Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-86.4K- 86.9% |
$2.06M - $2.1M
|
13K
$314K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-59.5K- 32.93% |
$1.42M - $1.45M
|
121K
$2.92M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42.3K- 10.33% |
$1.01M - $1.03M
|
367K
$8.84M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-22.1K- 43.1% |
$528K - $538K
|
29.2K
$703K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-17.5K- 1.53% |
$417K - $425K
|
1.12M
$27.1M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.7K- 9.83% |
$326K - $332K
|
125K
$3.02M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12.1K- 1.19% |
$290K - $295K
|
1.01M
$24.2M
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-11.7K- 14.31% |
$280K - $286K
|
70.3K
$1.69M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.57K- 17.63% |
$229K - $233K
|
44.7K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9.3K- 49.47% |
$222K - $226K
|
9.5K
$229K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 33.84% |
$188K - $191K
|
15.4K
$370K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.35K- 6.44% |
$175K - $179K
|
107K
$2.57M
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.02K- 1.39% |
$168K - $171K
|
499K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.17K- 13.04% |
$123K - $126K
|
34.5K
$831K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 3.02% |
$97.5K - $99.3K
|
131K
$3.15M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.25K- 16.17% |
$77.7K - $79.1K
|
16.9K
$406K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.45K- 21.62% |
$58.4K - $59.5K
|
8.87K
$214K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.75K- 13.91% |
$41.7K - $42.5K
|
10.8K
$260K
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.6K- 2.95% |
$38.2K - $38.9K
|
52.6K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.58K- 5.99% |
$37.7K - $38.4K
|
24.8K
$597K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-711- 0.96% |
$17K - $17.3K
|
73.4K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-666- 2.5% |
$15.9K - $16.2K
|
26K
$625K
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-478- 0.79% |
$11.4K - $11.6K
|
60.4K
$1.45M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-460- 1.41% |
$11K - $11.2K
|
32.1K
$772K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-278- 1.55% |
$6.64K - $6.76K
|
17.7K
$426K
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-241- 0.17% |
$5.76K - $5.86K
|
142K
$3.41M
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 0.45% |
$4.56K - $4.65K
|
41.9K
$1.01M
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-110- 0.24% |
$2.63K - $2.68K
|
46.3K
$1.11M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.32M- 67.02% |
$78.3M - $81M
|
1.63M
$39.3M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.5K- 57.7% |
$1.22M - $1.26M
|
37.7K
$909K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-43.4K- 7.97% |
$1.03M - $1.06M
|
501K
$12.1M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-38K- 16.08% |
$898K - $928K
|
198K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37.8K- 29.71% |
$893K - $922K
|
89.4K
$2.15M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22K- 28.46% |
$520K - $538K
|
55.3K
$1.33M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 16.83% |
$301K - $311K
|
62.8K
$1.51M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-10.1K- 5.86% |
$239K - $247K
|
162K
$3.91M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.08K- 61.96% |
$215K - $222K
|
5.58K
$134K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.22K- 17.71% |
$194K - $201K
|
38.2K
$920K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-8.2K- 4.34% |
$194K - $200K
|
181K
$4.35M
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-6.11K- 2.05% |
$144K - $149K
|
292K
$7.03M
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.99K- 7.45% |
$94.2K - $97.3K
|
49.5K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-2.17K- 4.75% |
$51.3K - $53.1K
|
43.6K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.15K- 23.63% |
$50.8K - $52.5K
|
6.95K
$167K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.74% |
$47.3K - $48.8K
|
51.5K
$1.24M
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.73K- 0.47% |
$40.8K - $42.2K
|
369K
$8.89M
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 16.69% |
$40K - $41.3K
|
8.45K
$203K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$16.5K - $17.1K
|
2K
$48.2K
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-550- 1.93% |
$13K - $13.4K
|
28K
$674K
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-433- 0.47% |
$10.2K - $10.6K
|
92.3K
$2.22M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-371- 0.19% |
$8.77K - $9.06K
|
191K
$4.6M
|