Latest Institutional Transactions on Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Ter (IBDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.5K+ 14.16% |
$102K - $105K
|
36.3K
$844K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.81K+ 4.99% |
$109K - $112K
|
101K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
671+ 3.56% |
$15.2K - $15.7K
|
19.5K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.6K+ 24.22% |
$696K - $715K
|
157K
$3.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.26K+ 9.59% |
$96.7K - $99.4K
|
48.7K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.42K+ 3.05% |
$77.5K - $79.7K
|
115K
$2.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.6K+ 19.08% |
$354K - $363K
|
97.2K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.9K- 0.43% |
$65.7K - $67.5K
|
672K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-18.4K- 9.56% |
$417K - $428K
|
174K
$4.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
180+ 0.44% |
$4.09K - $4.2K
|
41.5K
$965K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82.4K+ 8.41% |
$1.87M - $1.92M
|
1.06M
$24.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
40.8K+ 166.62% |
$926K - $952K
|
65.3K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
210K+ 4.93% |
$4.76M - $4.89M
|
4.46M
$104M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
24.8K+ 1.88% |
$563K - $579K
|
1.34M
$31.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100K+ 5.96% |
$2.27M - $2.33M
|
1.78M
$41.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
102KNew |
$2.32M - $2.39M
|
102K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.3K+ 0.49% |
$29.4K - $30.3K
|
266K
$6.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.2K+ 44.71% |
$413K - $424K
|
58.8K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
26.9K+ 40.52% |
$611K - $628K
|
93.3K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
23.9K+ 33.61% |
$543K - $558K
|
95.1K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.5K+ 11.45% |
$307K - $315K
|
132K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.96K+ 65.27% |
$44.4K - $45.7K
|
4.96K
$115K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$704 - $723
|
31
$721
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
28.4K+ 53.56% |
$645K - $663K
|
81.4K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-520- 0.7% |
$11.8K - $12.1K
|
74.1K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.82K+ 7.97% |
$155K - $159K
|
92.5K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
165KNew |
$3.74M - $3.84M
|
165K
$3.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.7K+ 8.57% |
$152K - $156K
|
84.8K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-225- 1.39% |
$5.11K - $5.25K
|
16K
$373K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.67K- 11.96% |
$106K - $109K
|
34.4K
$800K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.75KNew |
$199K - $204K
|
8.75K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.48K+ 10.41% |
$193K - $198K
|
90K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.69K- 6.12% |
$106K - $109K
|
72K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.63K- 4.83% |
$59.7K - $61.4K
|
51.8K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$949K - $976K
|
41.8K
$973K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
164K+ 12.07% |
$3.72M - $3.83M
|
1.52M
$35.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 3.12% |
$311K - $319K
|
453K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.24MNew |
$73.5M - $75.6M
|
3.24M
$75.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.33KNew |
$98.2K - $101K
|
4.33K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.3KNew |
$29.4K - $30.3K
|
1.3K
$30.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 5.77% |
$22.7K - $23.3K
|
16.3K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.77K+ 0.97% |
$40.1K - $41.2K
|
185K
$4.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73.8K+ 8.8% |
$1.68M - $1.72M
|
912K
$21.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.88K- 12.07% |
$42.6K - $43.7K
|
13.7K
$318K
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$102K - $105K
|
179K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.25K+ 1.66% |
$142K - $146K
|
383K
$8.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19K+ 2194.0% |
$431K - $443K
|
19.9K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.19K- 1.52% |
$72.4K - $74.4K
|
206K
$4.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70.9K+ 8.53% |
$1.61M - $1.65M
|
902K
$21M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 63.62% |
$282K - $290K
|
31.9K
$743K
|