Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.49M+ 468.07% |
$78.9M - $80.6M
|
4.24M
$97.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59M+ 1266.09% |
$35.9M - $36.7M
|
1.72M
$39.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
948KNew |
$21.4M - $21.9M
|
948K
$21.7M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
508KNew |
$11.5M - $11.7M
|
508K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
363K+ 93.98% |
$8.2M - $8.37M
|
748K
$17.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
286K+ 9.56% |
$6.48M - $6.62M
|
3.28M
$75.3M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
267K+ 38.18% |
$6.04M - $6.17M
|
967K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
246K+ 12.85% |
$5.57M - $5.69M
|
2.16M
$49.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
229K+ 13.86% |
$5.18M - $5.29M
|
1.88M
$43.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
212K+ 14.0% |
$4.79M - $4.89M
|
1.72M
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171K+ 14.29% |
$3.86M - $3.94M
|
1.37M
$31.3M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
148KNew |
$3.36M - $3.43M
|
148K
$3.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 28.47% |
$3.35M - $3.42M
|
668K
$15.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
147K+ 149.79% |
$3.32M - $3.39M
|
245K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 6.27% |
$2.98M - $3.05M
|
2.24M
$51.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
132K+ 6.27% |
$2.98M - $3.05M
|
2.24M
$51.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
119K+ 15.49% |
$2.69M - $2.74M
|
886K
$20.3M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
118K+ 36.98% |
$2.66M - $2.72M
|
437K
$10M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
116K+ 29.35% |
$2.62M - $2.68M
|
510K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
102K+ 11.92% |
$2.31M - $2.36M
|
961K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
82.5KNew |
$1.86M - $1.91M
|
82.5K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
80.2K+ 84.54% |
$1.81M - $1.85M
|
175K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.9K+ 8.37% |
$1.67M - $1.71M
|
957K
$21.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
66.9KNew |
$1.51M - $1.54M
|
66.9K
$1.53M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
65.6K+ 95.27% |
$1.48M - $1.52M
|
135K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
63.5K+ 71.18% |
$1.43M - $1.47M
|
153K
$3.5M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
60K+ 299.26% |
$1.36M - $1.39M
|
80K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
58K+ 45.89% |
$1.31M - $1.34M
|
184K
$4.23M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
57.5K+ 73.24% |
$1.3M - $1.33M
|
136K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.4K+ 39.67% |
$1.19M - $1.21M
|
185K
$4.23M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.3K+ 11.43% |
$1.16M - $1.19M
|
500K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50.2K+ 7.78% |
$1.14M - $1.16M
|
696K
$16M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
49K+ 65.36% |
$1.11M - $1.13M
|
124K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.3K+ 6.15% |
$1.07M - $1.09M
|
816K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.2KNew |
$1M - $1.02M
|
44.2K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.7K+ 163.13% |
$988K - $1.01M
|
70.5K
$1.62M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
42.7K+ 74.77% |
$966K - $987K
|
99.9K
$2.29M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
41.3K+ 100.49% |
$934K - $954K
|
82.4K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.5K+ 129.26% |
$915K - $935K
|
71.8K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
40.1K+ 4.94% |
$907K - $927K
|
852K
$19.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
38.6K+ 28.59% |
$874K - $893K
|
174K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
37.2K+ 34.1% |
$841K - $859K
|
146K
$3.35M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
36.3K+ 20.22% |
$820K - $838K
|
216K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.4K+ 61.98% |
$800K - $818K
|
92.5K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.3K+ 27.3% |
$798K - $816K
|
165K
$3.78M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
35KNew |
$792K - $809K
|
35K
$803K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
34.8K+ 17.31% |
$787K - $804K
|
236K
$5.41M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.8K+ 69.33% |
$764K - $780K
|
82.5K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.8K+ 105.28% |
$764K - $780K
|
65.8K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
33K+ 2.81% |
$747K - $763K
|
1.21M
$27.7M
|