Latest Institutional Purchases of Ishares Tr Ibonds Dec 2027 Ter (IBDS)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2027 Ter (IBDS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
714+ 1.61% |
$17.1K - $17.4K
|
45K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
670New |
$16K - $16.3K
|
670
$16.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
500+ 2.28% |
$11.9K - $12.2K
|
22.4K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
343+ 34.79% |
$8.19K - $8.34K
|
1.33K
$32K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
312+ 1.49% |
$7.45K - $7.59K
|
21.3K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
207+ 1.84% |
$4.94K - $5.03K
|
11.5K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
176+ 1.49% |
$4.2K - $4.28K
|
12K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
162New |
$3.87K - $3.94K
|
162
$3.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
137+ 0.18% |
$3.27K - $3.33K
|
74.6K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
55+ 1.49% |
$1.31K - $1.34K
|
3.74K
$90K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.25% |
$716 - $730
|
12.1K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.21% |
$693 - $705
|
13.6K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21+ 1.44% |
$501 - $511
|
1.48K
$35.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.49% |
$263 - $268
|
747
$18K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.44% |
$263 - $268
|
773
$18.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.04% |
$167 - $170
|
15.7K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$71.6 - $73
|
6.43K
$155K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
860K+ 38.01% |
$20.3M - $21M
|
3.12M
$75.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
464K+ 50.37% |
$11M - $11.3M
|
1.39M
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
409K+ 1136.3% |
$9.66M - $9.99M
|
445K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
352K+ 2504.42% |
$8.32M - $8.6M
|
366K
$8.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
264K+ 47.95% |
$6.23M - $6.44M
|
814K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
252K+ 12.61% |
$5.95M - $6.15M
|
2.25M
$54.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.63M - $5.82M
|
238K
$5.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 16.3% |
$5.19M - $5.37M
|
1.57M
$37.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
197K+ 25.78% |
$4.66M - $4.81M
|
962K
$23.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157K+ 8.49% |
$3.72M - $3.84M
|
2.01M
$48.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 8.49% |
$3.14M - $3.24M
|
1.7M
$40.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 3.99% |
$2.99M - $3.08M
|
3.29M
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
111K+ 36.4% |
$2.61M - $2.7M
|
414K
$9.98M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
96.5K+ 247.49% |
$2.28M - $2.36M
|
136K
$3.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
89.4K+ 7.46% |
$2.11M - $2.18M
|
1.29M
$31M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
83.9K+ 259.68% |
$1.98M - $2.05M
|
116K
$2.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
83.8K+ 4.79% |
$1.98M - $2.05M
|
1.83M
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.9K+ 1.12% |
$1.91M - $1.98M
|
7.29M
$176M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
67.4K+ 16.13% |
$1.59M - $1.65M
|
486K
$11.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 9.0% |
$1.57M - $1.62M
|
805K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
65.6K+ 164.6% |
$1.55M - $1.6M
|
105K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61.4K+ 45.39% |
$1.45M - $1.5M
|
197K
$4.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
61.3K+ 15.58% |
$1.45M - $1.5M
|
455K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
60.7K+ 88.6% |
$1.44M - $1.48M
|
129K
$3.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
57.5K+ 4.99% |
$1.36M - $1.4M
|
1.21M
$29.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56.9K+ 94.99% |
$1.34M - $1.39M
|
117K
$2.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.7K+ 24.45% |
$1.34M - $1.38M
|
288K
$6.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52K+ 54.14% |
$1.23M - $1.27M
|
148K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.7K+ 27.72% |
$1.2M - $1.24M
|
234K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.7K+ 2.65% |
$1.18M - $1.21M
|
1.93M
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 4.03% |
$1.14M - $1.18M
|
1.25M
$30.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
42K+ 115.44% |
$993K - $1.03M
|
78.4K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
41K+ 61.39% |
$968K - $1M
|
108K
$2.59M
|
|