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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
324K+ 13.61% |
$7.35M - $7.59M
|
2.7M
$61.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
205K+ 34.02% |
$4.66M - $4.81M
|
808K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
110KNew |
$2.49M - $2.57M
|
110K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
75.4KNew |
$1.71M - $1.77M
|
75.4K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.7K+ 21.95% |
$1.6M - $1.66M
|
392K
$8.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.9K+ 98.05% |
$952K - $983K
|
84.6K
$1.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.7KNew |
$901K - $931K
|
39.7K
$905K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
30.2KNew |
$685K - $708K
|
30.2K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 33.41% |
$526K - $543K
|
92.5K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.6K+ 38.43% |
$468K - $483K
|
74.2K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.2K+ 13.06% |
$390K - $403K
|
149K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
16.9KNew |
$384K - $397K
|
16.9K
$386K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
16K+ 112.78% |
$364K - $376K
|
30.2K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.4KNew |
$328K - $339K
|
14.4K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.4K+ 27.89% |
$304K - $314K
|
61.4K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$285K - $295K
|
12.6K
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 5.88% |
$253K - $261K
|
200K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10.7K+ 3.1% |
$242K - $250K
|
355K
$8.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.33K+ 2.3% |
$189K - $196K
|
370K
$8.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.13K+ 3.3% |
$185K - $191K
|
255K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.84K+ 12.88% |
$178K - $184K
|
68.7K
$1.57M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.08K+ 3.49% |
$92.6K - $95.7K
|
121K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.92K+ 10.18% |
$89K - $92K
|
42.4K
$968K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08KNew |
$47.2K - $48.8K
|
2.08K
$47.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.6% |
$295 - $305
|
828
$18.9K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.38MNew |
$31.1M - $32.6M
|
1.38M
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.01M+ 3560.98% |
$22.7M - $23.8M
|
1.04M
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
984K+ 686.75% |
$22.2M - $23.2M
|
1.13M
$25.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
875K+ 38.03% |
$19.7M - $20.6M
|
3.18M
$72.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
518K+ 131.45% |
$11.7M - $12.2M
|
912K
$20.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
296KNew |
$6.65M - $6.97M
|
296K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
291K+ 793.75% |
$6.56M - $6.87M
|
328K
$7.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252K+ 24.42% |
$5.67M - $5.94M
|
1.28M
$29.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 16778.2% |
$5.42M - $5.68M
|
242K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 25.72% |
$5.4M - $5.66M
|
1.17M
$26.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
218KNew |
$4.91M - $5.14M
|
218K
$4.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
199K+ 19.03% |
$4.47M - $4.68M
|
1.24M
$28.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 10.07% |
$4.27M - $4.47M
|
2.07M
$47.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
187KNew |
$4.21M - $4.41M
|
187K
$4.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
186K+ 5.36% |
$4.19M - $4.38M
|
3.65M
$83.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 6.89% |
$4M - $4.18M
|
2.76M
$62.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
174K+ 34.52% |
$3.91M - $4.09M
|
676K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 15.68% |
$3.56M - $3.73M
|
1.17M
$26.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152K+ 202.1% |
$3.42M - $3.59M
|
227K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
148K+ 47.15% |
$3.33M - $3.49M
|
462K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128KNew |
$2.88M - $3.02M
|
128K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 12.04% |
$2.51M - $2.62M
|
1.04M
$23.6M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109K+ 57.97% |
$2.46M - $2.58M
|
298K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 2.4% |
$2.42M - $2.54M
|
4.59M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103K+ 38.66% |
$2.32M - $2.43M
|
370K
$8.44M
|
|