Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
112KNew |
$2.54M - $2.61M
|
112K
$2.59M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
102K+ 32.5% |
$2.32M - $2.39M
|
417K
$9.69M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50.1K+ 35.17% |
$1.14M - $1.17M
|
193K
$4.47M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22.5K+ 9.66% |
$511K - $525K
|
255K
$5.93M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 1029.57% |
$383K - $394K
|
18.5K
$430K
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10.8K+ 9.83% |
$246K - $253K
|
121K
$2.81M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.7K+ 5.94% |
$243K - $250K
|
191K
$4.44M
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
10.5KNew |
$238K - $244K
|
10.5K
$243K
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.2K+ 4.48% |
$231K - $237K
|
237K
$5.5M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
7.97K+ 17.9% |
$181K - $186K
|
52.5K
$1.22M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
6.45K+ 19.32% |
$146K - $150K
|
39.8K
$925K
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
6.2K+ 6.67% |
$141K - $145K
|
99.1K
$2.3M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
4.39K+ 1.83% |
$99.5K - $102K
|
243K
$5.65M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 3.9% |
$74.9K - $77K
|
87.9K
$2.04M
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
2.65K+ 2.51% |
$60.2K - $61.9K
|
108K
$2.51M
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
542+ 2.9% |
$12.3K - $12.6K
|
19.3K
$447K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.24% |
$545 - $560
|
1.95K
$45.3K
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-227- 0.46% |
$5.15K - $5.3K
|
49.6K
$1.15M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.36K- 6.71% |
$122K - $125K
|
74.5K
$1.73M
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-7.08K- 5.13% |
$161K - $165K
|
131K
$3.04M
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-10.1K- 14.5% |
$230K - $236K
|
59.6K
$1.38M
|