Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
28.4K+ 103.45% |
$643K - $657K
|
55.9K
$1.28M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.4KNew |
$643K - $656K
|
28.4K
$648K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
27.5K+ 6.65% |
$621K - $634K
|
440K
$10M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
26.7K+ 37.73% |
$604K - $617K
|
97.5K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
26.1K+ 2.85% |
$591K - $604K
|
943K
$21.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
26K+ 99.69% |
$588K - $600K
|
52.1K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.8K+ 25.15% |
$584K - $597K
|
129K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
24.7K+ 131.39% |
$558K - $571K
|
43.5K
$993K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
24.6K+ 58.7% |
$556K - $568K
|
66.4K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.5K+ 18.57% |
$555K - $567K
|
157K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
24.3K+ 10.51% |
$549K - $561K
|
256K
$5.83M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.5K+ 19.15% |
$532K - $543K
|
146K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23.4K+ 9.91% |
$528K - $539K
|
259K
$5.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22.7KNew |
$513K - $524K
|
22.7K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20.8KNew |
$469K - $479K
|
20.8K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
20.5KNew |
$463K - $473K
|
20.5K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.4K+ 42.72% |
$461K - $471K
|
68.1K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
20.1KNew |
$453K - $463K
|
20.1K
$458K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
19.7K+ 3.54% |
$445K - $455K
|
577K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
19.3KNew |
$437K - $446K
|
19.3K
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.3K+ 196.5% |
$436K - $445K
|
29.1K
$663K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19K+ 14.95% |
$429K - $438K
|
146K
$3.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
18.2KNew |
$412K - $421K
|
18.2K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
18K+ 42.88% |
$406K - $415K
|
59.8K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
17.5K+ 70.56% |
$396K - $404K
|
42.3K
$965K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9KNew |
$383K - $391K
|
16.9K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.1K+ 17.44% |
$364K - $372K
|
108K
$2.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
14.8K+ 6.85% |
$335K - $343K
|
231K
$5.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8KNew |
$335K - $342K
|
14.8K
$338K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.7K+ 5.39% |
$333K - $340K
|
288K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.4K+ 107.12% |
$325K - $332K
|
27.8K
$635K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
14.1KNew |
$319K - $326K
|
14.1K
$322K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
13.8KNew |
$312K - $318K
|
13.8K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.6KNew |
$308K - $314K
|
13.6K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
13.4K+ 54.46% |
$302K - $308K
|
37.9K
$864K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$298K - $305K
|
13.2K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.9KNew |
$291K - $298K
|
12.9K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 86.95% |
$289K - $295K
|
27.4K
$626K
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
12.7K+ 4.62% |
$287K - $294K
|
288K
$6.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12.5KNew |
$283K - $289K
|
12.5K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
12K+ 50.42% |
$271K - $277K
|
35.8K
$816K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11.2KNew |
$253K - $258K
|
11.2K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 78.87% |
$248K - $253K
|
24.8K
$567K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.9K+ 116.32% |
$246K - $252K
|
20.3K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.5K+ 27.79% |
$237K - $243K
|
48.3K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4KNew |
$236K - $241K
|
10.4K
$238K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
10.4K+ 102.19% |
$234K - $239K
|
20.5K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.3KNew |
$232K - $237K
|
10.3K
$234K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
10.2KNew |
$231K - $236K
|
10.2K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.1KNew |
$229K - $234K
|
10.1K
$231K
|