Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
4.32KNew |
$92.6K - $99.8K
|
4.32K
$99.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.43K+ 123.41% |
$73.6K - $79.3K
|
6.21K
$143K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.27K+ 33.88% |
$70.2K - $75.7K
|
12.9K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.13K+ 18.51% |
$67.1K - $72.4K
|
20K
$463K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$66.6K - $71.8K
|
3.11K
$71.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.66KNew |
$57.1K - $61.5K
|
2.66K
$61.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 19.6% |
$48.3K - $52.1K
|
13.8K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.25K+ 56.25% |
$48.2K - $52K
|
6.25K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.22K+ 79.91% |
$47.6K - $51.3K
|
5K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.9K+ 7.07% |
$40.7K - $43.8K
|
28.7K
$663K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.9K+ 39.6% |
$40.6K - $43.8K
|
6.68K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.8K+ 4.64% |
$38.6K - $41.6K
|
40.6K
$938K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.73K+ 11.77% |
$37K - $39.9K
|
16.4K
$379K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.71K+ 1.37% |
$36.7K - $39.6K
|
127K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.68K+ 3.05% |
$36.1K - $38.9K
|
56.8K
$1.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.33K+ 8.45% |
$28.6K - $30.8K
|
17.1K
$395K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.2KNew |
$25.8K - $27.8K
|
1.2K
$27.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.09K+ 2.65% |
$23.4K - $25.2K
|
42.2K
$975K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$21.4K - $23.1K
|
1K
$23.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
909New |
$19.5K - $21K
|
909
$21K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
864+ 1.61% |
$18.5K - $20K
|
54.5K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
790New |
$16.9K - $18.3K
|
790
$18.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
742+ 4.5% |
$15.9K - $17.1K
|
17.2K
$398K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
450New |
$9.65K - $10.4K
|
450
$10.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 1.53% |
$1.37K - $1.48K
|
4.25K
$98.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.17% |
$643 - $693
|
17.5K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-150- 0.57% |
$3.22K - $3.47K
|
26.3K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-361- 3.49% |
$7.74K - $8.34K
|
9.99K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-752- 1.95% |
$16.1K - $17.4K
|
37.8K
$873K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.29K- 1.79% |
$49.2K - $53K
|
126K
$2.9M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-3.84K- 10.14% |
$82.4K - $88.8K
|
34.1K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.61K- 15.78% |
$98.9K - $107K
|
24.6K
$568K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.02K- 3.93% |
$108K - $116K
|
123K
$2.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-10.1K- 23.22% |
$217K - $234K
|
33.5K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 20.49% |
$277K - $299K
|
50.2K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-16.1K- 21.92% |
$345K - $372K
|
57.4K
$1.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.4K- 16.42% |
$566K - $610K
|
134K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.8K- 53.74% |
$575K - $619K
|
23.1K
$533K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-34.6K- 41.52% |
$742K - $799K
|
48.7K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-60.1K- 23.02% |
$1.29M - $1.39M
|
201K
$4.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-60.4K- 29.38% |
$1.29M - $1.39M
|
145K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65.5K- 4.15% |
$1.41M - $1.51M
|
1.51M
$34.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-457K- 33.28% |
$9.81M - $10.6M
|
917K
$21.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-474K- 18.39% |
$10.2M - $11M
|
2.1M
$48.6M
|