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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
48.9KNew |
$1.09M - $1.11M
|
48.9K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 3.37% |
$780 - $797
|
1.08K
$24.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
17.6KNew |
$393K - $401K
|
17.6K
$404K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.63K+ 1.68% |
$36.3K - $37.1K
|
98.4K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
22.5K+ 33.82% |
$501K - $512K
|
88.9K
$2.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$22.3K - $22.8K
|
1K
$22.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
16K+ 1761.17% |
$357K - $365K
|
16.9K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
14.2KNew |
$317K - $324K
|
14.2K
$326K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
800New |
$17.8K - $18.2K
|
800
$18.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 7.61% |
$59.4K - $60.7K
|
32.4K
$741K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
329New |
$7.33K - $7.49K
|
329
$7.54K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 6.09% |
$37.2K - $38K
|
29.1K
$667K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9KNew |
$383K - $391K
|
16.9K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.9KNew |
$291K - $298K
|
12.9K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
26.1K+ 2.85% |
$591K - $604K
|
943K
$21.6M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4K- 39.99% |
$90.3K - $92.3K
|
5.99K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.7K+ 131.39% |
$558K - $571K
|
43.5K
$996K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
3.5K+ 14.68% |
$79.1K - $80.9K
|
27.3K
$626K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 9.54% |
$33.9K - $34.7K
|
17.2K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1KNew |
$22.6K - $23.1K
|
1K
$22.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
2.18KNew |
$49.3K - $50.4K
|
2.18K
$50K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.9K+ 116.32% |
$246K - $252K
|
20.3K
$464K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.8K- 53.74% |
$575K - $619K
|
23.1K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.46KNew |
$117K - $126K
|
5.46K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.8KNew |
$2.03M - $2.19M
|
94.8K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10.6KNew |
$227K - $245K
|
10.6K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$21.4K - $23.1K
|
1K
$22.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.66KNew |
$57.1K - $61.5K
|
2.66K
$61K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.8K+ 4.64% |
$38.6K - $41.6K
|
40.6K
$931K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$214K - $231K
|
10K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
6.5K+ 58.51% |
$139K - $150K
|
17.6K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.11KNew |
$66.6K - $71.8K
|
3.11K
$71.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15.1K+ 64.47% |
$324K - $349K
|
38.5K
$882K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
742+ 4.5% |
$15.9K - $17.1K
|
17.2K
$395K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
136K+ 15.19% |
$2.92M - $3.15M
|
1.03M
$23.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
450New |
$9.65K - $10.4K
|
450
$10.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$238K - $257K
|
11.1K
$255K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
310New |
$6.77K - $7.01K
|
310
$7.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
679New |
$14.8K - $15.4K
|
679
$15.6K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
600New |
$13.4K - $13.8K
|
600
$13.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
45+ 0.41% |
$1K - $1.04K
|
10.9K
$250K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.5KNew |
$502K - $518K
|
22.5K
$515K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$13.4K - $13.8K
|
600
$13.7K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$413K - $434K
|
18.8K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14.6KNew |
$320K - $336K
|
14.6K
$333K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.9KNew |
$2.2M - $2.31M
|
99.9K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-264- 2.8% |
$5.81K - $6.1K
|
9.15K
$210K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-11.3K- 35.31% |
$249K - $262K
|
20.7K
$475K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$682 - $717
|
31
$710
|
|