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 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.8K+ 15.33% |
$380K - $389K
|
127K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.26KNew |
$96.3K - $98.5K
|
4.26K
$98.9K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 23.48% |
$90.6K - $92.8K
|
21.1K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
504+ 1.23% |
$11.4K - $11.7K
|
41.3K
$960K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43K+ 5.41% |
$973K - $996K
|
839K
$19.5M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.3K+ 24.87% |
$505K - $516K
|
112K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.11K+ 6.44% |
$25.1K - $25.7K
|
18.4K
$427K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
55.5K+ 39.78% |
$1.25M - $1.28M
|
195K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-857- 13.17% |
$19.4K - $19.8K
|
5.65K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
430+ 2.54% |
$9.72K - $9.95K
|
17.3K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$39.3K - $40.2K
|
1.74K
$40.3K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
28K+ 11.83% |
$632K - $647K
|
264K
$6.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.6K- 10.62% |
$557K - $570K
|
207K
$4.82M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
160KNew |
$3.62M - $3.7M
|
160K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.09K+ 13.04% |
$69.9K - $71.5K
|
26.8K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.47K- 3.84% |
$55.8K - $57.2K
|
61.8K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.4K+ 4.45% |
$122K - $125K
|
127K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-404- 0.62% |
$9.13K - $9.35K
|
64.9K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-570- 1.71% |
$12.9K - $13.2K
|
32.8K
$761K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.92KNew |
$202K - $206K
|
8.92K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-13.9K- 0.96% |
$315K - $322K
|
1.44M
$33.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
369K+ 9.5% |
$8.35M - $8.54M
|
4.25M
$98.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.96K+ 55.45% |
$157K - $161K
|
19.5K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 5.85% |
$3.06M - $3.13M
|
2.45M
$56.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.7K+ 25.63% |
$151K - $155K
|
32.8K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
50.5K+ 143.77% |
$1.14M - $1.17M
|
85.7K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 8.42% |
$57.4K - $58.8K
|
32.7K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
732New |
$16.6K - $16.9K
|
732
$17K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.5KNew |
$305K - $312K
|
13.5K
$313K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-13.6K- 8.65% |
$308K - $315K
|
144K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-17- 1.28% |
$384 - $393
|
1.31K
$30.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$52K - $53.2K
|
2.3K
$53.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 5.82% |
$25K - $25.6K
|
20.1K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-25.3K- 44.89% |
$572K - $585K
|
31K
$721K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
7.2K+ 41.64% |
$163K - $167K
|
24.5K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.28K+ 5.59% |
$51.4K - $52.6K
|
43K
$998K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
64.2K+ 47.95% |
$1.45M - $1.49M
|
198K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 11.67% |
$1.58K - $1.62K
|
530
$12.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-967- 1.74% |
$21.9K - $22.4K
|
54.5K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
865+ 11.49% |
$19.6K - $20K
|
8.39K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.4K+ 12.76% |
$507K - $519K
|
198K
$4.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
14.4K+ 37.36% |
$326K - $334K
|
53K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
24.7K+ 14.8% |
$559K - $572K
|
192K
$4.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
142K+ 9.24% |
$3.21M - $3.29M
|
1.68M
$39M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.6KNew |
$239K - $245K
|
10.6K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-24.2K- 51.64% |
$547K - $560K
|
22.7K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9.08KNew |
$205K - $210K
|
9.08K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.2K+ 27.23% |
$344K - $352K
|
71.2K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41K+ 84.55% |
$928K - $949K
|
89.5K
$2.08M
|