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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 1.28% |
$384 - $393
|
1.31K
$30.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 11.67% |
$1.58K - $1.62K
|
530
$12.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-344- 28.43% |
$7.78K - $7.96K
|
866
$20K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-404- 0.62% |
$9.13K - $9.35K
|
64.9K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-420- 0.1% |
$9.5K - $9.72K
|
402K
$9.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-535- 21.72% |
$12.1K - $12.4K
|
1.93K
$44.5K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-570- 1.71% |
$12.9K - $13.2K
|
32.8K
$757K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-857- 13.17% |
$19.4K - $19.8K
|
5.65K
$131K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-967- 1.74% |
$21.9K - $22.4K
|
54.5K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 32.96% |
$31.7K - $32.5K
|
2.86K
$66K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.54K- 4.97% |
$34.8K - $35.6K
|
29.4K
$679K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.62K- 3.31% |
$36.6K - $37.4K
|
47.3K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.98K- 8.03% |
$44.7K - $45.8K
|
22.7K
$523K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.1K- 1.03% |
$47.4K - $48.5K
|
202K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 3.84% |
$55.8K - $57.2K
|
61.8K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.51K- 3.13% |
$56.7K - $58.1K
|
77.8K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.59K- 2.53% |
$81.1K - $83K
|
138K
$3.19M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.86K- 35.06% |
$178K - $182K
|
14.6K
$336K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.94K- 3.7% |
$202K - $207K
|
233K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-9K- 37.1% |
$204K - $208K
|
15.3K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13K- 9.92% |
$294K - $301K
|
118K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-13.6K- 8.65% |
$308K - $315K
|
144K
$3.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-13.9K- 0.96% |
$315K - $322K
|
1.44M
$33.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.3K- 15.19% |
$323K - $331K
|
79.8K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-15.4K- 12.71% |
$347K - $356K
|
106K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-24.2K- 51.64% |
$547K - $560K
|
22.7K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.6K- 10.62% |
$557K - $570K
|
207K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.9K- 27.84% |
$563K - $577K
|
64.6K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.3K- 44.89% |
$572K - $585K
|
31K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.8K- 38.13% |
$945K - $967K
|
67.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.3K- 70.31% |
$1.14M - $1.16M
|
21.3K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-64.9K- 24.12% |
$1.47M - $1.5M
|
204K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-75.8K- 60.04% |
$1.71M - $1.75M
|
50.5K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-90.9K- 30.05% |
$2.05M - $2.1M
|
212K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-860K- 68.43% |
$19.4M - $19.9M
|
397K
$9.17M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-934K- 80.97% |
$21.1M - $21.6M
|
219K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.3M- 36.42% |
$29.5M - $30.2M
|
2.28M
$52.6M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.36M- 50.08% |
$30.8M - $31.6M
|
1.36M
$31.4M
|