.65% |
$73.4K - $74.4K
|
27.9K
$671K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205K+ 12.93% |
$4.81M - $4.87M
|
1.79M
$43.1M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
315New |
$7.4K - $7.49K
|
315
$7.59K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
516K+ 2080.73% |
$12.1M - $12.3M
|
541K
$13M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.73KNew |
$64.7K - $65.7K
|
2.73K
$65.8K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.05% |
$118 - $120
|
11.1K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 106.06% |
$624K - $633K
|
51.2K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.01K+ 45.09% |
$166K - $168K
|
22.6K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$18.9K - $19.2K
|
800
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.32K+ 16.14% |
$102K - $104K
|
31.1K
$748K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.3KNew |
$30.7K - $31.2K
|
1.3K
$31.3K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.1KNew |
$310K - $315K
|
13.1K
$316K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158KNew |
$3.74M - $3.8M
|
158K
$3.81M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.4K+ 8.36% |
$222K - $226K
|
122K
$2.93M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-310K- 38.02% |
$7.34M - $7.45M
|
505K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
861New |
$20.4K - $20.7K
|
861
$20.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.6K- 8.67% |
$109K - $110K
|
48.4K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 10.91% |
$29.1K - $29.5K
|
10K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
26.5KNew |
$628K - $638K
|
26.5K
$639K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.33K- 14.07% |
$173K - $176K
|
44.7K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
630+ 6.1% |
$14.9K - $15.1K
|
11K
$264K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.54K- 14.71% |
$83.7K - $85K
|
20.5K
$494K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7.34K- 77.46% |
$174K - $176K
|
2.14K
$51.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
93.8KNew |
$2.22M - $2.25M
|
93.8K
$2.26M
|
|