Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.24MNew |
$73.5M - $75.6M
|
3.24M
$75.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
210K+ 4.93% |
$4.76M - $4.89M
|
4.46M
$104M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
165KNew |
$3.74M - $3.84M
|
165K
$3.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
164K+ 12.07% |
$3.72M - $3.83M
|
1.52M
$35.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
112KNew |
$2.54M - $2.61M
|
112K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
102KNew |
$2.32M - $2.39M
|
102K
$2.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
102K+ 32.5% |
$2.32M - $2.39M
|
417K
$9.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100K+ 5.96% |
$2.27M - $2.33M
|
1.78M
$41.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82.4K+ 8.41% |
$1.87M - $1.92M
|
1.06M
$24.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76.3K+ 21.24% |
$1.73M - $1.78M
|
436K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73.8K+ 8.8% |
$1.68M - $1.72M
|
912K
$21.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70.9K+ 8.53% |
$1.61M - $1.65M
|
902K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50.1K+ 35.17% |
$1.14M - $1.17M
|
193K
$4.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
49.6KNew |
$1.13M - $1.16M
|
49.6K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$949K - $976K
|
41.8K
$973K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
40.8K+ 166.62% |
$926K - $952K
|
65.3K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33.8KNew |
$768K - $790K
|
33.8K
$787K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.6K+ 24.22% |
$696K - $715K
|
157K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
28.4K+ 53.56% |
$645K - $663K
|
81.4K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
26.9K+ 40.52% |
$611K - $628K
|
93.3K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
24.8K+ 1.88% |
$563K - $579K
|
1.34M
$31.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.9K+ 33.61% |
$543K - $558K
|
95.1K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22.5K+ 9.66% |
$511K - $525K
|
255K
$5.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19K+ 2194.0% |
$431K - $443K
|
19.9K
$462K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.2K+ 44.71% |
$413K - $424K
|
58.8K
$1.37M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 1029.57% |
$383K - $394K
|
18.5K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.6K+ 19.08% |
$354K - $363K
|
97.2K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 3.12% |
$311K - $319K
|
453K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.45% |
$307K - $315K
|
132K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 63.62% |
$282K - $290K
|
31.9K
$743K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10.8K+ 9.83% |
$246K - $253K
|
121K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.7K+ 5.94% |
$243K - $250K
|
191K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
10.5KNew |
$238K - $244K
|
10.5K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 4.48% |
$231K - $237K
|
237K
$5.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.75KNew |
$199K - $204K
|
8.75K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 10.41% |
$193K - $198K
|
90K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.13K+ 18.92% |
$185K - $190K
|
51.1K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.97K+ 17.9% |
$181K - $186K
|
52.5K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.82K+ 7.97% |
$155K - $159K
|
92.5K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.7K+ 8.57% |
$152K - $156K
|
84.8K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.68K+ 4.38% |
$152K - $156K
|
159K
$3.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.65K+ 3.41% |
$151K - $155K
|
201K
$4.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.6K+ 20.11% |
$150K - $154K
|
39.4K
$917K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.45K+ 19.32% |
$146K - $150K
|
39.8K
$927K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.25K+ 1.66% |
$142K - $146K
|
383K
$8.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.2K+ 6.67% |
$141K - $145K
|
99.1K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.52K+ 52.16% |
$125K - $129K
|
16.1K
$374K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.81K+ 4.99% |
$109K - $112K
|
101K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.5K+ 14.16% |
$102K - $105K
|
36.3K
$844K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$102K - $105K
|
179K
$4.17M
|