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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.24MNew |
$73.5M - $75.6M
|
3.24M
$75.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.38M+ 2331.16% |
$54.1M - $55.6M
|
2.48M
$57.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
429K+ 10.51% |
$9.74M - $10M
|
4.51M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
395KNew |
$8.97M - $9.22M
|
395K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
350K+ 14.28% |
$7.94M - $8.16M
|
2.8M
$65.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
304K+ 6.42% |
$6.89M - $7.08M
|
5.03M
$117M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
254KNew |
$5.77M - $5.93M
|
254K
$5.92M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
252KNew |
$5.73M - $5.89M
|
252K
$5.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
240K+ 3.93% |
$5.46M - $5.61M
|
6.36M
$148M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
224K+ 14.77% |
$5.08M - $5.22M
|
1.74M
$40.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
215K+ 93.07% |
$4.88M - $5.02M
|
446K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
210K+ 4.93% |
$4.76M - $4.89M
|
4.46M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
207KNew |
$4.7M - $4.83M
|
207K
$4.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
200K+ 8.16% |
$4.53M - $4.66M
|
2.65M
$61.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 13.62% |
$4.33M - $4.45M
|
1.59M
$37.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
170KNew |
$3.86M - $3.97M
|
170K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
165KNew |
$3.74M - $3.84M
|
165K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
164K+ 12.07% |
$3.72M - $3.83M
|
1.52M
$35.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 12.4% |
$2.91M - $2.99M
|
1.16M
$27.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
127K+ 15.58% |
$2.89M - $2.97M
|
945K
$22M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
115KNew |
$2.61M - $2.69M
|
115K
$2.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
112KNew |
$2.54M - $2.61M
|
112K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 5.98% |
$2.37M - $2.44M
|
1.85M
$43.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
102KNew |
$2.32M - $2.39M
|
102K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
102K+ 32.5% |
$2.32M - $2.39M
|
417K
$9.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
100K+ 5.96% |
$2.27M - $2.33M
|
1.78M
$41.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
96.9KNew |
$2.2M - $2.26M
|
96.9K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
94.4K+ 5.04% |
$2.14M - $2.2M
|
1.97M
$45.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88.2K+ 19.68% |
$2M - $2.06M
|
537K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
82.4K+ 8.41% |
$1.87M - $1.92M
|
1.06M
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
81.3K+ 41.49% |
$1.84M - $1.9M
|
277K
$6.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
81K+ 10.45% |
$1.84M - $1.89M
|
856K
$19.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76.3K+ 21.24% |
$1.73M - $1.78M
|
436K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73.8K+ 8.8% |
$1.68M - $1.72M
|
912K
$21.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
73.8K+ 8.57% |
$1.68M - $1.72M
|
935K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
70.9K+ 8.53% |
$1.61M - $1.65M
|
902K
$21M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
68.4K+ 465.03% |
$1.55M - $1.6M
|
83.1K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.8K+ 3.33% |
$1.36M - $1.4M
|
1.86M
$43.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50.1K+ 35.17% |
$1.14M - $1.17M
|
193K
$4.49M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
46.8K+ 6.26% |
$1.06M - $1.09M
|
794K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.3K+ 3.05% |
$1.01M - $1.03M
|
1.5M
$34.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.7K+ 47.71% |
$970K - $997K
|
132K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.1K+ 13.77% |
$955K - $982K
|
348K
$8.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$949K - $976K
|
41.8K
$974K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
40.8K+ 166.62% |
$926K - $952K
|
65.3K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.7K+ 15.82% |
$788K - $810K
|
254K
$5.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33.8KNew |
$768K - $790K
|
33.8K
$789K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
32.6K+ 58.59% |
$739K - $760K
|
88.2K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.6K+ 24.22% |
$696K - $715K
|
157K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
29K+ 94.27% |
$657K - $676K
|
59.7K
$1.39M
|