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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
795+ 88.53% |
$19.2K - $19.4K
|
1.69K
$41.1K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
783+ 1.07% |
$18.9K - $19.1K
|
73.8K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
750New |
$18.1K - $18.3K
|
750
$18.2K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
725+ 1.15% |
$17.5K - $17.6K
|
64K
$1.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
714+ 2.11% |
$17.2K - $17.4K
|
34.5K
$837K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
659+ 6.9% |
$15.9K - $16K
|
10.2K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
601+ 0.14% |
$14.5K - $14.6K
|
435K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
571+ 1.01% |
$13.8K - $13.9K
|
57.3K
$1.39M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
563New |
$13.6K - $13.7K
|
563
$13.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
563New |
$13.6K - $13.7K
|
563
$13.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
553+ 3.04% |
$13.3K - $13.5K
|
18.8K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
521+ 3.21% |
$12.6K - $12.7K
|
16.8K
$407K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
492+ 2.61% |
$11.9K - $12K
|
19.3K
$469K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
439+ 0.96% |
$10.6K - $10.7K
|
46.1K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
365+ 4.01% |
$8.81K - $8.88K
|
9.46K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
303+ 1.01% |
$7.31K - $7.38K
|
30.2K
$732K
|
|
|
Oct 20, 2025
Q3 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
300+ 2.58% |
$7.24K - $7.3K
|
12K
$290K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
270+ 1.2% |
$6.52K - $6.57K
|
22.8K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
239+ 0.39% |
$5.77K - $5.82K
|
61.6K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
236+ 1.09% |
$5.7K - $5.74K
|
21.9K
$532K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
233New |
$5.62K - $5.67K
|
233
$5.65K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
219+ 1.06% |
$5.29K - $5.33K
|
20.9K
$507K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
200+ 0.64% |
$4.83K - $4.87K
|
31.6K
$766K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
176+ 4.19% |
$4.25K - $4.28K
|
4.38K
$106K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
172+ 0.07% |
$4.15K - $4.19K
|
261K
$6.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
155+ 0.48% |
$3.74K - $3.77K
|
32.2K
$783K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
150+ 0.41% |
$3.62K - $3.65K
|
36.7K
$891K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
147+ 1.09% |
$3.55K - $3.58K
|
13.6K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
127+ 1.09% |
$3.07K - $3.09K
|
11.8K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
118+ 1.09% |
$2.85K - $2.87K
|
11K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
90+ 0.12% |
$2.17K - $2.19K
|
77.2K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
68+ 0.13% |
$1.64K - $1.66K
|
51.8K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
67+ 0.28% |
$1.62K - $1.63K
|
24.2K
$587K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
50+ 0.11% |
$1.21K - $1.22K
|
46.4K
$1.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
42+ 0.12% |
$1.01K - $1.02K
|
35.1K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.04% |
$797 - $803
|
74.4K
$1.81M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 1.0% |
$772 - $779
|
3.25K
$78.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 1.12% |
$676 - $682
|
2.54K
$61.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.06% |
$386 - $389
|
1.53K
$37.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.14% |
$217 - $219
|
796
$19.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.33% |
$193 - $195
|
2.45K
$59.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 1.05% |
$193 - $195
|
769
$18.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$72.4 - $73
|
5.61K
$136K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.02% |
$72.4 - $73
|
16.3K
$396K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
424KNew |
$10.1M - $10.3M
|
424K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
267K+ 214.53% |
$6.4M - $6.48M
|
392K
$9.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
260KNew |
$6.23M - $6.31M
|
260K
$6.31M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
127KNew |
$3.04M - $3.08M
|
127K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
75.7K+ 10.34% |
$1.81M - $1.84M
|
808K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
49.3KNew |
$1.18M - $1.2M
|
49.3K
$1.2M
|
|