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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.05M+ 119.31% |
$69.2M - $71.5M
|
5.6M
$128M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.14MNew |
$48.5M - $50.2M
|
2.14M
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.07MNew |
$46.9M - $48.5M
|
2.07M
$47.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.48M+ 119.32% |
$33.6M - $34.8M
|
2.72M
$62.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.45MNew |
$32.9M - $34M
|
1.45M
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.43MNew |
$32.6M - $33.7M
|
1.43M
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.24M+ 6449.11% |
$28.3M - $29.2M
|
1.26M
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03M+ 32.29% |
$23.3M - $24.1M
|
4.2M
$96.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
859K+ 31.19% |
$19.5M - $20.2M
|
3.61M
$82.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
744K+ 1091.54% |
$16.9M - $17.5M
|
812K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
443K+ 37.92% |
$10.1M - $10.4M
|
1.61M
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
351K+ 29.89% |
$7.96M - $8.23M
|
1.52M
$34.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
324K+ 13.61% |
$7.35M - $7.59M
|
2.7M
$61.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
306K+ 618.95% |
$6.95M - $7.18M
|
356K
$8.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
292K+ 79.07% |
$6.64M - $6.86M
|
662K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
239K+ 11.53% |
$5.43M - $5.61M
|
2.31M
$52.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
232K+ 6.36% |
$5.28M - $5.45M
|
3.89M
$89M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
228K+ 2658.03% |
$5.17M - $5.34M
|
236K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
221K+ 21.33% |
$5.02M - $5.19M
|
1.26M
$28.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
205K+ 34.02% |
$4.66M - $4.81M
|
808K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
178K+ 76.99% |
$4.05M - $4.18M
|
410K
$9.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
155KNew |
$3.51M - $3.63M
|
155K
$3.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
154K+ 11.13% |
$3.49M - $3.61M
|
1.54M
$35.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
151KNew |
$3.44M - $3.55M
|
151K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
146KNew |
$3.31M - $3.42M
|
146K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
142K+ 30.8% |
$3.23M - $3.34M
|
604K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 8.58% |
$2.95M - $3.05M
|
1.65M
$37.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
126K+ 9.94% |
$2.87M - $2.96M
|
1.4M
$32M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
123K+ 177.0% |
$2.8M - $2.89M
|
193K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
117K+ 73.07% |
$2.65M - $2.74M
|
276K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
110KNew |
$2.49M - $2.57M
|
110K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
99.8K+ 101.21% |
$2.27M - $2.34M
|
198K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.5K+ 9.6% |
$1.94M - $2.01M
|
976K
$22.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.3K+ 7.94% |
$1.87M - $1.93M
|
1.12M
$25.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
80.6K+ 151.35% |
$1.83M - $1.89M
|
134K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
76.7K+ 33.95% |
$1.74M - $1.8M
|
302K
$6.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
75.4KNew |
$1.71M - $1.77M
|
75.4K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
73.5KNew |
$1.67M - $1.73M
|
73.5K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.7K+ 21.95% |
$1.6M - $1.66M
|
392K
$8.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
70.5K+ 76.92% |
$1.6M - $1.66M
|
162K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
70.5K+ 179.54% |
$1.6M - $1.65M
|
110K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70.3K+ 5.8% |
$1.6M - $1.65M
|
1.28M
$29.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.8K+ 23.35% |
$1.45M - $1.5M
|
337K
$7.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
63KNew |
$1.43M - $1.48M
|
63K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
62.8K+ 11.19% |
$1.43M - $1.47M
|
624K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
55.9KNew |
$1.27M - $1.31M
|
55.9K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
55.8K+ 630.5% |
$1.27M - $1.31M
|
64.6K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
54K+ 8.38% |
$1.23M - $1.27M
|
698K
$16M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
49.1K+ 25.5% |
$1.12M - $1.15M
|
242K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
47.3K+ 279.72% |
$1.07M - $1.11M
|
64.2K
$1.47M
|