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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.8K- 3.96% |
$1.06M - $1.09M
|
1.13M
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-49.9K- 73.56% |
$1.13M - $1.16M
|
17.9K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-50.1K- 1.4% |
$1.14M - $1.17M
|
3.54M
$83.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-54K- 64.84% |
$1.23M - $1.26M
|
29.3K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-78.2K- 9.61% |
$1.78M - $1.82M
|
735K
$17.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-81.2K- 73.22% |
$1.84M - $1.9M
|
29.7K
$699K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-93.4K- 60.9% |
$2.12M - $2.18M
|
60K
$1.41M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-110K- 90.28% |
$2.49M - $2.56M
|
11.8K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-327K- 11.26% |
$7.41M - $7.62M
|
2.57M
$60.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-869K- 38.21% |
$19.7M - $20.3M
|
1.41M
$33.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.95MClosed |
$67.1M - $68.9M
|
0
$0
|