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 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 1.28% |
$227 - $233
|
790
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.2% |
$227 - $233
|
845
$19.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 1.15% |
$114 - $117
|
440
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 0.13% |
$341 - $350
|
11.1K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 0.04% |
$2.25K - $2.31K
|
230K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-135- 0.08% |
$3.06K - $3.15K
|
175K
$4.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-160- 0.02% |
$3.63K - $3.73K
|
1.02M
$24M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-165- 0.73% |
$3.75K - $3.85K
|
22.5K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-221- 0.75% |
$5.02K - $5.16K
|
29.2K
$687K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-225- 1.39% |
$5.11K - $5.25K
|
16K
$377K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-227- 0.46% |
$5.15K - $5.3K
|
49.6K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-336- 0.52% |
$7.63K - $7.84K
|
64.6K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-520- 0.7% |
$11.8K - $12.1K
|
74.1K
$1.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-626- 2.17% |
$14.2K - $14.6K
|
28.2K
$665K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-900- 5.22% |
$20.4K - $21K
|
16.3K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 5.77% |
$22.7K - $23.3K
|
16.3K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.34K- 7.21% |
$30.4K - $31.3K
|
17.2K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.43K- 2.01% |
$32.4K - $33.3K
|
69.4K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.54K- 36.12% |
$34.9K - $35.9K
|
2.72K
$64K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.7K- 16.04% |
$38.6K - $39.7K
|
8.9K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.88K- 12.07% |
$42.6K - $43.7K
|
13.7K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.25K- 4.45% |
$51K - $52.4K
|
48.2K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 5.93% |
$54.8K - $56.3K
|
38.3K
$902K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.63K- 4.83% |
$59.7K - $61.4K
|
51.8K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.77K- 3.56% |
$62.8K - $64.5K
|
75K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.9K- 0.43% |
$65.7K - $67.5K
|
672K
$15.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.19K- 1.52% |
$72.4K - $74.4K
|
206K
$4.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.26K- 1.68% |
$74K - $76.1K
|
191K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.46K- 1.92% |
$78.5K - $80.7K
|
176K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.88K- 5.17% |
$88.1K - $90.6K
|
71.2K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4K- 15.03% |
$90.7K - $93.3K
|
22.6K
$532K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.67K- 11.96% |
$106K - $109K
|
34.4K
$810K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.69K- 6.12% |
$106K - $109K
|
72K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.36K- 6.71% |
$122K - $125K
|
74.5K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.36K- 8.3% |
$122K - $125K
|
59.2K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-5.86K- 0.94% |
$133K - $137K
|
617K
$14.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.09K- 19.62% |
$138K - $142K
|
25K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-6.1K- 2.88% |
$138K - $142K
|
205K
$4.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-7.08K- 5.13% |
$161K - $165K
|
131K
$3.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.22K- 10.98% |
$164K - $169K
|
58.6K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-9.33K- 26.97% |
$212K - $218K
|
25.3K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-10.1K- 14.5% |
$230K - $236K
|
59.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 40.7% |
$251K - $258K
|
16.1K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 46.81% |
$272K - $280K
|
13.6K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-13K- 31.03% |
$296K - $304K
|
29K
$682K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14K- 2.42% |
$319K - $328K
|
565K
$13.3M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-18.4K- 9.56% |
$417K - $428K
|
174K
$4.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-18.9K- 9.24% |
$428K - $440K
|
185K
$4.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31.8K- 15.35% |
$723K - $743K
|
176K
$4.13M
|