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 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.65KNew |
$196K - $202K
|
8.65K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 10.41% |
$193K - $198K
|
90K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.34K+ 291.91% |
$189K - $195K
|
11.2K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.23K+ 2.76% |
$187K - $192K
|
306K
$7.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.14K+ 47.09% |
$185K - $190K
|
25.4K
$598K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.13K+ 18.92% |
$185K - $190K
|
51.1K
$1.2M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
8.02K+ 2.71% |
$182K - $187K
|
304K
$7.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.97K+ 54.57% |
$181K - $186K
|
22.6K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.97K+ 17.9% |
$181K - $186K
|
52.5K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.71K+ 13.41% |
$175K - $180K
|
65.2K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.07K+ 8.17% |
$160K - $165K
|
93.5K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7KNew |
$159K - $163K
|
7K
$165K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.82K+ 7.97% |
$155K - $159K
|
92.5K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.7K+ 8.57% |
$152K - $156K
|
84.8K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.68K+ 4.38% |
$152K - $156K
|
159K
$3.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.65K+ 3.41% |
$151K - $155K
|
201K
$4.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.6K+ 20.11% |
$150K - $154K
|
39.4K
$928K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.45K+ 19.32% |
$146K - $150K
|
39.8K
$938K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.38K+ 36.99% |
$145K - $149K
|
23.6K
$556K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.25K+ 1.66% |
$142K - $146K
|
383K
$9.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.2K+ 6.67% |
$141K - $145K
|
99.1K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.75K+ 18.28% |
$130K - $134K
|
37.2K
$875K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.52K+ 52.16% |
$125K - $129K
|
16.1K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.46K+ 0.38% |
$124K - $127K
|
1.44M
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.42K+ 4.23% |
$123K - $126K
|
133K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.21K+ 6.97% |
$118K - $122K
|
80K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.92K+ 32.45% |
$112K - $115K
|
20.1K
$473K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.81K+ 4.99% |
$109K - $112K
|
101K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.77K+ 2.59% |
$108K - $111K
|
189K
$4.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.75K+ 3.84% |
$108K - $111K
|
128K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
4.5K+ 6.05% |
$102K - $105K
|
78.8K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.5K+ 14.16% |
$102K - $105K
|
36.3K
$854K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$102K - $105K
|
179K
$4.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 7.29% |
$100K - $103K
|
64.9K
$1.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.39K+ 1.83% |
$99.5K - $102K
|
243K
$5.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
4.38K+ 12.82% |
$99.5K - $102K
|
38.6K
$908K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.33KNew |
$98.2K - $101K
|
4.33K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.3K+ 18.11% |
$97.6K - $100K
|
28.1K
$660K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.26K+ 9.59% |
$96.7K - $99.4K
|
48.7K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.12K+ 3.86% |
$93.5K - $96.1K
|
111K
$2.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.89K+ 1.24% |
$88.3K - $90.7K
|
317K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.8K+ 51.75% |
$86.2K - $88.6K
|
11.1K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
3.47K+ 2.64% |
$78.8K - $81K
|
135K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.42K+ 3.05% |
$77.5K - $79.7K
|
115K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.36K+ 0.83% |
$76.2K - $78.3K
|
406K
$9.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 3.9% |
$74.9K - $77K
|
87.9K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.27K+ 30.68% |
$74.1K - $76.2K
|
13.9K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.85K+ 1.96% |
$64.7K - $66.5K
|
149K
$3.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.8K+ 1.15% |
$63.7K - $65.4K
|
247K
$5.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.73K+ 5.51% |
$62K - $63.8K
|
52.3K
$1.23M
|