Purchases and Sales Made in Q1 2025 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 2025. 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 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43K+ 5.41% |
$973K - $996K
|
839K
$19.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41K+ 84.55% |
$928K - $949K
|
89.5K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 63.27% |
$878K - $899K
|
100K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.6K+ 9.41% |
$872K - $892K
|
448K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
37.8K+ 97.38% |
$855K - $875K
|
76.7K
$1.77M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33.6K+ 20.71% |
$760K - $778K
|
196K
$4.52M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
32.6K+ 10.64% |
$737K - $754K
|
339K
$7.83M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32K+ 16.12% |
$723K - $740K
|
230K
$5.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
31.5K+ 20.81% |
$712K - $729K
|
183K
$4.22M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
28K+ 11.83% |
$632K - $647K
|
264K
$6.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.4K+ 188.33% |
$620K - $634K
|
42K
$970K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.7K+ 191.31% |
$604K - $618K
|
40.7K
$939K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
26.2K+ 13.06% |
$592K - $606K
|
227K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6KNew |
$579K - $592K
|
25.6K
$591K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
24.7K+ 14.8% |
$559K - $572K
|
192K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 4.29% |
$539K - $551K
|
580K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 28.51% |
$535K - $547K
|
107K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
23.7KNew |
$535K - $547K
|
23.7K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
22.8K+ 192.39% |
$515K - $527K
|
34.6K
$799K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.4K+ 12.76% |
$507K - $519K
|
198K
$4.58M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.3K+ 24.87% |
$505K - $516K
|
112K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.3K+ 6.28% |
$504K - $516K
|
377K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.3K+ 13.77% |
$504K - $516K
|
184K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 6.58% |
$501K - $513K
|
359K
$8.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.2K+ 7.65% |
$478K - $489K
|
298K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20.9K+ 12.1% |
$473K - $484K
|
194K
$4.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$457K - $467K
|
175K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.1K+ 5.84% |
$432K - $443K
|
347K
$8.01M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
18.9K+ 2.33% |
$427K - $437K
|
831K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
18.7K+ 156.12% |
$423K - $433K
|
30.7K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.6K+ 145.71% |
$421K - $431K
|
31.4K
$726K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
18.3K+ 38.1% |
$414K - $424K
|
66.4K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.8K+ 15.33% |
$380K - $389K
|
127K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
16K+ 204.49% |
$361K - $369K
|
23.8K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.5K+ 116.73% |
$352K - $360K
|
28.9K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 23.36% |
$349K - $358K
|
81.6K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.2K+ 27.23% |
$344K - $352K
|
71.2K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.2K+ 133.99% |
$344K - $352K
|
26.6K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$340K - $348K
|
15K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14.8K+ 8.94% |
$335K - $343K
|
180K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$333K - $340K
|
14.7K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.6KNew |
$330K - $338K
|
14.6K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 28.13% |
$327K - $334K
|
65.8K
$1.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
14.4K+ 37.36% |
$326K - $334K
|
53K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.5KNew |
$305K - $312K
|
13.5K
$311K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.3K+ 5.31% |
$278K - $285K
|
244K
$5.64M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.8K+ 6.0% |
$267K - $274K
|
209K
$4.83M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
11.7K+ 2.41% |
$264K - $271K
|
496K
$11.5M
|