Purchases and Sales Made in Q3 2023 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)

IBDU Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
9.19K
New
$201K - $208K
9.19K $211K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
8.72K
+ 9.71%
$190K - $197K
98.6K $2.26M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
7.68K
+ 58.93%
$168K - $174K
20.7K $475K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
6.73K
+ 4.37%
$147K - $152K
161K $3.68M
Oct 20, 2023 Q3 2023
Fulton Breakefield Broenniman LLC

BUY
 -
5.91K
+ 44.87%
$129K - $134K
19.1K $437K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5.79K
+ 7.69%
$126K - $131K
81.1K $1.86M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
5.73K
+ 57.25%
$125K - $129K
15.7K $361K
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
5.4K
+ 11.2%
$118K - $122K
53.6K $1.23M
Nov 01, 2023 Q3 2023
Autumn Glory Partners, LLC

BUY
 -
5.16K
+ 45.57%
$113K - $117K
16.5K $378K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
4.65K
+ 6.75%
$101K - $105K
73.5K $1.69M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
3.83K
+ 109.34%
$83.5K - $86.6K
7.33K $168K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
3.68K
+ 331.08%
$80.2K - $83.1K
4.79K $110K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
2.95K
+ 39.88%
$64.4K - $66.8K
10.4K $237K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
2.78K
New
$60.6K - $62.8K
2.78K $63.7K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
2.54K
+ 15.23%
$55.3K - $57.3K
19.2K $440K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
2.42K
+ 1.53%
$52.9K - $54.8K
160K $3.68M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.23K
+ 401.99%
$48.6K - $50.4K
2.78K $63.8K
Aug 28, 2024 Q3 2023
Farmers National Bank

Danville, KY
BUY
 -
2.09K
+ 6.57%
$45.6K - $47.3K
33.9K $778K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.6K
New
$34.9K - $36.2K
1.6K $36.7K
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
1.53K
+ 1.21%
$33.3K - $34.5K
128K $2.93M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.51K
+ 9.49%
$33K - $34.2K
17.5K $400K
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.33K
+ 6.02%
$29K - $30.1K
23.4K $537K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.12K
New
$24.4K - $25.3K
1.12K $25.7K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
976
+ 6.59%
$21.3K - $22.1K
15.8K $362K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
907
+ 111.43%
$19.8K - $20.5K
1.72K $39.5K
Oct 11, 2023 Q3 2023
Platte River Wealth Advisors, LLC

BUY
 -
735
+ 0.28%
$16K - $16.6K
261K $5.99M
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
679
New
$14.8K - $15.4K
679 $15.6K
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
500
+ 10.64%
$10.9K - $11.3K
5.2K $119K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
310
New
$6.77K - $7.01K
310 $7.11K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
173
New
$3.78K - $3.91K
173 $3.97K
Oct 31, 2023 Q3 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
137
+ 1.12%
$2.99K - $3.1K
12.3K $283K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
46
+ 1.11%
$1K - $1.04K
4.18K $95.9K
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-83
- 1.73%
$1.81K - $1.88K
4.73K $108K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-294
- 10.03%
$6.42K - $6.65K
2.64K $60.5K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-302
- 1.13%
$6.59K - $6.83K
26.5K $607K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-332
- 1.02%
$7.25K - $7.51K
32.3K $740K
Oct 10, 2023 Q3 2023
Matthew Goff Investment Advisor, LLC

SELL
 -
-728
- 0.35%
$15.9K - $16.5K
205K $4.71M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-776
- 1.21%
$16.9K - $17.6K
63.2K $1.45M
Oct 30, 2023 Q3 2023
Meitav Dash Investments LTD

SELL
 -
-778
- 4.4%
$17K - $17.6K
16.9K $388K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

SELL
 -
-2.32K
- 0.26%
$50.5K - $52.4K
897K $20.6M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-2.33K
- 27.65%
$50.9K - $52.7K
6.1K $140K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-4.34K
- 12.94%
$94.8K - $98.3K
29.2K $670K
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
SELL
 -
-5.42K
- 12.32%
$118K - $122K
38.6K $884K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-5.78K
- 27.27%
$126K - $131K
15.4K $354K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-6.2K
- 3.53%
$135K - $140K
169K $3.89M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-19.5K
- 47.49%
$425K - $440K
21.5K $494K

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