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 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.6K+ 24.22% |
$696K - $715K
|
157K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
29K+ 94.27% |
$657K - $676K
|
59.7K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
28.4K+ 186.4% |
$646K - $664K
|
43.7K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
28.4K+ 53.56% |
$645K - $663K
|
81.4K
$1.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
28.2KNew |
$641K - $659K
|
28.2K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
26.9K+ 40.52% |
$611K - $628K
|
93.3K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.1KNew |
$593K - $610K
|
26.1K
$615K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
24.8K+ 1.88% |
$563K - $579K
|
1.34M
$31.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.9K+ 33.61% |
$543K - $558K
|
95.1K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23.6KNew |
$537K - $552K
|
23.6K
$557K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22.5K+ 9.66% |
$511K - $525K
|
255K
$6.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
22.3K+ 94.08% |
$505K - $519K
|
45.9K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1K+ 18.65% |
$501K - $515K
|
140K
$3.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21K+ 156.03% |
$477K - $491K
|
34.5K
$812K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19K+ 5.49% |
$432K - $444K
|
366K
$8.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19K+ 2194.0% |
$431K - $443K
|
19.9K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
18.7KNew |
$425K - $437K
|
18.7K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.2K+ 44.71% |
$413K - $424K
|
58.8K
$1.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
17.1K+ 27.69% |
$388K - $399K
|
78.9K
$1.86M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 1029.57% |
$383K - $394K
|
18.5K
$436K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16KNew |
$363K - $373K
|
16K
$376K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.8K+ 78.87% |
$359K - $369K
|
35.9K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
15.7K+ 3.16% |
$356K - $366K
|
512K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15.6KNew |
$354K - $364K
|
15.6K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.6K+ 19.08% |
$354K - $363K
|
97.2K
$2.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5K+ 36.96% |
$352K - $362K
|
57.5K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$344K - $353K
|
15.2K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.8K+ 3.78% |
$337K - $346K
|
407K
$9.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
14K+ 1.05% |
$317K - $326K
|
1.35M
$31.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 3.12% |
$311K - $319K
|
453K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.45% |
$307K - $315K
|
132K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.8K+ 5.26% |
$291K - $300K
|
257K
$6.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
12.6KNew |
$286K - $294K
|
12.6K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 63.62% |
$282K - $290K
|
31.9K
$752K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.3KNew |
$280K - $288K
|
12.3K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
12.3K+ 8.56% |
$280K - $288K
|
156K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.7K+ 2.95% |
$266K - $273K
|
409K
$9.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
11.6K+ 5.85% |
$263K - $270K
|
210K
$4.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.5K+ 43.08% |
$262K - $269K
|
38.3K
$902K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.1KNew |
$252K - $259K
|
11.1K
$261K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10.8K+ 9.83% |
$246K - $253K
|
121K
$2.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.7K+ 5.94% |
$243K - $250K
|
191K
$4.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.5KNew |
$239K - $246K
|
10.5K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
10.5KNew |
$238K - $244K
|
10.5K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 4.48% |
$231K - $237K
|
237K
$5.57M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 17.0% |
$229K - $235K
|
69.3K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.61K+ 1.38% |
$218K - $224K
|
707K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.21K+ 7.77% |
$209K - $215K
|
128K
$3.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.18KNew |
$208K - $214K
|
9.18K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.75KNew |
$199K - $204K
|
8.75K
$206K
|