Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)

IBDU Quotes by TradingView

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
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
34.8K
+ 3.83%
$783K - $819K
942K $21.5M
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
34.5K
New
$776K - $812K
34.5K $787K
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
33.7K
+ 57.48%
$758K - $794K
92.3K $2.11M
Nov 05, 2024 Q3 2024
Hamel Associates, Inc.

BUY
 -
31.3K
+ 16.08%
$704K - $737K
226K $5.15M
Nov 01, 2024 Q3 2024
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
31.3K
+ 19.89%
$704K - $737K
188K $4.3M
Nov 14, 2024 Q3 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
30K
+ 2.42%
$674K - $706K
1.27M $29M
Oct 15, 2024 Q3 2024
Cabot Wealth Management Inc

BUY
 -
29.1K
+ 70.66%
$654K - $685K
70.2K $1.6M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
28.6K
New
$644K - $675K
28.6K $653K
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
26.7K
New
$600K - $629K
26.7K $609K
Nov 08, 2024 Q3 2024
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
26.6K
New
$599K - $627K
26.6K $607K
Nov 14, 2024 Q3 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
25.2K
+ 3.41%
$567K - $594K
763K $17.4M
Nov 04, 2024 Q3 2024
Mv Capital Management, Inc.

BUY
 -
25.2K
+ 4.69%
$567K - $593K
562K $12.8M
Oct 24, 2024 Q3 2024
Reliant Wealth Planning

BUY
 -
24.7K
New
$556K - $583K
24.7K $564K
Nov 12, 2024 Q3 2024
Stonebrook Private Inc.

Northville, MI
BUY
 -
23.9K
+ 42.87%
$538K - $564K
79.7K $1.82M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
22.7K
+ 20.7%
$511K - $535K
132K $3.02M
Oct 08, 2024 Q3 2024
Adirondack Trust CO

BUY
 -
22.3K
+ 108.85%
$501K - $525K
42.7K $975K
Oct 22, 2024 Q3 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
22K
+ 5.88%
$495K - $519K
396K $9.04M
Oct 31, 2024 Q3 2024
Spinnaker Trust

BUY
 -
22K
+ 70.2%
$495K - $518K
53.3K $1.22M
Nov 05, 2024 Q3 2024
Fortis Capital Management LLC

BUY
 -
21.5K
New
$485K - $507K
21.5K $491K
Nov 12, 2024 Q3 2024
Glenview Trust CO

Louisville, KY
BUY
 -
21.3K
+ 30.23%
$479K - $502K
91.7K $2.09M
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
21K
+ 6.98%
$472K - $495K
322K $7.34M
Oct 17, 2024 Q3 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
20.3K
+ 16.29%
$457K - $479K
145K $3.31M
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
20.1K
+ 7.95%
$453K - $474K
273K $6.24M
Oct 25, 2024 Q3 2024
Valmark Advisers, Inc.

BUY
 -
20K
+ 62.37%
$450K - $471K
52K $1.19M
Nov 12, 2024 Q3 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
18.7K
+ 14.89%
$421K - $441K
144K $3.29M
Nov 01, 2024 Q3 2024
Leavell Investment Management, Inc.

BUY
 -
18.2K
New
$409K - $429K
18.2K $415K
Nov 05, 2024 Q3 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
17.6K
+ 34.04%
$396K - $415K
69.3K $1.58M
Oct 31, 2024 Q3 2024
Montecito Bank & Trust

BUY
 -
16.6K
+ 90.9%
$373K - $391K
34.8K $795K
Nov 14, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
16.3K
+ 10.73%
$367K - $384K
168K $3.84M
Oct 15, 2024 Q3 2024
Safeguard Financial, LLC

BUY
 -
16K
+ 50.2%
$361K - $378K
48K $1.1M
Nov 07, 2024 Q3 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
15.8K
+ 3.46%
$356K - $373K
473K $10.8M
Oct 07, 2024 Q3 2024
Chesley Taft & Associates LLC

BUY
 -
15.8K
+ 41.8%
$356K - $372K
53.6K $1.22M
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
15.7K
+ 16.01%
$352K - $369K
113K $2.59M
Nov 14, 2024 Q3 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
14.8K
New
$334K - $350K
14.8K $339K
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
14.2K
New
$319K - $334K
14.2K $324K
Oct 25, 2024 Q3 2024
Sandy Spring Bank

BUY
 -
13.4K
+ 6.21%
$302K - $316K
229K $5.23M
Nov 08, 2024 Q3 2024
Private Portfolio Partners LLC

BUY
 -
13.2K
New
$297K - $311K
13.2K $301K
Oct 28, 2024 Q3 2024
Hm Payson & CO

Portland, ME
BUY
 -
12.7K
New
$285K - $298K
12.7K $289K
Nov 14, 2024 Q3 2024
Seven Springs Wealth Group, LLC

BUY
 -
12.4K
+ 1.97%
$280K - $293K
644K $14.7M
Oct 24, 2024 Q3 2024
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
12.3K
+ 16.09%
$276K - $289K
88.5K $2.02M
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
12.2K
New
$274K - $287K
12.2K $278K
Oct 24, 2024 Q3 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
11.5K
New
$258K - $270K
11.5K $261K
Oct 16, 2024 Q3 2024
Fulton Breakefield Broenniman LLC

BUY
 -
11.3K
+ 18.54%
$255K - $267K
72.3K $1.65M
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
10.9K
+ 60.76%
$246K - $258K
28.9K $660K
Nov 14, 2024 Q3 2024
Regions Financial Corp

BUY
 -
10.4K
New
$234K - $245K
10.4K $238K
Nov 14, 2024 Q3 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
10.2K
New
$231K - $242K
10.2K $234K
Nov 14, 2024 Q3 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.85K
+ 7.66%
$222K - $232K
138K $3.16M
Oct 23, 2024 Q3 2024
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
9.77K
New
$220K - $230K
9.77K $223K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
9.61K
New
$216K - $227K
9.61K $219K

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