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 05, 2025
Q1 2025
|
Arrow Financial Corp
|
BUY
|
- |
2.56K+ 0.41% |
$57.9K - $59.2K
|
623K
$14.3M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.54K+ 8.42% |
$57.4K - $58.8K
|
32.7K
$753K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.35K+ 12.9% |
$53.2K - $54.5K
|
20.6K
$474K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$52K - $53.2K
|
2.3K
$52.9K
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.28K+ 5.59% |
$51.4K - $52.6K
|
43K
$988K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 7.17% |
$48.1K - $49.2K
|
31.8K
$731K
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.1K+ 3.41% |
$47.4K - $48.5K
|
63.5K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.04KNew |
$46.1K - $47.2K
|
2.04K
$46.9K
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.79K+ 2.52% |
$40.4K - $41.4K
|
72.7K
$1.67M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.74KNew |
$39.3K - $40.2K
|
1.74K
$39.9K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.67K+ 1.72% |
$37.8K - $38.7K
|
99K
$2.28M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.67K+ 3.89% |
$37.6K - $38.5K
|
44.5K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.62K+ 4.18% |
$36.5K - $37.4K
|
40.3K
$926K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.6K+ 2.19% |
$36.2K - $37K
|
74.8K
$1.72M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.57K+ 13.12% |
$35.5K - $36.4K
|
13.6K
$312K
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
1.4K+ 2.05% |
$31.7K - $32.4K
|
69.7K
$1.6M
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.38K+ 2.85% |
$31.2K - $31.9K
|
49.8K
$1.15M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.35K+ 73.14% |
$30.4K - $31.1K
|
3.18K
$73.2K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.25K+ 2.11% |
$28.3K - $28.9K
|
60.5K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.23K+ 7.92% |
$27.7K - $28.4K
|
16.7K
$384K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.2K+ 1.91% |
$27.2K - $27.8K
|
64.2K
$1.48M
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.11K+ 6.44% |
$25.1K - $25.7K
|
18.4K
$423K
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 5.82% |
$25K - $25.6K
|
20.1K
$462K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.1K+ 50.21% |
$24.8K - $25.3K
|
3.28K
$75.3K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
995+ 6.52% |
$22.5K - $23K
|
16.2K
$374K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
868New |
$19.6K - $20.1K
|
868
$20K
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
865+ 11.49% |
$19.6K - $20K
|
8.39K
$193K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
840+ 105.0% |
$19K - $19.4K
|
1.64K
$37.7K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
826New |
$18.7K - $19.1K
|
826
$19K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
732New |
$16.6K - $16.9K
|
732
$16.8K
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
504+ 1.23% |
$11.4K - $11.7K
|
41.3K
$950K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
492+ 1.84% |
$11.1K - $11.4K
|
27.2K
$626K
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
430+ 2.54% |
$9.72K - $9.95K
|
17.3K
$399K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
304+ 0.75% |
$6.87K - $7.03K
|
40.9K
$940K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
250+ 2.29% |
$5.65K - $5.79K
|
11.2K
$257K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 0.11% |
$4.52K - $4.63K
|
176K
$4.04M
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
163+ 0.17% |
$3.69K - $3.77K
|
96.4K
$2.22M
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
122+ 0.79% |
$2.76K - $2.82K
|
15.5K
$357K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
109+ 0.48% |
$2.46K - $2.52K
|
22.8K
$524K
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
95+ 0.08% |
$2.15K - $2.2K
|
119K
$2.73M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 0.79% |
$995 - $1.02K
|
5.58K
$128K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.85% |
$158 - $162
|
835
$19.2K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.78% |
$136 - $139
|
780
$17.9K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.64% |
$67.8 - $69.4
|
471
$10.8K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.69% |
$67.8 - $69.4
|
435
$10K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
110KNew |
$2.49M - $2.57M
|
110K
$2.52M
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
69.6KNew |
$1.58M - $1.63M
|
69.6K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.1K+ 33.63% |
$978K - $1.01M
|
171K
$3.94M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
34.3K+ 4.49% |
$778K - $805K
|
797K
$18.3M
|