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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.9K+ 4.73% |
$131K - $134K
|
131K
$3.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.71K+ 67.05% |
$82.8K - $84.5K
|
9.25K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.09KNew |
$68.8K - $70.3K
|
3.09K
$71.7K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
816+ 0.99% |
$18.2K - $18.6K
|
83.3K
$1.93M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
329New |
$7.33K - $7.49K
|
329
$7.64K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.7K+ 131.39% |
$558K - $571K
|
43.5K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9KNew |
$383K - $391K
|
16.9K
$393K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.9K+ 116.32% |
$246K - $252K
|
20.3K
$470K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
3.5K+ 14.68% |
$79.1K - $80.9K
|
27.3K
$635K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5K+ 9.54% |
$33.9K - $34.7K
|
17.2K
$400K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.8KNew |
$2.03M - $2.19M
|
94.8K
$2.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.1KNew |
$238K - $257K
|
11.1K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$214K - $231K
|
10K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
2.66KNew |
$57.1K - $61.5K
|
2.66K
$61.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.8K+ 4.64% |
$38.6K - $41.6K
|
40.6K
$943K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
679New |
$14.8K - $15.4K
|
679
$15.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
310New |
$6.77K - $7.01K
|
310
$7.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.5KNew |
$502K - $518K
|
22.5K
$522K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$13.4K - $13.8K
|
600
$13.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
45+ 0.41% |
$1K - $1.04K
|
10.9K
$254K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.9KNew |
$2.2M - $2.31M
|
99.9K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14.6KNew |
$320K - $336K
|
14.6K
$338K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$682 - $717
|
31
$720
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.33KNew |
$28.2K - $30.2K
|
1.33K
$30.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
45+ 5.81% |
$954 - $1.02K
|
820
$19K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
23.7K+ 142.51% |
$510K - $559K
|
40.3K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
18.9K+ 139.78% |
$407K - $447K
|
32.4K
$753K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.82KNew |
$39.2K - $43K
|
1.82K
$42.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
451New |
$9.72K - $10.7K
|
451
$10.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.31% |
$108 - $118
|
1.64K
$38.1K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
543KNew |
$12.1M - $13.3M
|
543K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$582K - $636K
|
26K
$604K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
403New |
$9.77K - $10.5K
|
403
$9.36K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.24KNew |
$29.5K - $33.2K
|
1.24K
$28.8K
|
|