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 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.65K+ 2.51% |
$60.2K - $61.9K
|
108K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.62KNew |
$59.5K - $61.1K
|
2.62K
$61.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 44.91% |
$56.9K - $58.5K
|
8.09K
$190K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44K+ 24.4% |
$55.3K - $56.9K
|
12.4K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.4K+ 0.71% |
$54.5K - $56K
|
341K
$8.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.4K+ 1.89% |
$54.5K - $56K
|
129K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.26K+ 53.37% |
$51.3K - $52.8K
|
6.5K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.11K+ 12.61% |
$47.8K - $49.2K
|
18.8K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.96K+ 65.27% |
$44.4K - $45.7K
|
4.96K
$117K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.94K+ 2.66% |
$44K - $45.2K
|
74.6K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.77K+ 0.97% |
$40.1K - $41.2K
|
185K
$4.35M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.72KNew |
$39K - $40.1K
|
1.72K
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.54K+ 6.77% |
$35K - $35.9K
|
24.3K
$572K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.45K+ 9.64% |
$32.9K - $33.8K
|
16.5K
$388K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.33K+ 12.59% |
$30.3K - $31.1K
|
11.9K
$281K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.3K+ 4.81% |
$29.6K - $30.4K
|
28.4K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.3KNew |
$29.4K - $30.3K
|
1.3K
$30.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.3K+ 0.49% |
$29.4K - $30.3K
|
266K
$6.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.13K+ 2.81% |
$25.6K - $26.3K
|
41.2K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09KNew |
$24.8K - $25.5K
|
1.09K
$25.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02K+ 31.97% |
$23.1K - $23.7K
|
4.2K
$98.9K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.01K+ 116.24% |
$22.9K - $23.5K
|
1.88K
$44.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
952+ 0.47% |
$21.6K - $22.2K
|
203K
$4.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
883New |
$20K - $20.6K
|
883
$20.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
837New |
$19K - $19.5K
|
837
$19.7K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
820+ 6.62% |
$18.6K - $19.1K
|
13.2K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
775+ 5.43% |
$17.6K - $18.1K
|
15.1K
$354K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
682New |
$15.5K - $15.9K
|
682
$16.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
671+ 3.56% |
$15.2K - $15.7K
|
19.5K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
542+ 2.9% |
$12.3K - $12.6K
|
19.3K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
478+ 4.22% |
$10.9K - $11.2K
|
11.8K
$278K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
400+ 45.71% |
$9.08K - $9.33K
|
1.28K
$30K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
386New |
$8.76K - $9.01K
|
386
$9.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
361+ 1.1% |
$8.19K - $8.42K
|
33.1K
$779K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
331+ 0.33% |
$7.51K - $7.72K
|
99.4K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
321+ 0.8% |
$7.29K - $7.49K
|
40.6K
$955K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
306+ 0.1% |
$6.95K - $7.14K
|
301K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
241+ 0.06% |
$5.47K - $5.62K
|
403K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
216+ 1.3% |
$4.9K - $5.04K
|
16.8K
$395K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
211+ 44.8% |
$4.79K - $4.92K
|
682
$16.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
192+ 14.67% |
$4.36K - $4.48K
|
1.5K
$35.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
184+ 0.29% |
$4.18K - $4.29K
|
64.4K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
180+ 0.44% |
$4.09K - $4.2K
|
41.5K
$977K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
151New |
$3.43K - $3.52K
|
151
$3.55K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
121+ 0.59% |
$2.75K - $2.82K
|
20.7K
$488K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
91+ 0.9% |
$2.07K - $2.12K
|
10.1K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
46+ 0.18% |
$1.04K - $1.07K
|
25.7K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 0.76% |
$976 - $1K
|
5.69K
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$704 - $723
|
31
$730
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.24% |
$545 - $560
|
1.95K
$46K
|