Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
744K+ 1091.54% |
$16.9M - $17.5M
|
812K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
324K+ 13.61% |
$7.35M - $7.59M
|
2.7M
$61.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
228K+ 2658.03% |
$5.17M - $5.34M
|
236K
$5.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
205K+ 34.02% |
$4.66M - $4.81M
|
808K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
117K+ 73.07% |
$2.65M - $2.74M
|
276K
$6.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
110KNew |
$2.49M - $2.57M
|
110K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
75.4KNew |
$1.71M - $1.77M
|
75.4K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.7K+ 21.95% |
$1.6M - $1.66M
|
392K
$8.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
55.9KNew |
$1.27M - $1.31M
|
55.9K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.9K+ 98.05% |
$952K - $983K
|
84.6K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$927K - $958K
|
40.8K
$933K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.7KNew |
$901K - $931K
|
39.7K
$906K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
30.2KNew |
$685K - $708K
|
30.2K
$690K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 33.41% |
$526K - $543K
|
92.5K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.6K+ 38.43% |
$468K - $483K
|
74.2K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19KNew |
$431K - $445K
|
19K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
17.4K+ 24.08% |
$396K - $409K
|
89.7K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.2K+ 13.06% |
$390K - $403K
|
149K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
16.9KNew |
$384K - $397K
|
16.9K
$386K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
16K+ 112.78% |
$364K - $376K
|
30.2K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.4KNew |
$328K - $339K
|
14.4K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.4K+ 27.89% |
$304K - $314K
|
61.4K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3KNew |
$302K - $313K
|
13.3K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$285K - $295K
|
12.6K
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 5.88% |
$253K - $261K
|
200K
$4.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10.7K+ 3.1% |
$242K - $250K
|
355K
$8.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.99K+ 23.74% |
$204K - $211K
|
46.8K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.33K+ 2.3% |
$189K - $196K
|
370K
$8.45M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.13K+ 3.3% |
$185K - $191K
|
255K
$5.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.84K+ 12.88% |
$178K - $184K
|
68.7K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.73K+ 16.47% |
$130K - $135K
|
40.6K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.66K+ 27.64% |
$128K - $133K
|
26.1K
$597K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.83K+ 24.83% |
$110K - $113K
|
24.3K
$554K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.08K+ 3.49% |
$92.6K - $95.7K
|
121K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.92K+ 10.18% |
$89K - $92K
|
42.4K
$969K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.31K+ 513.33% |
$52.5K - $54.2K
|
2.76K
$63.1K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08KNew |
$47.2K - $48.8K
|
2.08K
$47.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.21KNew |
$27.5K - $28.4K
|
1.21K
$27.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.05K+ 2.24% |
$23.9K - $24.7K
|
48.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
762New |
$17.3K - $17.9K
|
762
$17.4K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
470+ 3.23% |
$10.7K - $11K
|
15K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
243+ 1.6% |
$5.52K - $5.7K
|
15.4K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.6% |
$295 - $305
|
828
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
7+ 1.65% |
$159 - $164
|
432
$9.87K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-881- 0.62% |
$20K - $20.7K
|
142K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.63K- 2.86% |
$37K - $38.2K
|
55.4K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 4.03% |
$53.8K - $55.6K
|
56.3K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.11K- 4.12% |
$161K - $167K
|
166K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7.33K- 17.34% |
$166K - $172K
|
34.9K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.25K- 9.32% |
$187K - $194K
|
80.3K
$1.83M
|