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 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
992+ 2.27% |
$22.9K - $23.4K
|
44.7K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
866+ 3.37% |
$20K - $20.4K
|
26.6K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
840+ 1.13% |
$19.4K - $19.8K
|
74.9K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
815New |
$18.9K - $19.2K
|
815
$19K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
780New |
$18K - $18.4K
|
780
$18.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
748New |
$17.3K - $17.6K
|
748
$17.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
742+ 0.47% |
$17.2K - $17.5K
|
157K
$3.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
740+ 1.15% |
$17.1K - $17.4K
|
65.3K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
717New |
$16.6K - $16.9K
|
717
$16.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
696+ 0.38% |
$16.1K - $16.4K
|
186K
$4.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
694New |
$16.1K - $16.3K
|
694
$16.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
642New |
$14.8K - $15.1K
|
642
$15K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
637+ 2.66% |
$14.7K - $15K
|
24.6K
$574K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
564+ 5.39% |
$13K - $13.3K
|
11K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
472+ 0.12% |
$10.9K - $11.1K
|
384K
$8.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
244+ 0.1% |
$5.64K - $5.74K
|
247K
$5.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
183+ 14.11% |
$4.23K - $4.31K
|
1.48K
$34.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
162New |
$3.75K - $3.81K
|
162
$3.78K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
159+ 1.16% |
$3.68K - $3.74K
|
13.8K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
157+ 0.21% |
$3.63K - $3.7K
|
75.2K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
127+ 0.37% |
$2.94K - $2.99K
|
34.6K
$809K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
101+ 0.91% |
$2.34K - $2.38K
|
11.2K
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
95+ 0.94% |
$2.2K - $2.24K
|
10.2K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
67New |
$1.55K - $1.58K
|
67
$1.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 1.18% |
$717 - $730
|
2.65K
$62K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.18% |
$231 - $235
|
855
$20K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.14% |
$208 - $212
|
799
$18.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-16- 1.07% |
$370 - $377
|
1.49K
$34.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-156- 0.42% |
$3.61K - $3.67K
|
37K
$865K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-277- 0.4% |
$6.41K - $6.52K
|
69.1K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-401- 1.37% |
$9.28K - $9.44K
|
28.8K
$672K
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-404- 0.97% |
$9.34K - $9.51K
|
41.1K
$960K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-520- 12.38% |
$12K - $12.2K
|
3.68K
$86K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-804- 5.36% |
$18.6K - $18.9K
|
14.2K
$332K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-821- 0.89% |
$19K - $19.3K
|
91.7K
$2.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-875- 0.67% |
$20.2K - $20.6K
|
130K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-994- 3.0% |
$23K - $23.4K
|
32.1K
$750K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.48K- 5.62% |
$34.1K - $34.7K
|
24.8K
$578K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.49K- 12.36% |
$80.7K - $82.2K
|
24.7K
$578K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.08K- 30.81% |
$117K - $119K
|
11.4K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.65K- 5.81% |
$131K - $133K
|
91.5K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.05K- 28.25% |
$163K - $166K
|
17.9K
$418K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.55K- 46.25% |
$175K - $178K
|
8.78K
$205K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-9.25K- 22.63% |
$214K - $218K
|
31.6K
$739K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-9.61K- 3.78% |
$222K - $226K
|
244K
$5.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.6K- 2.36% |
$337K - $343K
|
602K
$14.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.7K- 31.15% |
$432K - $440K
|
41.3K
$965K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 85.72% |
$671K - $683K
|
4.83K
$113K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-47.6K- 2.67% |
$1.1M - $1.12M
|
1.73M
$40.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66.8K- 38.05% |
$1.55M - $1.57M
|
109K
$2.54M
|