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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.08K- 27.48% |
$115K - $119K
|
13.4K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.17K+ 8.2% |
$26.6K - $27.5K
|
15.4K
$359K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.6K+ 48.78% |
$195K - $202K
|
26.2K
$609K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 7.24% |
$5.11K - $5.28K
|
3.33K
$77.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.24K+ 22.56% |
$50.8K - $52.5K
|
12.2K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.3K+ 9.04% |
$233K - $241K
|
124K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
86New |
$1.95K - $2.02K
|
86
$2K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
717New |
$16.3K - $16.8K
|
717
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.15K+ 5.01% |
$162K - $168K
|
150K
$3.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.02% |
$45.4 - $46.9
|
11.3K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.6K- 9.27% |
$628K - $649K
|
270K
$6.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
245+ 20.25% |
$5.56K - $5.75K
|
1.46K
$33.8K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.92KNew |
$88.9K - $91.9K
|
3.92K
$90.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
9.47K+ 38.32% |
$215K - $222K
|
34.2K
$794K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2K+ 200.0% |
$45.4K - $46.9K
|
3K
$69.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$150K - $155K
|
6.6K
$153K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$492K - $509K
|
21.7K
$503K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.34K- 8.27% |
$30.3K - $31.4K
|
14.8K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
470+ 3.23% |
$10.7K - $11K
|
15K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-46.9K- 99.31% |
$1.07M - $1.1M
|
325
$7.55K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08KNew |
$47.2K - $48.8K
|
2.08K
$48.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.92K+ 10.18% |
$89K - $92K
|
42.4K
$985K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7.33K- 17.34% |
$166K - $172K
|
34.9K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.4KNew |
$328K - $339K
|
14.4K
$335K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.13K+ 3.3% |
$185K - $191K
|
255K
$5.91M
|
|
| Q3 2024 | |||||||
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-534KClosed |
$12M - $12.6M
|
0
$0
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269New |
$6.06K - $6.34K
|
269
$6.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
34.8K+ 3.83% |
$783K - $819K
|
942K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.2KNew |
$231K - $242K
|
10.2K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.25K- 36.0% |
$50.6K - $53K
|
4K
$92.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.61KNew |
$216K - $227K
|
9.61K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.2KNew |
$297K - $311K
|
13.2K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
26.6KNew |
$599K - $627K
|
26.6K
$618K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
645New |
$14.5K - $15.2K
|
645
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
500New |
$11.3K - $11.8K
|
500
$11.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9K+ 60.76% |
$246K - $258K
|
28.9K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12.7KNew |
$285K - $298K
|
12.7K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.77KNew |
$220K - $230K
|
9.77K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
875New |
$19.7K - $20.6K
|
875
$20.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-15- 0.04% |
$338 - $354
|
34.5K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252K+ 24.42% |
$5.67M - $5.94M
|
1.28M
$29.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45K+ 21.4% |
$1.01M - $1.06M
|
255K
$5.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.3KNew |
$96.8K - $101K
|
4.3K
$99.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2K- 19.03% |
$45K - $47.1K
|
8.51K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 4.67% |
$234K - $245K
|
212K
$4.92M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.9K+ 4.73% |
$131K - $134K
|
131K
$3.03M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
816+ 0.99% |
$18.2K - $18.6K
|
83.3K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.09KNew |
$68.8K - $70.3K
|
3.09K
$71.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.24K- 96.06% |
$27.7K - $28.3K
|
51
$1.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.3K+ 20.63% |
$721K - $736K
|
189K
$4.39M
|
|