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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
45+ 5.81% |
$954 - $1.02K
|
820
$18.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.33KNew |
$28.2K - $30.2K
|
1.33K
$30.5K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.82KNew |
$39.2K - $43K
|
1.82K
$41.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.7K+ 142.51% |
$510K - $559K
|
40.3K
$922K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$108 - $118
|
1.64K
$37.5K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
18.9K+ 139.78% |
$407K - $447K
|
32.4K
$743K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
451New |
$9.72K - $10.7K
|
451
$10.3K
|
|
| Q2 2022 | |||||||
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-360Closed |
$8.06K - $8.81K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$582K - $636K
|
26K
$596K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-131K- 97.65% |
$2.92M - $3.2M
|
3.14K
$71.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-14.3K- 22.8% |
$320K - $349K
|
48.3K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-60.3KClosed |
$1.35M - $1.48M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-350- 34.79% |
$7.84K - $8.56K
|
656
$15K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.9KClosed |
$42.6K - $46.6K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
543KNew |
$12.1M - $13.3M
|
543K
$12.4M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134Closed |
$3.25K - $3.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
403New |
$9.77K - $10.5K
|
403
$9.23K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-3.64KClosed |
$94.8K - $97.5K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.01KClosed |
$26.4K - $27.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-533Closed |
$13.8K - $14.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-75.2KClosed |
$1.95M - $2.06M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-15.8KClosed |
$410K - $434K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
SELL
|
- |
-8.76KClosed |
$227K - $240K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-5.47KClosed |
$142K - $150K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-29.9K- 79.03% |
$805K - $824K
|
7.95K
$182K
|
|
|
Feb 05, 2021
Q4 2020
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-8.76KClosed |
$235K - $241K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-16.2KClosed |
$434K - $446K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.24KNew |
$29.5K - $33.2K
|
1.24K
$28.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.07KClosed |
$25.6K - $28.8K
|
0
$0
|
|