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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
23.9K+ 42.87% |
$538K - $564K
|
79.7K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.2K - $28.5K
|
1.21K
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$274K - $287K
|
12.2K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 7.95% |
$453K - $474K
|
273K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.23K- 15.53% |
$140K - $147K
|
33.9K
$777K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 435.49% |
$175K - $183K
|
9.54K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
91+ 0.15% |
$2.05K - $2.14K
|
61.2K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
486New |
$10.9K - $11.5K
|
486
$11.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18.7K+ 14.89% |
$421K - $441K
|
144K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
402+ 670.0% |
$9.05K - $9.48K
|
462
$10.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.25K+ 21.99% |
$50.7K - $53.1K
|
12.5K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 16778.2% |
$5.42M - $5.68M
|
242K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
26.6KNew |
$599K - $627K
|
26.6K
$609K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.38K- 10.96% |
$31.2K - $32.6K
|
11.2K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
507+ 3.73% |
$11.4K - $11.9K
|
14.1K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 12.04% |
$2.51M - $2.62M
|
1.04M
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
38.2K+ 49.45% |
$861K - $902K
|
116K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.2KNew |
$297K - $311K
|
13.2K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.84KNew |
$131K - $138K
|
5.84K
$134K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
15.8K+ 3.46% |
$356K - $373K
|
473K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.88K+ 4.47% |
$155K - $162K
|
161K
$3.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.4K+ 5.76% |
$166K - $174K
|
136K
$3.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 10.07% |
$4.27M - $4.47M
|
2.07M
$47.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
620+ 4.54% |
$14K - $14.6K
|
14.3K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-77- 0.25% |
$1.73K - $1.81K
|
30.9K
$707K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
37.4K+ 116.06% |
$841K - $880K
|
69.5K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.11K+ 2.09% |
$138K - $144K
|
298K
$6.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17.6K+ 34.04% |
$396K - $415K
|
69.3K
$1.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.7KNew |
$600K - $629K
|
26.7K
$611K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
31.3K+ 16.08% |
$704K - $737K
|
226K
$5.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
875K+ 38.03% |
$19.7M - $20.6M
|
3.18M
$72.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
21.5KNew |
$485K - $507K
|
21.5K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
500New |
$11.3K - $11.8K
|
500
$11.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
603KNew |
$13.6M - $14.2M
|
603K
$13.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
645New |
$14.5K - $15.2K
|
645
$14.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
25.2K+ 4.69% |
$567K - $593K
|
562K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 1.68% |
$1.69K - $1.77K
|
4.38K
$100K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
450+ 4.12% |
$10.1K - $10.6K
|
11.4K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.2KNew |
$409K - $429K
|
18.2K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
425New |
$9.57K - $10K
|
425
$9.74K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31.3K+ 19.89% |
$704K - $737K
|
188K
$4.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128KNew |
$2.88M - $3.02M
|
128K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
79.6KNew |
$1.79M - $1.88M
|
79.6K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
25.8K+ 2.18% |
$581K - $608K
|
1.21M
$27.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.79K+ 1.49% |
$198K - $207K
|
598K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
22K+ 70.2% |
$495K - $518K
|
53.3K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
247KNew |
$5.55M - $5.81M
|
247K
$5.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.6K+ 90.9% |
$373K - $391K
|
34.8K
$798K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.38MNew |
$31.1M - $32.6M
|
1.38M
$31.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
187KNew |
$4.21M - $4.41M
|
187K
$4.28M
|