Purchases and Sales Made in Q3 2024 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 Q3 2024. 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, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.6KNew |
$216K - $226K
|
9.6K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.8K+ 9.78% |
$198K - $207K
|
98.8K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.79K+ 1.49% |
$198K - $207K
|
598K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.75K+ 42.27% |
$197K - $206K
|
29.5K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.67KNew |
$195K - $204K
|
8.67K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.05K+ 19.45% |
$181K - $190K
|
49.5K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.9K+ 2.98% |
$178K - $186K
|
273K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 435.49% |
$175K - $183K
|
9.54K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
7.74K+ 354.28% |
$174K - $182K
|
9.93K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
7.46K+ 77.03% |
$168K - $176K
|
17.1K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.4K+ 5.76% |
$166K - $174K
|
136K
$3.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.17K+ 5.77% |
$161K - $169K
|
131K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.11K+ 28.89% |
$160K - $168K
|
31.7K
$727K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.88K+ 4.47% |
$155K - $162K
|
161K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.75K+ 20.75% |
$152K - $159K
|
39.2K
$900K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.11K+ 2.09% |
$138K - $144K
|
298K
$6.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 13.73% |
$134K - $141K
|
49.4K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.84KNew |
$131K - $138K
|
5.84K
$134K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.52K+ 8.02% |
$102K - $107K
|
60.8K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.43K+ 3.2% |
$99.7K - $104K
|
143K
$3.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.35K+ 3.86% |
$97.9K - $102K
|
117K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.3KNew |
$96.8K - $101K
|
4.3K
$98.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.26K+ 247.53% |
$95.9K - $100K
|
5.98K
$137K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.06K+ 24.76% |
$91.4K - $95.7K
|
20.5K
$469K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.93K+ 10.25% |
$88.4K - $92.6K
|
42.3K
$969K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.21K+ 7.33% |
$72.3K - $75.7K
|
47K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.1K+ 1.32% |
$69.8K - $73K
|
237K
$5.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.53K+ 11.61% |
$56.9K - $59.6K
|
24.3K
$557K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.47K+ 19.55% |
$55.7K - $58.3K
|
15.1K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 6842.86% |
$53.9K - $56.5K
|
2.43K
$55.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 3.09% |
$53.9K - $56.4K
|
80K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.3K+ 1.47% |
$51.8K - $54.3K
|
159K
$3.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.26K+ 4.33% |
$50.9K - $53.3K
|
54.5K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.25K+ 21.99% |
$50.7K - $53.1K
|
12.5K
$286K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 5.82% |
$49.8K - $52.2K
|
40.2K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.02K+ 18.26% |
$45.4K - $47.6K
|
13.1K
$300K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 8.12% |
$43.9K - $46K
|
26K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 3.69% |
$42.7K - $44.7K
|
53.4K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.89K+ 8.62% |
$42.5K - $44.5K
|
23.8K
$545K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 15.86% |
$41.2K - $43.1K
|
13.4K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 13.93% |
$40.5K - $42.4K
|
14.7K
$337K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 0.94% |
$39.8K - $41.7K
|
189K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.74K+ 17.29% |
$39.2K - $41K
|
11.8K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.38K+ 7.67% |
$31K - $32.4K
|
19.3K
$443K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.35K+ 10.27% |
$30.5K - $31.9K
|
14.5K
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.35K+ 4.13% |
$30.4K - $31.8K
|
34K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.2K - $28.5K
|
1.21K
$27.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
949+ 5.13% |
$21.4K - $22.4K
|
19.4K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
875New |
$19.7K - $20.6K
|
875
$20.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
857+ 15.17% |
$19.3K - $20.2K
|
6.51K
$149K
|