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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.49K+ 4.67% |
$80.7K - $82.1K
|
78.1K
$1.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3K+ 60.51% |
$69.4K - $70.6K
|
7.96K
$187K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-520- 12.38% |
$12K - $12.2K
|
3.68K
$86.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
15.9K+ 3.9% |
$367K - $374K
|
423K
$9.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-277- 0.4% |
$6.41K - $6.52K
|
69.1K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
22.1K+ 25.01% |
$510K - $519K
|
110K
$2.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.23K+ 26.37% |
$97.7K - $99.5K
|
20.2K
$477K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5.7KNew |
$132K - $134K
|
5.7K
$134K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39.1K+ 108.76% |
$903K - $919K
|
75K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.25K+ 3.21% |
$75.2K - $76.5K
|
104K
$2.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 15.45% |
$266K - $271K
|
86K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
244+ 0.1% |
$5.64K - $5.74K
|
247K
$5.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.12K+ 9.19% |
$25.9K - $26.3K
|
13.3K
$313K
|
|
|
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
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.7KNew |
$247K - $251K
|
10.7K
$251K
|
|
|
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 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-404- 0.97% |
$9.34K - $9.51K
|
41.1K
$967K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
37.4K+ 2.78% |
$865K - $881K
|
1.38M
$32.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.55K- 46.25% |
$175K - $178K
|
8.78K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
101+ 0.91% |
$2.34K - $2.38K
|
11.2K
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-107K- 52.52% |
$2.46M - $2.51M
|
96.3K
$2.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
780New |
$18K - $18.4K
|
780
$18.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13.7K+ 35.73% |
$317K - $322K
|
52K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
43K+ 2.98% |
$994K - $1.01M
|
1.49M
$35M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
74.7K+ 9.41% |
$1.73M - $1.76M
|
869K
$20.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 12.15% |
$54.8K - $55.8K
|
21.9K
$515K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
22.4K+ 24.06% |
$519K - $528K
|
116K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.9K+ 8.58% |
$899K - $915K
|
492K
$11.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.11K+ 32.99% |
$141K - $144K
|
24.6K
$580K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
75.3K+ 5.59% |
$1.74M - $1.77M
|
1.42M
$33.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.92K+ 4.4% |
$137K - $139K
|
141K
$3.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 2.4% |
$23.6K - $24K
|
43.4K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.69K+ 7.12% |
$132K - $134K
|
85.7K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.63K+ 23.79% |
$200K - $203K
|
44.9K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.08K- 30.81% |
$117K - $119K
|
11.4K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.88KNew |
$229K - $233K
|
9.88K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
694New |
$16.1K - $16.3K
|
694
$16.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23K+ 5.63% |
$532K - $542K
|
432K
$10.2M
|
|
|
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
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.7K+ 36.81% |
$293K - $298K
|
47.1K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
564+ 5.39% |
$13K - $13.3K
|
11K
$260K
|
|
|
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
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.65K- 5.81% |
$131K - $133K
|
91.5K
$2.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
250K+ 7.73% |
$5.79M - $5.9M
|
3.49M
$82.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.29K+ 1.76% |
$122K - $125K
|
306K
$7.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.48K- 5.62% |
$34.1K - $34.7K
|
24.8K
$583K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
157+ 0.21% |
$3.63K - $3.7K
|
75.2K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 10.68% |
$2.52M - $2.56M
|
1.13M
$26.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
992+ 2.27% |
$22.9K - $23.4K
|
44.7K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
122K+ 32.44% |
$2.83M - $2.88M
|
500K
$11.8M
|