Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.2K+ 22.5% |
$306K - $312K
|
72.1K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.7K+ 36.81% |
$293K - $298K
|
47.1K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
11.7K+ 11.78% |
$270K - $275K
|
111K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$268K - $273K
|
11.6K
$271K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
11.5K+ 23.2% |
$266K - $271K
|
61.2K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 15.45% |
$266K - $271K
|
86K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
11.5K+ 12.09% |
$266K - $270K
|
107K
$2.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10.9KNew |
$251K - $256K
|
10.9K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.8K+ 2.67% |
$250K - $255K
|
416K
$9.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.7KNew |
$247K - $251K
|
10.7K
$249K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.6K+ 9.14% |
$244K - $249K
|
126K
$2.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.3K+ 6.24% |
$238K - $242K
|
175K
$4.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.2K+ 15.7% |
$237K - $241K
|
75.4K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.88KNew |
$229K - $233K
|
9.88K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
8.72K+ 4.33% |
$202K - $205K
|
210K
$4.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.63K+ 23.79% |
$200K - $203K
|
44.9K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.29K+ 4.78% |
$192K - $195K
|
182K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8K+ 3.38% |
$185K - $188K
|
245K
$5.72M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.1K+ 8.08% |
$164K - $167K
|
95K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.59K+ 379.84% |
$153K - $155K
|
8.33K
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.11K+ 32.99% |
$141K - $144K
|
24.6K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.92K+ 4.4% |
$137K - $139K
|
141K
$3.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 18.14% |
$134K - $136K
|
37.7K
$881K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.71K+ 4.34% |
$132K - $134K
|
137K
$3.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5.7KNew |
$132K - $134K
|
5.7K
$133K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.69K+ 7.12% |
$132K - $134K
|
85.7K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
5.29K+ 1.76% |
$122K - $125K
|
306K
$7.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.94K+ 44.41% |
$114K - $116K
|
16.1K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.23K+ 26.37% |
$97.7K - $99.5K
|
20.2K
$473K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.84K+ 88.72% |
$88.7K - $90.3K
|
8.16K
$191K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.75K+ 56.82% |
$86.7K - $88.3K
|
10.4K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
3.75K+ 5.74% |
$86.6K - $88.2K
|
69K
$1.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.49K+ 4.67% |
$80.7K - $82.1K
|
78.1K
$1.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 14.15% |
$77.4K - $78.7K
|
27K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.25K+ 3.21% |
$75.2K - $76.5K
|
104K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3K+ 60.51% |
$69.4K - $70.6K
|
7.96K
$186K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
2.88K+ 4.82% |
$66.5K - $67.7K
|
62.5K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.75K+ 1.04% |
$63.6K - $64.8K
|
268K
$6.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.56K+ 2.57% |
$59.2K - $60.2K
|
102K
$2.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 12.15% |
$54.8K - $55.8K
|
21.9K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.29K+ 5.57% |
$53K - $54K
|
43.5K
$1.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.2K+ 5.52% |
$50.9K - $51.8K
|
42K
$982K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2K+ 5.06% |
$46.2K - $47K
|
41.4K
$968K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.92K+ 8.14% |
$44.5K - $45.3K
|
25.5K
$596K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.3K+ 2.5% |
$30K - $30.5K
|
53.1K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.12K+ 9.19% |
$25.9K - $26.3K
|
13.3K
$310K
|
|
|
Oct 15, 2025
Q3 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
1.08K+ 1.0% |
$25K - $25.5K
|
109K
$2.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.02K+ 2.4% |
$23.6K - $24K
|
43.4K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.02K+ 2.05% |
$23.5K - $24K
|
50.6K
$1.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.5K
|
1K
$23.4K
|