Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
826KNew |
$19.1M - $19.4M
|
826K
$19.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
253KNew |
$5.86M - $5.96M
|
253K
$5.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
250K+ 7.73% |
$5.79M - $5.9M
|
3.49M
$82.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
244K+ 132.19% |
$5.65M - $5.75M
|
429K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
203K+ 4.54% |
$4.69M - $4.77M
|
4.67M
$110M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
130K+ 14.25% |
$3.01M - $3.06M
|
1.04M
$24.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
122K+ 32.44% |
$2.83M - $2.88M
|
500K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
109K+ 861.65% |
$2.52M - $2.57M
|
122K
$2.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 10.68% |
$2.52M - $2.56M
|
1.13M
$26.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
99.2K+ 23.77% |
$2.29M - $2.33M
|
516K
$12.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87.8KNew |
$2.03M - $2.07M
|
87.8K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
84.5KNew |
$1.95M - $1.99M
|
84.5K
$1.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
75.3K+ 5.59% |
$1.74M - $1.77M
|
1.42M
$33.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
74.7K+ 9.41% |
$1.73M - $1.76M
|
869K
$20.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
67.4K+ 82.82% |
$1.56M - $1.59M
|
149K
$3.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
49.4K+ 25.64% |
$1.14M - $1.16M
|
242K
$5.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
46.2K+ 38.13% |
$1.07M - $1.09M
|
167K
$3.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
43.6K+ 37.91% |
$1.01M - $1.03M
|
159K
$3.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
43K+ 2.98% |
$994K - $1.01M
|
1.49M
$35M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 8.58% |
$899K - $915K
|
492K
$11.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
38.7KNew |
$895K - $911K
|
38.7K
$911K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
38.1K+ 4.22% |
$881K - $897K
|
940K
$22.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37.4K+ 2.78% |
$865K - $881K
|
1.38M
$32.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
36.1KNew |
$835K - $850K
|
36.1K
$850K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
24.4K+ 23.83% |
$564K - $574K
|
127K
$2.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23K+ 5.63% |
$532K - $542K
|
432K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
22.7KNew |
$526K - $535K
|
22.7K
$535K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
22.4K+ 24.06% |
$519K - $528K
|
116K
$2.72M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
17.7K+ 7.26% |
$409K - $416K
|
261K
$6.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.6K+ 13.69% |
$407K - $414K
|
146K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 18.19% |
$379K - $385K
|
106K
$2.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15.4KNew |
$357K - $363K
|
15.4K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.4K+ 9.67% |
$355K - $362K
|
174K
$4.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15.2K+ 8.46% |
$351K - $357K
|
194K
$4.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
14.4K+ 27.49% |
$334K - $340K
|
66.9K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 738.47% |
$333K - $339K
|
16.4K
$385K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.7K+ 35.73% |
$317K - $322K
|
52K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.7K+ 36.81% |
$293K - $298K
|
47.1K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
11.7K+ 11.78% |
$270K - $275K
|
111K
$2.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.5K+ 12.09% |
$266K - $270K
|
107K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.8K+ 2.67% |
$250K - $255K
|
416K
$9.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.6K+ 9.14% |
$244K - $249K
|
126K
$2.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.3K+ 6.24% |
$238K - $242K
|
175K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.88KNew |
$229K - $233K
|
9.88K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.72K+ 4.33% |
$202K - $205K
|
210K
$4.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.63K+ 23.79% |
$200K - $203K
|
44.9K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8K+ 3.38% |
$185K - $188K
|
245K
$5.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.1K+ 8.08% |
$164K - $167K
|
95K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.59K+ 379.84% |
$153K - $155K
|
8.33K
$196K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.11K+ 32.99% |
$141K - $144K
|
24.6K
$580K
|