Latest Institutional Transactions on Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Ter (IBDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
241K+ 16778.2% |
$5.42M - $5.68M
|
242K
$5.52M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
269New |
$6.06K - $6.34K
|
269
$6.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
140+ 0.19% |
$3.15K - $3.3K
|
74.8K
$1.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.9K+ 2.98% |
$178K - $186K
|
273K
$6.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 8.12% |
$43.9K - $46K
|
26K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103K+ 38.66% |
$2.32M - $2.43M
|
370K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
108K+ 2.4% |
$2.42M - $2.54M
|
4.59M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
984K+ 686.75% |
$22.2M - $23.2M
|
1.13M
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-791K- 23.65% |
$17.8M - $18.6M
|
2.55M
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
832+ 3.27% |
$18.7K - $19.6K
|
26.3K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
518K+ 131.45% |
$11.7M - $12.2M
|
912K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30K+ 2.42% |
$674K - $706K
|
1.27M
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.11K+ 28.89% |
$160K - $168K
|
31.7K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.2KNew |
$319K - $334K
|
14.2K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.26K+ 247.53% |
$95.9K - $100K
|
5.98K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
12.4K+ 1.97% |
$280K - $293K
|
644K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.7K+ 8.53% |
$985K - $1.03M
|
556K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
158K+ 15.68% |
$3.56M - $3.73M
|
1.17M
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 6.89% |
$4M - $4.18M
|
2.76M
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
10.4KNew |
$234K - $245K
|
10.4K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$1.66M - $1.74M
|
73.7K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10.2KNew |
$231K - $242K
|
10.2K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.05K+ 19.45% |
$181K - $190K
|
49.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
291K+ 793.75% |
$6.56M - $6.87M
|
328K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.8KNew |
$334K - $350K
|
14.8K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
34.8K+ 3.83% |
$783K - $819K
|
942K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.02K+ 18.26% |
$45.4K - $47.6K
|
13.1K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.3K+ 10.73% |
$367K - $384K
|
168K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.85K+ 7.66% |
$222K - $232K
|
138K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
25.2K+ 3.41% |
$567K - $594K
|
763K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.01M+ 3560.98% |
$22.7M - $23.8M
|
1.04M
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.5K+ 2.67% |
$889K - $931K
|
1.52M
$34.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
34.5KNew |
$776K - $812K
|
34.5K
$786K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-60- 4.33% |
$1.35K - $1.41K
|
1.33K
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.47K+ 19.55% |
$55.7K - $58.3K
|
15.1K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
230+ 0.41% |
$5.18K - $5.42K
|
57K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.25K- 36.0% |
$50.6K - $53K
|
4K
$91.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
65.2K+ 51.13% |
$1.47M - $1.54M
|
193K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.6KNew |
$216K - $226K
|
9.6K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.7K+ 57.48% |
$758K - $794K
|
92.3K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43K+ 22.83% |
$969K - $1.01M
|
232K
$5.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 25.72% |
$5.4M - $5.66M
|
1.17M
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 3.09% |
$53.9K - $56.4K
|
80K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.43K+ 3.2% |
$99.7K - $104K
|
143K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.9K+ 3.69% |
$42.7K - $44.7K
|
53.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
174K+ 34.52% |
$3.91M - $4.09M
|
676K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.1K+ 91.43% |
$2.07M - $2.17M
|
193K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
148K+ 47.15% |
$3.33M - $3.49M
|
462K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
57.1K+ 74.68% |
$1.29M - $1.35M
|
134K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.75K+ 42.27% |
$197K - $206K
|
29.5K
$671K
|