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, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3KNew |
$1.18M - $1.2M
|
49.3K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.6K- 15.84% |
$38.3K - $38.8K
|
8.5K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16.8K- 52.33% |
$402K - $407K
|
15.3K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$262K - $266K
|
11K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
75.7K+ 10.34% |
$1.81M - $1.84M
|
808K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.8K+ 8.77% |
$43.1K - $43.7K
|
22.3K
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.09KNew |
$50.1K - $50.8K
|
2.09K
$50.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-835- 41.96% |
$20K - $20.3K
|
1.16K
$28K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.02K+ 1.96% |
$144K - $146K
|
313K
$7.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
144New |
$3.45K - $3.49K
|
144
$3.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.6K+ 1.75% |
$279K - $282K
|
676K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 8.77% |
$36.6K - $37.1K
|
19K
$460K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 7.49% |
$59.9K - $60.7K
|
30.9K
$749K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9.91K+ 3.92% |
$237K - $240K
|
262K
$6.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-2- -0.0% |
$47.9 - $48.5
|
40.1K
$974K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.74K+ 5.78% |
$65.7K - $66.5K
|
50.2K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1K+ 6.69% |
$24K - $24.3K
|
15.9K
$387K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
14.9KNew |
$358K - $363K
|
14.9K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
331+ 46.95% |
$7.93K - $8.03K
|
1.04K
$25.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
260KNew |
$6.23M - $6.31M
|
260K
$6.31M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
790+ 6.67% |
$18.9K - $19.2K
|
12.6K
$307K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
397New |
$9.51K - $9.64K
|
397
$9.64K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
21.5K+ 11.83% |
$515K - $522K
|
203K
$4.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
6.34K+ 67.96% |
$152K - $154K
|
15.7K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$359 - $364
|
13.1K
$318K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.04K+ 48.71% |
$24.9K - $25.2K
|
3.18K
$77.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
519+ 2.5% |
$12.4K - $12.6K
|
21.2K
$516K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20K+ 133.33% |
$479K - $485K
|
35K
$849K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.01% |
$24 - $24.3
|
8.31K
$202K
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-2.73M- 89.36% |
$65.1M - $65.9M
|
324K
$7.87M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
32New |
$765 - $774
|
32
$777
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 23.83% |
$265K - $268K
|
57.6K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$574K - $581K
|
24K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
380New |
$9.08K - $9.19K
|
380
$9.22K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.38% |
$250K - $253K
|
249K
$6.05M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.75K- 53.96% |
$89.6K - $90.7K
|
3.2K
$77.7K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.28KNew |
$198K - $200K
|
8.28K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.38K- 9.95% |
$56.8K - $57.5K
|
21.5K
$522K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-211- 1.19% |
$5.04K - $5.1K
|
17.5K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-569- 1.59% |
$13.6K - $13.8K
|
35.2K
$855K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
34KNew |
$813K - $822K
|
34K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.27K+ 20.4% |
$54.2K - $54.8K
|
13.4K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
85.5K+ 108.06% |
$2.04M - $2.07M
|
165K
$4M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
919+ 9.65% |
$22K - $22.2K
|
10.4K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.17KNew |
$51.9K - $52.5K
|
2.17K
$52.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.87KNew |
$212K - $214K
|
8.87K
$215K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.49KNew |
$131K - $133K
|
5.49K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 20.0% |
$12K - $12.1K
|
2K
$48.5K
|
|