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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
832+ 3.27% |
$18.7K - $19.6K
|
26.3K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
645New |
$14.5K - $15.2K
|
645
$14.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
620+ 4.54% |
$14K - $14.6K
|
14.3K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
507+ 3.73% |
$11.4K - $11.9K
|
14.1K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
500New |
$11.3K - $11.8K
|
500
$11.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
486New |
$10.9K - $11.5K
|
486
$11.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
450+ 4.12% |
$10.1K - $10.6K
|
11.4K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
425New |
$9.57K - $10K
|
425
$9.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
424+ 1.13% |
$9.54K - $9.99K
|
37.9K
$864K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
402+ 670.0% |
$9.05K - $9.48K
|
462
$10.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
371+ 2.05% |
$8.35K - $8.74K
|
18.5K
$422K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269New |
$6.06K - $6.34K
|
269
$6.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
230+ 0.41% |
$5.18K - $5.42K
|
57K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
179+ 1.19% |
$4.03K - $4.22K
|
15.2K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
140+ 0.19% |
$3.15K - $3.3K
|
74.8K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 0.89% |
$2.25K - $2.36K
|
11.3K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
91+ 0.15% |
$2.05K - $2.14K
|
61.2K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
81+ 0.05% |
$1.82K - $1.91K
|
173K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 1.12% |
$203 - $212
|
815
$18.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-15- 0.04% |
$338 - $354
|
34.5K
$788K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-44- 0.03% |
$990 - $1.04K
|
142K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-60- 4.33% |
$1.35K - $1.41K
|
1.33K
$30.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 1.68% |
$1.69K - $1.77K
|
4.38K
$100K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-77- 0.25% |
$1.73K - $1.81K
|
30.9K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.38K- 10.96% |
$31.2K - $32.6K
|
11.2K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.6K- 2.73% |
$36.1K - $37.8K
|
57.1K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.61K- 0.56% |
$36.2K - $37.9K
|
286K
$6.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2K- 19.03% |
$45K - $47.1K
|
8.51K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.25K- 36.0% |
$50.6K - $53K
|
4K
$91.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-2.41K- 14.51% |
$54.2K - $56.8K
|
14.2K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.23K- 15.53% |
$140K - $147K
|
33.9K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-9K- 50.42% |
$203K - $212K
|
8.85K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 4.67% |
$234K - $245K
|
212K
$4.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-12.8K- 14.05% |
$288K - $301K
|
78.1K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-15.3K- 4.98% |
$345K - $361K
|
292K
$6.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.2K- 23.63% |
$409K - $428K
|
58.7K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23.2K- 32.92% |
$522K - $547K
|
47.3K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-156K- 18.86% |
$3.52M - $3.69M
|
672K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-791K- 23.65% |
$17.8M - $18.6M
|
2.55M
$58.3M
|