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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.92K+ 4.4% |
$137K - $139K
|
141K
$3.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.71K+ 4.34% |
$132K - $134K
|
137K
$3.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.69K+ 7.12% |
$132K - $134K
|
85.7K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.29K+ 1.76% |
$122K - $125K
|
306K
$7.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.94K+ 44.41% |
$114K - $116K
|
16.1K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.84K+ 88.72% |
$88.7K - $90.3K
|
8.16K
$192K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.75K+ 56.82% |
$86.7K - $88.3K
|
10.4K
$244K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
3.75K+ 5.74% |
$86.6K - $88.2K
|
69K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 14.15% |
$77.4K - $78.7K
|
27K
$635K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.25K+ 3.21% |
$75.2K - $76.5K
|
104K
$2.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
2.88K+ 4.82% |
$66.5K - $67.7K
|
62.5K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.75K+ 1.04% |
$63.6K - $64.8K
|
268K
$6.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 12.15% |
$54.8K - $55.8K
|
21.9K
$515K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.2K+ 5.52% |
$50.9K - $51.8K
|
42K
$990K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2K+ 5.06% |
$46.2K - $47K
|
41.4K
$975K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.92K+ 8.14% |
$44.5K - $45.3K
|
25.5K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.3K+ 2.5% |
$30K - $30.5K
|
53.1K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.12K+ 9.19% |
$25.9K - $26.3K
|
13.3K
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.08K+ 1.0% |
$25K - $25.5K
|
109K
$2.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 2.4% |
$23.6K - $24K
|
43.4K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.5K
|
1K
$23.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
992+ 2.27% |
$22.9K - $23.4K
|
44.7K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
840+ 1.13% |
$19.4K - $19.8K
|
74.9K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
780New |
$18K - $18.4K
|
780
$18.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
740+ 1.15% |
$17.1K - $17.4K
|
65.3K
$1.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
717New |
$16.6K - $16.9K
|
717
$16.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
694New |
$16.1K - $16.3K
|
694
$16.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
637+ 2.66% |
$14.7K - $15K
|
24.6K
$578K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
564+ 5.39% |
$13K - $13.3K
|
11K
$260K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
244+ 0.1% |
$5.64K - $5.74K
|
247K
$5.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
183+ 14.11% |
$4.23K - $4.31K
|
1.48K
$34.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
162New |
$3.75K - $3.81K
|
162
$3.81K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
159+ 1.16% |
$3.68K - $3.74K
|
13.8K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
157+ 0.21% |
$3.63K - $3.7K
|
75.2K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
127+ 0.37% |
$2.94K - $2.99K
|
34.6K
$815K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
101+ 0.91% |
$2.34K - $2.38K
|
11.2K
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
95+ 0.94% |
$2.2K - $2.24K
|
10.2K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 1.18% |
$717 - $730
|
2.65K
$62.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.18% |
$231 - $235
|
855
$20.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.14% |
$208 - $212
|
799
$18.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 1.07% |
$370 - $377
|
1.49K
$35K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-404- 0.97% |
$9.34K - $9.51K
|
41.1K
$967K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-804- 5.36% |
$18.6K - $18.9K
|
14.2K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-875- 0.67% |
$20.2K - $20.6K
|
130K
$3.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-994- 3.0% |
$23K - $23.4K
|
32.1K
$755K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.48K- 5.62% |
$34.1K - $34.7K
|
24.8K
$583K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.49K- 12.36% |
$80.7K - $82.2K
|
24.7K
$583K
|