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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
70.8KNew |
$1.6M - $1.64M
|
70.8K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70.7K+ 30.07% |
$1.6M - $1.64M
|
306K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
64.2K+ 47.95% |
$1.45M - $1.49M
|
198K
$4.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
63.3K+ 7.94% |
$1.43M - $1.47M
|
861K
$20M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57K+ 4.09% |
$1.29M - $1.32M
|
1.45M
$33.7M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
55.6KNew |
$1.26M - $1.29M
|
55.6K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
55.5K+ 39.78% |
$1.25M - $1.28M
|
195K
$4.52M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
55.1K+ 4.36% |
$1.25M - $1.28M
|
1.32M
$30.6M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
51K+ 3.98% |
$1.15M - $1.18M
|
1.33M
$30.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
50.5K+ 143.77% |
$1.14M - $1.17M
|
85.7K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.4K+ 13.33% |
$1.07M - $1.1M
|
403K
$9.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.8K+ 11.92% |
$1.06M - $1.08M
|
439K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
44.4KNew |
$1M - $1.03M
|
44.4K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 4.48% |
$988K - $1.01M
|
1.02M
$23.7M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43K+ 5.41% |
$973K - $996K
|
839K
$19.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41K+ 84.55% |
$928K - $949K
|
89.5K
$2.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 63.27% |
$878K - $899K
|
100K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.6K+ 9.41% |
$872K - $892K
|
448K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
37.8K+ 97.38% |
$855K - $875K
|
76.7K
$1.78M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33.6K+ 20.71% |
$760K - $778K
|
196K
$4.55M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
32.6K+ 10.64% |
$737K - $754K
|
339K
$7.87M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32K+ 16.12% |
$723K - $740K
|
230K
$5.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
31.5K+ 20.81% |
$712K - $729K
|
183K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
28K+ 11.83% |
$632K - $647K
|
264K
$6.13M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.4K+ 188.33% |
$620K - $634K
|
42K
$975K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.7K+ 191.31% |
$604K - $618K
|
40.7K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6KNew |
$579K - $592K
|
25.6K
$594K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
24.7K+ 14.8% |
$559K - $572K
|
192K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.8K+ 4.29% |
$539K - $551K
|
580K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
23.7KNew |
$535K - $547K
|
23.7K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.7K+ 28.51% |
$535K - $547K
|
107K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
22.8K+ 192.39% |
$515K - $527K
|
34.6K
$804K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.4K+ 12.76% |
$507K - $519K
|
198K
$4.6M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.3K+ 24.87% |
$505K - $516K
|
112K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.3K+ 6.28% |
$504K - $516K
|
377K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.3K+ 13.77% |
$504K - $516K
|
184K
$4.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 6.58% |
$501K - $513K
|
359K
$8.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.2K+ 7.65% |
$478K - $489K
|
298K
$6.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20.9K+ 12.1% |
$473K - $484K
|
194K
$4.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$457K - $467K
|
175K
$4.06M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.1K+ 5.84% |
$432K - $443K
|
347K
$8.05M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
18.9K+ 2.33% |
$427K - $437K
|
831K
$19.3M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
18.7K+ 156.12% |
$423K - $433K
|
30.7K
$713K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.6K+ 145.71% |
$421K - $431K
|
31.4K
$730K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
18.3K+ 38.1% |
$414K - $424K
|
66.4K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
16.8K+ 15.33% |
$380K - $389K
|
127K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
16K+ 204.49% |
$361K - $369K
|
23.8K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.5K+ 116.73% |
$352K - $360K
|
28.9K
$670K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.5K+ 23.36% |
$349K - $358K
|
81.6K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.2K+ 27.23% |
$344K - $352K
|
71.2K
$1.65M
|