Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7.33K- 17.34% |
$166K - $172K
|
34.9K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.25K- 9.32% |
$187K - $194K
|
80.3K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-9.83K- 12.58% |
$223K - $231K
|
68.3K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14K- 9.64% |
$318K - $328K
|
131K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-46.9K- 99.31% |
$1.07M - $1.1M
|
325
$7.43K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-172K- 17.75% |
$3.9M - $4.03M
|
795K
$18.2M
|