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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
575K+ 55.44% |
$13.4M - $13.6M
|
1.61M
$37.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343KNew |
$8M - $8.07M
|
343K
$8M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
233K+ 6.67% |
$5.43M - $5.48M
|
3.72M
$86.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
131K+ 2.82% |
$3.07M - $3.1M
|
4.8M
$112M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
120K+ 12.79% |
$2.81M - $2.83M
|
1.06M
$24.8M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
78.4K+ 551.88% |
$1.83M - $1.85M
|
92.6K
$2.16M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
70.7KNew |
$1.65M - $1.67M
|
70.7K
$1.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
45.5KNew |
$1.06M - $1.07M
|
45.5K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40.5K+ 164.21% |
$945K - $953K
|
65.1K
$1.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
37.3K+ 7.46% |
$870K - $878K
|
537K
$12.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
32.9K+ 12.26% |
$768K - $775K
|
301K
$7.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.3K+ 2.63% |
$684K - $690K
|
1.15M
$26.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28.3K+ 78.29% |
$660K - $665K
|
64.3K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
25.6K+ 10.45% |
$598K - $603K
|
270K
$6.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.7K+ 42.82% |
$414K - $418K
|
59.2K
$1.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
15.2KNew |
$356K - $359K
|
15.2K
$356K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
15K+ 146.82% |
$351K - $354K
|
25.3K
$591K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
12.2K+ 11.0% |
$284K - $287K
|
123K
$2.87M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.7K+ 247.79% |
$249K - $251K
|
15K
$349K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.04K+ 6.58% |
$211K - $213K
|
146K
$3.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.06K+ 1.56% |
$188K - $190K
|
525K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
8.01K+ 25.32% |
$187K - $189K
|
39.6K
$926K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.9K+ 7.26% |
$161K - $162K
|
102K
$2.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.66K+ 1.55% |
$156K - $157K
|
435K
$10.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.47K+ 7.53% |
$151K - $152K
|
92.4K
$2.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.03K+ 15.78% |
$94.1K - $94.9K
|
29.6K
$691K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.1KNew |
$49K - $49.5K
|
2.1K
$49.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.58KNew |
$37K - $37.3K
|
1.58K
$37K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.52K+ 1.73% |
$35.4K - $35.7K
|
89.3K
$2.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.49K+ 7.76% |
$34.9K - $35.2K
|
20.7K
$485K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
727+ 22.19% |
$17K - $17.1K
|
4K
$93.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
457+ 0.75% |
$10.7K - $10.8K
|
61.6K
$1.44M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
452+ 9.35% |
$10.6K - $10.6K
|
5.28K
$123K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
271+ 0.25% |
$6.33K - $6.38K
|
110K
$2.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
215+ 1.56% |
$5.02K - $5.06K
|
14K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
55New |
$1.28K - $1.3K
|
55
$1.28K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 1.5% |
$280 - $283
|
811
$18.9K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.1M+ 56.06% |
$25.5M - $25.9M
|
3.07M
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01MNew |
$23.4M - $23.8M
|
1.01M
$23.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
826KNew |
$19.1M - $19.4M
|
826K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
738K+ 26.37% |
$17.1M - $17.4M
|
3.54M
$82.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
587K+ 13.02% |
$13.6M - $13.8M
|
5.1M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
449K+ 7.05% |
$10.4M - $10.6M
|
6.81M
$159M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414K+ 8.23% |
$9.58M - $9.75M
|
5.44M
$127M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
387KNew |
$8.96M - $9.12M
|
387K
$9.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
253KNew |
$5.86M - $5.96M
|
253K
$5.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
248K+ 21.34% |
$5.74M - $5.84M
|
1.41M
$32.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
242K+ 54.26% |
$5.6M - $5.7M
|
688K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
235K+ 14.78% |
$5.44M - $5.54M
|
1.83M
$42.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 10.01% |
$4.28M - $4.36M
|
2.04M
$47.6M
|
|