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 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.83K+ 24.83% |
$110K - $113K
|
24.3K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.63K+ 2.03% |
$105K - $109K
|
232K
$5.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.08K+ 3.49% |
$92.6K - $95.7K
|
121K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.92K+ 10.18% |
$89K - $92K
|
42.4K
$973K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.92KNew |
$88.9K - $91.9K
|
3.92K
$89.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.8K+ 33.19% |
$86.3K - $89.2K
|
15.3K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 16.1% |
$53.8K - $55.6K
|
17.1K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.31K+ 513.33% |
$52.5K - $54.2K
|
2.76K
$63.3K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08KNew |
$47.2K - $48.8K
|
2.08K
$47.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2K+ 200.0% |
$45.4K - $46.9K
|
3K
$68.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$27.5K - $28.4K
|
1.21K
$27.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.05K+ 2.24% |
$23.9K - $24.7K
|
48.1K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
470+ 3.23% |
$10.7K - $11K
|
15K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
245+ 20.25% |
$5.56K - $5.75K
|
1.46K
$33.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
243+ 1.6% |
$5.52K - $5.7K
|
15.4K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
181+ 1.53% |
$4.11K - $4.25K
|
12K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
156+ 0.91% |
$3.54K - $3.66K
|
17.3K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
129+ 0.75% |
$2.93K - $3.03K
|
17.4K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.6% |
$295 - $305
|
828
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 1.57% |
$273 - $282
|
774
$17.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
7+ 1.65% |
$159 - $164
|
432
$9.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.02% |
$45.4 - $46.9
|
11.3K
$260K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.38MNew |
$31.1M - $32.6M
|
1.38M
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.01M+ 3560.98% |
$22.7M - $23.8M
|
1.04M
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
984K+ 686.75% |
$22.2M - $23.2M
|
1.13M
$25.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
875K+ 38.03% |
$19.7M - $20.6M
|
3.18M
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
518K+ 131.45% |
$11.7M - $12.2M
|
912K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
291K+ 793.75% |
$6.56M - $6.87M
|
328K
$7.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252K+ 24.42% |
$5.67M - $5.94M
|
1.28M
$29.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 16778.2% |
$5.42M - $5.68M
|
242K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 25.72% |
$5.4M - $5.66M
|
1.17M
$26.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
218KNew |
$4.91M - $5.14M
|
218K
$5M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
199K+ 19.03% |
$4.47M - $4.68M
|
1.24M
$28.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 10.07% |
$4.27M - $4.47M
|
2.07M
$47.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
187KNew |
$4.21M - $4.41M
|
187K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 6.89% |
$4M - $4.18M
|
2.76M
$63.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
174K+ 34.52% |
$3.91M - $4.09M
|
676K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 15.68% |
$3.56M - $3.73M
|
1.17M
$26.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128KNew |
$2.88M - $3.02M
|
128K
$2.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 12.04% |
$2.51M - $2.62M
|
1.04M
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109K+ 57.97% |
$2.46M - $2.58M
|
298K
$6.83M
|
|
|
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
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.1K+ 91.43% |
$2.07M - $2.17M
|
193K
$4.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
82.9KNew |
$1.87M - $1.95M
|
82.9K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
79.6KNew |
$1.79M - $1.88M
|
79.6K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.8K+ 9.17% |
$1.68M - $1.76M
|
890K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$1.66M - $1.74M
|
73.7K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
65.2K+ 51.13% |
$1.47M - $1.54M
|
193K
$4.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
57.7K+ 23.26% |
$1.3M - $1.36M
|
306K
$7.01M
|
|