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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.45MNew |
$32.9M - $34M
|
1.45M
$33.3M
|
|
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
$62M
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
232K+ 6.36% |
$5.28M - $5.45M
|
3.89M
$89.2M
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
228K+ 2658.03% |
$5.17M - $5.34M
|
236K
$5.42M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
205K+ 34.02% |
$4.66M - $4.81M
|
808K
$18.5M
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
155KNew |
$3.51M - $3.63M
|
155K
$3.55M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
142K+ 30.8% |
$3.23M - $3.34M
|
604K
$13.9M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
117K+ 73.07% |
$2.65M - $2.74M
|
276K
$6.34M
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
110KNew |
$2.49M - $2.57M
|
110K
$2.52M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
99.8K+ 101.21% |
$2.27M - $2.34M
|
198K
$4.55M
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
80.6K+ 151.35% |
$1.83M - $1.89M
|
134K
$3.07M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
75.4KNew |
$1.71M - $1.77M
|
75.4K
$1.73M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
73.5KNew |
$1.67M - $1.73M
|
73.5K
$1.69M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
70.7K+ 21.95% |
$1.6M - $1.66M
|
392K
$9.01M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
70.5K+ 179.54% |
$1.6M - $1.65M
|
110K
$2.52M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70.3K+ 5.8% |
$1.6M - $1.65M
|
1.28M
$29.4M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.8K+ 23.35% |
$1.45M - $1.5M
|
337K
$7.74M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
55.9KNew |
$1.27M - $1.31M
|
55.9K
$1.28M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
55.8K+ 630.5% |
$1.27M - $1.31M
|
64.6K
$1.48M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
47.3K+ 279.72% |
$1.07M - $1.11M
|
64.2K
$1.47M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46.6K+ 58.57% |
$1.06M - $1.09M
|
126K
$2.9M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.9K+ 98.05% |
$952K - $983K
|
84.6K
$1.94M
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$927K - $958K
|
40.8K
$937K
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
40.7KNew |
$924K - $955K
|
40.7K
$934K
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.7KNew |
$901K - $931K
|
39.7K
$910K
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
38.8KNew |
$882K - $912K
|
38.8K
$891K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
30.2KNew |
$685K - $708K
|
30.2K
$693K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.7K+ 19.89% |
$652K - $674K
|
173K
$3.97M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.7K+ 284.3% |
$560K - $579K
|
33.3K
$765K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 33.41% |
$526K - $543K
|
92.5K
$2.12M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$492K - $509K
|
21.7K
$498K
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
21.7K+ 7.08% |
$492K - $508K
|
328K
$7.52M
|
|
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
$435K
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
17.4K+ 24.08% |
$396K - $409K
|
89.7K
$2.06M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.2K+ 13.06% |
$390K - $403K
|
149K
$3.41M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
16.9KNew |
$384K - $397K
|
16.9K
$388K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
16K+ 112.78% |
$364K - $376K
|
30.2K
$693K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.4KNew |
$328K - $339K
|
14.4K
$331K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.1K+ 27.16% |
$321K - $332K
|
66.2K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.4K+ 27.89% |
$304K - $314K
|
61.4K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3KNew |
$302K - $313K
|
13.3K
$306K
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$285K - $295K
|
12.6K
$288K
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 5.88% |
$253K - $261K
|
200K
$4.6M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10.7K+ 3.1% |
$242K - $250K
|
355K
$8.15M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.3K+ 5.52% |
$234K - $242K
|
197K
$4.53M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.3K+ 9.04% |
$233K - $241K
|
124K
$2.84M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.84K+ 19.92% |
$223K - $231K
|
59.2K
$1.36M
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
9.47K+ 38.32% |
$215K - $222K
|
34.2K
$785K
|