Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.38MNew |
$31.1M - $32.6M
|
1.38M
$31.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.01M+ 3560.98% |
$22.7M - $23.8M
|
1.04M
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
984K+ 686.75% |
$22.2M - $23.2M
|
1.13M
$25.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
967KNew |
$21.8M - $22.8M
|
967K
$22.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
875K+ 38.03% |
$19.7M - $20.6M
|
3.18M
$73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
603KNew |
$13.6M - $14.2M
|
603K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
518K+ 131.45% |
$11.7M - $12.2M
|
912K
$21M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
296KNew |
$6.65M - $6.97M
|
296K
$6.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
291K+ 793.75% |
$6.56M - $6.87M
|
328K
$7.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
268K+ 12.7% |
$6.03M - $6.31M
|
2.38M
$54.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252K+ 24.42% |
$5.67M - $5.94M
|
1.28M
$29.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
247KNew |
$5.55M - $5.81M
|
247K
$5.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 16778.2% |
$5.42M - $5.68M
|
242K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 25.72% |
$5.4M - $5.66M
|
1.17M
$26.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
218KNew |
$4.91M - $5.14M
|
218K
$5.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
214K+ 145.65% |
$4.83M - $5.05M
|
362K
$8.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
199K+ 19.03% |
$4.47M - $4.68M
|
1.24M
$28.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
189K+ 10.07% |
$4.27M - $4.47M
|
2.07M
$47.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
187KNew |
$4.21M - $4.41M
|
187K
$4.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
186K+ 5.36% |
$4.19M - $4.38M
|
3.65M
$83.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 6.89% |
$4M - $4.18M
|
2.76M
$63.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
174K+ 34.52% |
$3.91M - $4.09M
|
676K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 15.68% |
$3.56M - $3.73M
|
1.17M
$26.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
152K+ 202.1% |
$3.42M - $3.59M
|
227K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
148K+ 47.15% |
$3.33M - $3.49M
|
462K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
128KNew |
$2.88M - $3.02M
|
128K
$2.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 12.04% |
$2.51M - $2.62M
|
1.04M
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109K+ 57.97% |
$2.46M - $2.58M
|
298K
$6.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 2.4% |
$2.42M - $2.54M
|
4.59M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103K+ 38.66% |
$2.32M - $2.43M
|
370K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.1K+ 91.43% |
$2.07M - $2.17M
|
193K
$4.43M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
82.9KNew |
$1.87M - $1.95M
|
82.9K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
79.6KNew |
$1.79M - $1.88M
|
79.6K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74.8K+ 9.17% |
$1.68M - $1.76M
|
890K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$1.66M - $1.74M
|
73.7K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
71.3K+ 26.09% |
$1.6M - $1.68M
|
344K
$7.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
65.2K+ 51.13% |
$1.47M - $1.54M
|
193K
$4.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
57.7K+ 23.26% |
$1.3M - $1.36M
|
306K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
57.1K+ 74.68% |
$1.29M - $1.35M
|
134K
$3.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
56.8K+ 157.73% |
$1.28M - $1.34M
|
92.9K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.9K+ 172.48% |
$1.24M - $1.29M
|
86.7K
$1.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
52.7K+ 340.42% |
$1.19M - $1.24M
|
68.1K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45K+ 21.4% |
$1.01M - $1.06M
|
255K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.7K+ 8.53% |
$985K - $1.03M
|
556K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43K+ 22.83% |
$969K - $1.01M
|
232K
$5.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
42.2K+ 35.87% |
$949K - $994K
|
160K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.5K+ 2.67% |
$889K - $931K
|
1.52M
$34.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
38.2K+ 49.45% |
$861K - $902K
|
116K
$2.66M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
37.4K+ 116.06% |
$841K - $880K
|
69.5K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
35.9K+ 15.12% |
$809K - $847K
|
273K
$6.28M
|