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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 44.91% |
$56.9K - $58.5K
|
8.09K
$190K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.52K+ 52.16% |
$125K - $129K
|
16.1K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-99- 0.04% |
$2.25K - $2.31K
|
230K
$5.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 1.15% |
$114 - $117
|
440
$10.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76.3K+ 21.24% |
$1.73M - $1.78M
|
436K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
400+ 45.71% |
$9.08K - $9.33K
|
1.28K
$30K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.13K+ 18.92% |
$185K - $190K
|
51.1K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.6K+ 24.22% |
$696K - $715K
|
157K
$3.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.9K- 0.43% |
$65.7K - $67.5K
|
672K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.26K+ 9.59% |
$96.7K - $99.4K
|
48.7K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-18.4K- 9.56% |
$417K - $428K
|
174K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82.4K+ 8.41% |
$1.87M - $1.92M
|
1.06M
$25M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
18.2K+ 44.71% |
$413K - $424K
|
58.8K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100K+ 5.96% |
$2.27M - $2.33M
|
1.78M
$41.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$704 - $723
|
31
$730
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
6.82K+ 7.97% |
$155K - $159K
|
92.5K
$2.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.7K+ 8.57% |
$152K - $156K
|
84.8K
$2M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.75KNew |
$199K - $204K
|
8.75K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$949K - $976K
|
41.8K
$985K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.69K- 6.12% |
$106K - $109K
|
72K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 5.77% |
$22.7K - $23.3K
|
16.3K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
19K+ 2194.0% |
$431K - $443K
|
19.9K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.19K- 1.52% |
$72.4K - $74.4K
|
206K
$4.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.4K+ 63.62% |
$282K - $290K
|
31.9K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.25K+ 1.66% |
$142K - $146K
|
383K
$9.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-165- 0.73% |
$3.75K - $3.85K
|
22.5K
$529K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
883New |
$20K - $20.6K
|
883
$20.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
542+ 2.9% |
$12.3K - $12.6K
|
19.3K
$453K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.7K+ 5.94% |
$243K - $250K
|
191K
$4.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
112KNew |
$2.54M - $2.61M
|
112K
$2.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-227- 0.46% |
$5.15K - $5.3K
|
49.6K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22.5K+ 9.66% |
$511K - $525K
|
255K
$6.01M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.67K+ 1.72% |
$37.8K - $38.7K
|
99K
$2.33M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
8.34K+ 57.69% |
$188K - $193K
|
22.8K
$536K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
71New |
$1.61K - $1.64K
|
71
$1.67K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-38.9K- 78.45% |
$880K - $901K
|
10.7K
$252K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.57K+ 13.12% |
$35.5K - $36.4K
|
13.6K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
826New |
$18.7K - $19.1K
|
826
$19.4K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
145KNew |
$3.27M - $3.35M
|
145K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9KNew |
$246K - $251K
|
10.9K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.3K- 70.31% |
$1.14M - $1.16M
|
21.3K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.1K+ 3.41% |
$47.4K - $48.5K
|
63.5K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.62K- 3.31% |
$36.6K - $37.4K
|
47.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.74K+ 38.27% |
$152K - $156K
|
24.3K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 4.59% |
$247K - $253K
|
249K
$5.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 4378.92% |
$4.95M - $5.06M
|
224K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.04KNew |
$46.1K - $47.2K
|
2.04K
$48K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.74K+ 64.05% |
$84.5K - $86.5K
|
9.57K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.98K- 8.03% |
$44.7K - $45.8K
|
22.7K
$533K
|
|