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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
122+ 0.79% |
$2.76K - $2.82K
|
15.5K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 23.36% |
$349K - $358K
|
81.6K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.17K+ 11.63% |
$94.3K - $96.5K
|
40.1K
$930K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.57K+ 37.82% |
$148K - $152K
|
23.9K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.78% |
$136 - $139
|
780
$18.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20.9K+ 12.1% |
$473K - $484K
|
194K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.36K+ 45.1% |
$121K - $124K
|
17.2K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.89K+ 8.58% |
$133K - $136K
|
74.6K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.79K+ 2.52% |
$40.4K - $41.4K
|
72.7K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.94K+ 26.46% |
$89.1K - $91.2K
|
18.8K
$437K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.2K+ 7.65% |
$478K - $489K
|
298K
$6.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
31.5K+ 20.81% |
$712K - $729K
|
183K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.8K+ 11.92% |
$1.06M - $1.08M
|
439K
$10.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13K- 9.92% |
$294K - $301K
|
118K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
304+ 0.75% |
$6.87K - $7.03K
|
40.9K
$949K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.6K+ 4.53% |
$149K - $153K
|
152K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.81K+ 2.01% |
$109K - $111K
|
244K
$5.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 6.58% |
$501K - $513K
|
359K
$8.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
18.3K+ 38.1% |
$414K - $424K
|
66.4K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.07K+ 8.05% |
$137K - $141K
|
81.5K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
73.2K+ 11.72% |
$1.65M - $1.69M
|
698K
$16.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-344- 28.43% |
$7.78K - $7.96K
|
866
$20.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.75K+ 10.55% |
$220K - $226K
|
102K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$457K - $467K
|
175K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.3K+ 6.28% |
$504K - $516K
|
377K
$8.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
254K+ 9.39% |
$5.74M - $5.87M
|
2.95M
$68.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.59K+ 6.24% |
$104K - $106K
|
78.1K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
172K+ 21.3% |
$3.89M - $3.98M
|
980K
$22.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
131KNew |
$2.97M - $3.04M
|
131K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.58K+ 165.76% |
$103K - $106K
|
7.34K
$170K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.2K+ 1.91% |
$27.2K - $27.8K
|
64.2K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.88K+ 3.29% |
$110K - $113K
|
153K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
995+ 6.52% |
$22.5K - $23K
|
16.2K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 63.27% |
$878K - $899K
|
100K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$227K - $233K
|
10.1K
$234K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.1K+ 50.21% |
$24.8K - $25.3K
|
3.28K
$76.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.85% |
$158 - $162
|
835
$19.4K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.1K+ 60.51% |
$888K - $917K
|
104K
$2.41M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
69.6KNew |
$1.58M - $1.63M
|
69.6K
$1.62M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.2KNew |
$209K - $216K
|
9.2K
$214K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
71New |
$1.61K - $1.67K
|
71
$1.65K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.13KNew |
$207K - $214K
|
9.13K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
236+ 0.32% |
$5.36K - $5.54K
|
75.1K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.3KNew |
$234K - $242K
|
10.3K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.51K+ 42.17% |
$125K - $129K
|
18.6K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.73K+ 11.67% |
$39.3K - $40.6K
|
16.6K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.1K+ 33.63% |
$978K - $1.01M
|
171K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10.6KNew |
$241K - $249K
|
10.6K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
103New |
$2.34K - $2.42K
|
103
$2.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.11KNew |
$70.7K - $73.1K
|
3.11K
$72.3K
|
|