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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 30.07% |
$1.6M - $1.64M
|
306K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 4.29% |
$539K - $551K
|
580K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6KNew |
$241K - $246K
|
10.6K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.3M- 36.42% |
$29.5M - $30.2M
|
2.28M
$52.8M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.84K+ 0.95% |
$64.3K - $65.8K
|
301K
$6.98M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.1K+ 3.41% |
$47.4K - $48.5K
|
63.5K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.6K+ 9.41% |
$872K - $892K
|
448K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.36M- 50.08% |
$30.8M - $31.6M
|
1.36M
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.62K+ 4.18% |
$36.5K - $37.4K
|
40.3K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.78K+ 15.97% |
$131K - $134K
|
42K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.4K+ 13.33% |
$1.07M - $1.1M
|
403K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.6KNew |
$330K - $338K
|
14.6K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
11.7K+ 2.41% |
$264K - $271K
|
496K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.3K- 70.31% |
$1.14M - $1.16M
|
21.3K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
492+ 1.84% |
$11.1K - $11.4K
|
27.2K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 0.11% |
$4.52K - $4.63K
|
176K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$333K - $340K
|
14.7K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.34K+ 2.48% |
$98.2K - $100K
|
180K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.62K- 3.31% |
$36.6K - $37.4K
|
47.3K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
223K+ 14.63% |
$5.04M - $5.16M
|
1.75M
$40.6M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.3K+ 13.77% |
$504K - $516K
|
184K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
79.5K+ 5.54% |
$1.8M - $1.84M
|
1.51M
$35.2M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
9.67K+ 14.96% |
$219K - $224K
|
74.3K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
37.8K+ 97.38% |
$855K - $875K
|
76.7K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.35K+ 12.9% |
$53.2K - $54.5K
|
20.6K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.57K+ 57.97% |
$126K - $129K
|
15.2K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.36K+ 1.41% |
$98.5K - $101K
|
314K
$7.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.4K- 32.96% |
$31.7K - $32.5K
|
2.86K
$66.3K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.74K+ 38.27% |
$152K - $156K
|
24.3K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
262K+ 16.24% |
$5.91M - $6.05M
|
1.87M
$43.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-934K- 80.97% |
$21.1M - $21.6M
|
219K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-9K- 37.1% |
$204K - $208K
|
15.3K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
525K+ 12.49% |
$11.9M - $12.1M
|
4.73M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.3K+ 5.31% |
$278K - $285K
|
244K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
16K+ 204.49% |
$361K - $369K
|
23.8K
$551K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
763K+ 35.68% |
$17.2M - $17.6M
|
2.9M
$67.3M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-75.8K- 60.04% |
$1.71M - $1.75M
|
50.5K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 15.4% |
$261K - $267K
|
86.5K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-860K- 68.43% |
$19.4M - $19.9M
|
397K
$9.22M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
250+ 2.29% |
$5.65K - $5.79K
|
11.2K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 4378.92% |
$4.95M - $5.06M
|
224K
$5.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.5K+ 116.73% |
$352K - $360K
|
28.9K
$670K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
868New |
$19.6K - $20.1K
|
868
$20.2K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
163+ 0.17% |
$3.69K - $3.77K
|
96.4K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11.5K+ 81.81% |
$261K - $267K
|
25.7K
$596K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 4.59% |
$247K - $253K
|
249K
$5.78M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.56K+ 19.95% |
$216K - $221K
|
57.5K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
814KNew |
$18.4M - $18.8M
|
814K
$18.9M
|