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 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.5K
|
1K
$23.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
253KNew |
$5.86M - $5.96M
|
253K
$5.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.94K+ 44.41% |
$114K - $116K
|
16.1K
$378K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.3K+ 6.24% |
$238K - $242K
|
175K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.18% |
$231 - $235
|
855
$20.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.7K- 31.15% |
$432K - $440K
|
41.3K
$972K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
49.4K+ 25.64% |
$1.14M - $1.16M
|
242K
$5.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-9.25K- 22.63% |
$214K - $218K
|
31.6K
$744K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.1K+ 8.08% |
$164K - $167K
|
95K
$2.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
14.4K+ 27.49% |
$334K - $340K
|
66.9K
$1.57M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
46.2K+ 38.13% |
$1.07M - $1.09M
|
167K
$3.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
99.2K+ 23.77% |
$2.29M - $2.33M
|
516K
$12.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-229K- 15.04% |
$5.3M - $5.39M
|
1.29M
$30.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
17.7K+ 7.26% |
$409K - $416K
|
261K
$6.14M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 85.72% |
$671K - $683K
|
4.83K
$114K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.2K+ 5.52% |
$50.9K - $51.8K
|
42K
$990K
|
|
| Q2 2025 | |||||||
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-110K- 90.28% |
$2.49M - $2.56M
|
11.8K
$278K
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
36.8KNew |
$836K - $859K
|
36.8K
$867K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 17.0% |
$229K - $235K
|
69.3K
$1.63M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44K+ 24.4% |
$55.3K - $56.9K
|
12.4K
$292K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.18KNew |
$208K - $214K
|
9.18K
$216K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
429K+ 10.51% |
$9.74M - $10M
|
4.51M
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
81.3K+ 41.49% |
$1.84M - $1.9M
|
277K
$6.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-869K- 38.21% |
$19.7M - $20.3M
|
1.41M
$33.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 46.81% |
$272K - $280K
|
13.6K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.7K+ 15.82% |
$788K - $810K
|
254K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.1KNew |
$593K - $610K
|
26.1K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.21K+ 7.77% |
$209K - $215K
|
128K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.3K+ 18.11% |
$97.6K - $100K
|
28.1K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 5.93% |
$54.8K - $56.3K
|
38.3K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 5.98% |
$2.37M - $2.44M
|
1.85M
$43.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
207KNew |
$4.7M - $4.83M
|
207K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
215K+ 93.07% |
$4.88M - $5.02M
|
446K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
170KNew |
$3.86M - $3.97M
|
170K
$4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.1K- 40.7% |
$251K - $258K
|
16.1K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46.8K- 3.96% |
$1.06M - $1.09M
|
1.13M
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.11K+ 12.61% |
$47.8K - $49.2K
|
18.8K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
94.4K+ 5.04% |
$2.14M - $2.2M
|
1.97M
$46.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.54K+ 6.77% |
$35K - $35.9K
|
24.3K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-3.46K- 1.92% |
$78.5K - $80.7K
|
176K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
395KNew |
$8.97M - $9.22M
|
395K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-49.9K- 73.56% |
$1.13M - $1.16M
|
17.9K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.27K+ 30.68% |
$74.1K - $76.2K
|
13.9K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
15.7K+ 3.16% |
$356K - $366K
|
512K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
5.42K+ 4.23% |
$123K - $126K
|
133K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-327K- 11.26% |
$7.41M - $7.62M
|
2.57M
$60.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.2K+ 19.68% |
$2M - $2.06M
|
537K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.26K+ 53.37% |
$51.3K - $52.8K
|
6.5K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
241+ 0.06% |
$5.47K - $5.62K
|
403K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
216+ 1.3% |
$4.9K - $5.04K
|
16.8K
$395K
|
|