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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
13.4K+ 6.21% |
$302K - $316K
|
229K
$5.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.2KNew |
$297K - $311K
|
13.2K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
12.7KNew |
$285K - $298K
|
12.7K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
12.4K+ 1.97% |
$280K - $293K
|
644K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$274K - $287K
|
12.2K
$278K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.5KNew |
$258K - $270K
|
11.5K
$261K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11.3K+ 18.54% |
$255K - $267K
|
72.3K
$1.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.9K+ 60.76% |
$246K - $258K
|
28.9K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
10.4KNew |
$234K - $245K
|
10.4K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.2KNew |
$231K - $242K
|
10.2K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.85K+ 7.66% |
$222K - $232K
|
138K
$3.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.77KNew |
$220K - $230K
|
9.77K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.61KNew |
$216K - $227K
|
9.61K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.6KNew |
$216K - $226K
|
9.6K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.8K+ 9.78% |
$198K - $207K
|
98.8K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.79K+ 1.49% |
$198K - $207K
|
598K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.75K+ 42.27% |
$197K - $206K
|
29.5K
$672K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.67KNew |
$195K - $204K
|
8.67K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.05K+ 19.45% |
$181K - $190K
|
49.5K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.9K+ 2.98% |
$178K - $186K
|
273K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 435.49% |
$175K - $183K
|
9.54K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
7.74K+ 354.28% |
$174K - $182K
|
9.93K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
7.46K+ 77.03% |
$168K - $176K
|
17.1K
$391K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.4K+ 5.76% |
$166K - $174K
|
136K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.11K+ 28.89% |
$160K - $168K
|
31.7K
$724K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.88K+ 4.47% |
$155K - $162K
|
161K
$3.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.75K+ 20.75% |
$152K - $159K
|
39.2K
$896K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
6.11K+ 2.09% |
$138K - $144K
|
298K
$6.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 13.73% |
$134K - $141K
|
49.4K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.84KNew |
$131K - $138K
|
5.84K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.43K+ 3.2% |
$99.7K - $104K
|
143K
$3.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.3KNew |
$96.8K - $101K
|
4.3K
$98.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.26K+ 247.53% |
$95.9K - $100K
|
5.98K
$136K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
4.25K+ 98.38% |
$95.6K - $100K
|
8.57K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.06K+ 24.76% |
$91.4K - $95.7K
|
20.5K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.21K+ 7.33% |
$72.3K - $75.7K
|
47K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.1K+ 1.32% |
$69.8K - $73K
|
237K
$5.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.53K+ 11.61% |
$56.9K - $59.6K
|
24.3K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.47K+ 19.55% |
$55.7K - $58.3K
|
15.1K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 6842.86% |
$53.9K - $56.5K
|
2.43K
$55.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 3.09% |
$53.9K - $56.4K
|
80K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.3K+ 1.47% |
$51.8K - $54.3K
|
159K
$3.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.26K+ 4.33% |
$50.9K - $53.3K
|
54.5K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.25K+ 21.99% |
$50.7K - $53.1K
|
12.5K
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.21K+ 5.82% |
$49.8K - $52.2K
|
40.2K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.02K+ 18.26% |
$45.4K - $47.6K
|
13.1K
$298K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 8.12% |
$43.9K - $46K
|
26K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 3.69% |
$42.7K - $44.7K
|
53.4K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.89K+ 8.62% |
$42.5K - $44.5K
|
23.8K
$543K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 15.86% |
$41.2K - $43.1K
|
13.4K
$305K
|