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 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.2K+ 133.99% |
$344K - $352K
|
26.6K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15KNew |
$340K - $348K
|
15K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$333K - $340K
|
14.7K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.6KNew |
$330K - $338K
|
14.6K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.4K+ 28.13% |
$327K - $334K
|
65.8K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
14.4K+ 37.36% |
$326K - $334K
|
53K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
13.5KNew |
$305K - $312K
|
13.5K
$313K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$280K - $286K
|
12.4K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.3K+ 5.31% |
$278K - $285K
|
244K
$5.67M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.8K+ 6.0% |
$267K - $274K
|
209K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
11.7K+ 2.41% |
$264K - $271K
|
496K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11.5K+ 81.81% |
$261K - $267K
|
25.7K
$596K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 15.4% |
$261K - $267K
|
86.5K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 4.59% |
$247K - $253K
|
249K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9KNew |
$246K - $251K
|
10.9K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6KNew |
$241K - $246K
|
10.6K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.6KNew |
$239K - $245K
|
10.6K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.6KNew |
$239K - $245K
|
10.6K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 34.22% |
$235K - $240K
|
40.7K
$945K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$227K - $233K
|
10.1K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.99KNew |
$226K - $231K
|
9.99K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9.75K+ 10.55% |
$220K - $226K
|
102K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
9.67K+ 14.96% |
$219K - $224K
|
74.3K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.56K+ 19.95% |
$216K - $221K
|
57.5K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9.08KNew |
$205K - $210K
|
9.08K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.92KNew |
$202K - $206K
|
8.92K
$207K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.68K+ 24.44% |
$174K - $178K
|
39.1K
$908K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
7.2K+ 41.64% |
$163K - $167K
|
24.5K
$569K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.06K+ 16.59% |
$160K - $163K
|
49.6K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7.01K+ 1.9% |
$159K - $162K
|
377K
$8.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.96K+ 55.45% |
$157K - $161K
|
19.5K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.74K+ 38.27% |
$152K - $156K
|
24.3K
$565K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.7K+ 25.63% |
$151K - $155K
|
32.8K
$762K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.6K+ 4.53% |
$149K - $153K
|
152K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.57K+ 37.82% |
$148K - $152K
|
23.9K
$556K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.07K+ 8.05% |
$137K - $141K
|
81.5K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.89K+ 8.58% |
$133K - $136K
|
74.6K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5.78K+ 15.97% |
$131K - $134K
|
42K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.57K+ 57.97% |
$126K - $129K
|
15.2K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.4K+ 4.45% |
$122K - $125K
|
127K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.36K+ 45.1% |
$121K - $124K
|
17.2K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.88K+ 3.29% |
$110K - $113K
|
153K
$3.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.81K+ 2.01% |
$109K - $111K
|
244K
$5.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
4.59K+ 6.24% |
$104K - $106K
|
78.1K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.58K+ 165.76% |
$103K - $106K
|
7.34K
$170K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.43K+ 0.66% |
$100K - $102K
|
675K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.36K+ 1.41% |
$98.5K - $101K
|
314K
$7.28M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
4.34K+ 2.48% |
$98.2K - $100K
|
180K
$4.17M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.26KNew |
$96.3K - $98.5K
|
4.26K
$98.9K
|