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 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
268K+ 12.7% |
$6.03M - $6.31M
|
2.38M
$54.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152K+ 202.1% |
$3.42M - $3.59M
|
227K
$5.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
20.3K+ 16.29% |
$457K - $479K
|
145K
$3.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.3K+ 18.54% |
$255K - $267K
|
72.3K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
7.46K+ 77.03% |
$168K - $176K
|
17.1K
$393K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 13.93% |
$40.5K - $42.4K
|
14.7K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.7K+ 16.01% |
$352K - $369K
|
113K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
71.3K+ 26.09% |
$1.6M - $1.68M
|
344K
$7.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
35.9K+ 15.12% |
$809K - $847K
|
273K
$6.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.21K+ 7.33% |
$72.3K - $75.7K
|
47K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
967KNew |
$21.8M - $22.8M
|
967K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
52.7K+ 340.42% |
$1.19M - $1.24M
|
68.1K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.1K+ 1.32% |
$69.8K - $73K
|
237K
$5.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.12% |
$203 - $212
|
815
$18.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.6K- 2.73% |
$36.1K - $37.8K
|
57.1K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
81+ 0.05% |
$1.82K - $1.91K
|
173K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
16K+ 50.2% |
$361K - $378K
|
48K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23.2K- 32.92% |
$522K - $547K
|
47.3K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
29.1K+ 70.66% |
$654K - $685K
|
70.2K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.35K+ 3.86% |
$97.9K - $102K
|
117K
$2.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 5.82% |
$49.8K - $52.2K
|
40.2K
$921K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
949+ 5.13% |
$21.4K - $22.4K
|
19.4K
$445K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.3KNew |
$96.8K - $101K
|
4.3K
$98.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.06K+ 24.76% |
$91.4K - $95.7K
|
20.5K
$469K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
179+ 1.19% |
$4.03K - $4.22K
|
15.2K
$347K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.93K+ 10.25% |
$88.4K - $92.6K
|
42.3K
$968K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2K- 19.03% |
$45K - $47.1K
|
8.51K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
22.7K+ 20.7% |
$511K - $535K
|
132K
$3.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.38K+ 7.67% |
$31K - $32.4K
|
19.3K
$442K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
22.3K+ 108.85% |
$501K - $525K
|
42.7K
$979K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15.8K+ 41.8% |
$356K - $372K
|
53.6K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.41K- 14.51% |
$54.2K - $56.8K
|
14.2K
$325K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 4.67% |
$234K - $245K
|
212K
$4.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.35K+ 4.13% |
$30.4K - $31.8K
|
34K
$780K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
82.9KNew |
$1.87M - $1.95M
|
82.9K
$1.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-12.8K- 14.05% |
$288K - $301K
|
78.1K
$1.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 0.94% |
$39.8K - $41.7K
|
189K
$4.34M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
816+ 0.99% |
$18.2K - $18.6K
|
83.3K
$1.91M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.8K+ 12.52% |
$40.1K - $41K
|
16.2K
$370K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 60.37% |
$382K - $391K
|
45.6K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.8KNew |
$442K - $452K
|
19.8K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
470K+ 1159.87% |
$10.5M - $10.7M
|
510K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.09KNew |
$68.8K - $70.3K
|
3.09K
$70.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.24K- 96.06% |
$27.7K - $28.3K
|
51
$1.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.3K+ 20.63% |
$721K - $736K
|
189K
$4.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.8K+ 105.71% |
$242K - $247K
|
21.1K
$483K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.56K+ 11.64% |
$57K - $58.2K
|
24.5K
$562K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.71K+ 67.05% |
$82.8K - $84.5K
|
9.25K
$212K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
14.9K+ 24.89% |
$332K - $339K
|
74.7K
$1.71M
|
|