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 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.1K- 1.03% |
$47.4K - $48.5K
|
202K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
51K+ 3.98% |
$1.15M - $1.18M
|
1.33M
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57K+ 4.09% |
$1.29M - $1.32M
|
1.45M
$33.7M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
55.6KNew |
$1.26M - $1.29M
|
55.6K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.2K+ 133.99% |
$344K - $352K
|
26.6K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.6K+ 2.19% |
$36.2K - $37K
|
74.8K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
119K+ 43.46% |
$2.69M - $2.75M
|
392K
$9.11M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.6K+ 145.71% |
$421K - $431K
|
31.4K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 4.48% |
$988K - $1.01M
|
1.02M
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.64% |
$67.8 - $69.4
|
471
$10.9K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
22.8K+ 192.39% |
$515K - $527K
|
34.6K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.69% |
$67.8 - $69.4
|
435
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.06K+ 16.59% |
$160K - $163K
|
49.6K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-64.9K- 24.12% |
$1.47M - $1.5M
|
204K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-420- 0.1% |
$9.5K - $9.72K
|
402K
$9.34M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.04KNew |
$46.1K - $47.2K
|
2.04K
$47.4K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
18.9K+ 2.33% |
$427K - $437K
|
831K
$19.3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$340K - $348K
|
15K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100K+ 13.99% |
$2.27M - $2.32M
|
817K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.96K+ 2.79% |
$89.4K - $91.5K
|
146K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
109+ 0.48% |
$2.46K - $2.52K
|
22.8K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
44.4KNew |
$1M - $1.03M
|
44.4K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
104K+ 53.75% |
$2.34M - $2.4M
|
296K
$6.88M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.74K+ 64.05% |
$84.5K - $86.5K
|
9.57K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.59MNew |
$81.2M - $83.1M
|
3.59M
$83.4M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.1K+ 5.84% |
$432K - $443K
|
347K
$8.05M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
18.7K+ 156.12% |
$423K - $433K
|
30.7K
$713K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.35K+ 73.14% |
$30.4K - $31.1K
|
3.18K
$73.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.43K+ 0.66% |
$100K - $102K
|
675K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
144K+ 23.82% |
$3.25M - $3.33M
|
747K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.6KNew |
$239K - $245K
|
10.6K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.67K+ 1.72% |
$37.8K - $38.7K
|
99K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 0.79% |
$995 - $1.02K
|
5.58K
$130K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 25.36% |
$6.41M - $6.56M
|
1.4M
$32.6M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.51K- 3.13% |
$56.7K - $58.1K
|
77.8K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.54K- 4.97% |
$34.8K - $35.6K
|
29.4K
$682K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.98K- 8.03% |
$44.7K - $45.8K
|
22.7K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
55.1K+ 4.36% |
$1.25M - $1.28M
|
1.32M
$30.6M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 7.17% |
$48.1K - $49.2K
|
31.8K
$738K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.01K+ 1.9% |
$159K - $162K
|
377K
$8.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118KNew |
$2.68M - $2.74M
|
118K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-90.9K- 30.05% |
$2.05M - $2.1M
|
212K
$4.91M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
111KNew |
$2.51M - $2.57M
|
111K
$2.58M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.8KNew |
$1.6M - $1.64M
|
70.8K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.25K+ 2.11% |
$28.3K - $28.9K
|
60.5K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
95+ 0.08% |
$2.15K - $2.2K
|
119K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.68K+ 24.44% |
$174K - $178K
|
39.1K
$908K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.56K+ 0.41% |
$57.9K - $59.2K
|
623K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32K+ 16.12% |
$723K - $740K
|
230K
$5.35M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.8K+ 6.0% |
$267K - $274K
|
209K
$4.86M
|