Latest Institutional Purchases of Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Ter (IBDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.59MNew |
$81.2M - $83.1M
|
3.59M
$82.6M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
814KNew |
$18.4M - $18.8M
|
814K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
763K+ 35.68% |
$17.2M - $17.6M
|
2.9M
$66.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
525K+ 12.49% |
$11.9M - $12.1M
|
4.73M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
519K+ 9.27% |
$11.7M - $12M
|
6.12M
$141M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
469K+ 65.84% |
$10.6M - $10.8M
|
1.18M
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
467K+ 12.91% |
$10.6M - $10.8M
|
4.08M
$93.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
384K+ 18.61% |
$8.69M - $8.89M
|
2.45M
$56.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
372K+ 56.22% |
$8.42M - $8.61M
|
1.03M
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
369K+ 9.5% |
$8.35M - $8.54M
|
4.25M
$97.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 25.36% |
$6.41M - $6.56M
|
1.4M
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
262K+ 16.24% |
$5.91M - $6.05M
|
1.87M
$43M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
254K+ 9.39% |
$5.74M - $5.87M
|
2.95M
$68M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
231KNew |
$5.22M - $5.35M
|
231K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
223K+ 14.63% |
$5.04M - $5.16M
|
1.75M
$40.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
219K+ 4378.92% |
$4.95M - $5.06M
|
224K
$5.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
199K+ 502.62% |
$4.51M - $4.61M
|
239K
$5.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
172K+ 21.3% |
$3.89M - $3.98M
|
980K
$22.5M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
160KNew |
$3.62M - $3.7M
|
160K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150K+ 9.09% |
$3.38M - $3.46M
|
1.8M
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
145KNew |
$3.27M - $3.35M
|
145K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
144K+ 23.82% |
$3.25M - $3.33M
|
747K
$17.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
143KNew |
$3.22M - $3.3M
|
143K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
142K+ 9.24% |
$3.21M - $3.29M
|
1.68M
$38.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
135K+ 5.85% |
$3.06M - $3.13M
|
2.45M
$56.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
131KNew |
$2.97M - $3.04M
|
131K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
128KNew |
$2.89M - $2.96M
|
128K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
119K+ 43.46% |
$2.69M - $2.75M
|
392K
$9.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
118KNew |
$2.68M - $2.74M
|
118K
$2.72M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
111KNew |
$2.51M - $2.57M
|
111K
$2.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
110KNew |
$2.49M - $2.55M
|
110K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
104K+ 53.75% |
$2.34M - $2.4M
|
296K
$6.81M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
100K+ 13.99% |
$2.27M - $2.32M
|
817K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
79.5K+ 5.54% |
$1.8M - $1.84M
|
1.51M
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
76.4K+ 10.94% |
$1.73M - $1.77M
|
775K
$17.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
73.2K+ 11.72% |
$1.65M - $1.69M
|
698K
$16M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.8KNew |
$1.6M - $1.64M
|
70.8K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 30.07% |
$1.6M - $1.64M
|
306K
$7.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
64.2K+ 47.95% |
$1.45M - $1.49M
|
198K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57K+ 4.09% |
$1.29M - $1.32M
|
1.45M
$33.4M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
55.6KNew |
$1.26M - $1.29M
|
55.6K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
55.5K+ 39.78% |
$1.25M - $1.28M
|
195K
$4.48M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
55.1K+ 4.36% |
$1.25M - $1.28M
|
1.32M
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
51K+ 3.98% |
$1.15M - $1.18M
|
1.33M
$30.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
50.5K+ 143.77% |
$1.14M - $1.17M
|
85.7K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.4K+ 13.33% |
$1.07M - $1.1M
|
403K
$9.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.8K+ 11.92% |
$1.06M - $1.08M
|
439K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
44.4KNew |
$1M - $1.03M
|
44.4K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 4.48% |
$988K - $1.01M
|
1.02M
$23.5M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43K+ 5.41% |
$973K - $996K
|
839K
$19.3M
|