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, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1.35K+ 10.27% |
$30.5K - $31.9K
|
14.5K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-15.3K- 4.98% |
$345K - $361K
|
292K
$6.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9K+ 60.76% |
$246K - $258K
|
28.9K
$662K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.67KNew |
$195K - $204K
|
8.67K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21K+ 6.98% |
$472K - $495K
|
322K
$7.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 15.86% |
$41.2K - $43.1K
|
13.4K
$306K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
371+ 2.05% |
$8.35K - $8.74K
|
18.5K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12.7KNew |
$285K - $298K
|
12.7K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.8K+ 9.78% |
$198K - $207K
|
98.8K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.89K+ 8.62% |
$42.5K - $44.5K
|
23.8K
$545K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
186K+ 5.36% |
$4.19M - $4.38M
|
3.65M
$83.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-156K- 18.86% |
$3.52M - $3.69M
|
672K
$15.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 0.89% |
$2.25K - $2.36K
|
11.3K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 6842.86% |
$53.9K - $56.5K
|
2.43K
$55.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20K+ 62.37% |
$450K - $471K
|
52K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.2K- 23.63% |
$409K - $428K
|
58.7K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
13.4K+ 6.21% |
$302K - $316K
|
229K
$5.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.5KNew |
$258K - $270K
|
11.5K
$262K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
214K+ 145.65% |
$4.83M - $5.05M
|
362K
$8.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
12.3K+ 16.09% |
$276K - $289K
|
88.5K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
24.7KNew |
$556K - $583K
|
24.7K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.3K+ 1.47% |
$51.8K - $54.3K
|
159K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109K+ 57.97% |
$2.46M - $2.58M
|
298K
$6.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
56.8K+ 157.73% |
$1.28M - $1.34M
|
92.9K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.77KNew |
$220K - $230K
|
9.77K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
296KNew |
$6.65M - $6.97M
|
296K
$6.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
7.74K+ 354.28% |
$174K - $182K
|
9.93K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
57.7K+ 23.26% |
$1.3M - $1.36M
|
306K
$7.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.74K+ 17.29% |
$39.2K - $41K
|
11.8K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.9K+ 172.48% |
$1.24M - $1.29M
|
86.7K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
424+ 1.13% |
$9.54K - $9.99K
|
37.9K
$867K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 13.73% |
$134K - $141K
|
49.4K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.52K+ 8.02% |
$102K - $107K
|
60.8K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
22K+ 5.88% |
$495K - $519K
|
396K
$9.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42.2K+ 35.87% |
$949K - $994K
|
160K
$3.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.53K+ 11.61% |
$56.9K - $59.6K
|
24.3K
$557K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
857+ 15.17% |
$19.3K - $20.2K
|
6.51K
$149K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
199K+ 19.03% |
$4.47M - $4.68M
|
1.24M
$28.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-9K- 50.42% |
$203K - $212K
|
8.85K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
875New |
$19.7K - $20.6K
|
875
$20K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.75K+ 20.75% |
$152K - $159K
|
39.2K
$899K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-15- 0.04% |
$338 - $354
|
34.5K
$791K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.26K+ 4.33% |
$50.9K - $53.3K
|
54.5K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.8K+ 9.17% |
$1.68M - $1.76M
|
890K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45K+ 21.4% |
$1.01M - $1.06M
|
255K
$5.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252K+ 24.42% |
$5.67M - $5.94M
|
1.28M
$29.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.17K+ 5.77% |
$161K - $169K
|
131K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
218KNew |
$4.91M - $5.14M
|
218K
$5M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.03% |
$990 - $1.04K
|
142K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.61K- 0.56% |
$36.2K - $37.9K
|
286K
$6.56M
|