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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
37.9K+ 134.0% |
$876K - $891K
|
66.1K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.93K+ 1.73% |
$44.6K - $45.4K
|
114K
$2.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.17KNew |
$212K - $216K
|
9.17K
$214K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
11.3K+ 11.67% |
$262K - $266K
|
108K
$2.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
558+ 2.69% |
$12.9K - $13.1K
|
21.3K
$497K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.61K+ 58.63% |
$130K - $132K
|
15.2K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$258K - $262K
|
11.1K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
45.3K+ 36.3% |
$1.05M - $1.07M
|
170K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 10.01% |
$4.28M - $4.36M
|
2.04M
$47.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 0.65% |
$28.6K - $29.1K
|
190K
$4.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
20.6K+ 44.77% |
$475K - $484K
|
66.5K
$1.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
25.4K+ 87.54% |
$587K - $597K
|
54.3K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 2.07% |
$257K - $262K
|
548K
$12.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
29K+ 21.74% |
$671K - $683K
|
162K
$3.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.1M+ 56.06% |
$25.5M - $25.9M
|
3.07M
$71.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350+ 2.97% |
$8.1K - $8.24K
|
12.1K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
579+ 5.5% |
$13.4K - $13.6K
|
11.1K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 13.52% |
$25.3K - $25.8K
|
9.18K
$215K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.75K- 1.83% |
$86.7K - $88.3K
|
202K
$4.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
256+ 2.29% |
$5.92K - $6.03K
|
11.4K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
120K+ 13.97% |
$2.76M - $2.81M
|
975K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.1K+ 21.98% |
$672K - $684K
|
161K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.71K+ 22.89% |
$155K - $158K
|
36K
$841K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50.1K+ 60.31% |
$1.16M - $1.18M
|
133K
$3.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-36.1K- 1.02% |
$834K - $849K
|
3.5M
$81.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
5.07K+ 26.94% |
$117K - $119K
|
23.9K
$558K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.25K- 5.47% |
$28.8K - $29.3K
|
21.5K
$503K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
26.3K+ 208.64% |
$608K - $619K
|
38.9K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
242K+ 54.26% |
$5.6M - $5.7M
|
688K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.2K+ 4.38% |
$258K - $263K
|
267K
$6.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
708+ 1.09% |
$16.4K - $16.7K
|
65.6K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.09K+ 26.99% |
$141K - $143K
|
28.7K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414K+ 8.23% |
$9.58M - $9.75M
|
5.44M
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
47.7KNew |
$1.1M - $1.12M
|
47.7K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.32K+ 15.4% |
$99.9K - $102K
|
32.4K
$756K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.1K+ 32.71% |
$1.92M - $1.96M
|
337K
$7.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
235K+ 14.78% |
$5.44M - $5.54M
|
1.83M
$42.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.1K+ 7.61% |
$767K - $780K
|
469K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
66KNew |
$1.53M - $1.55M
|
66K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.58K+ 20.26% |
$106K - $108K
|
27.2K
$635K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.61K+ 17.97% |
$83.5K - $85K
|
23.7K
$554K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
93.4K+ 9.89% |
$2.16M - $2.2M
|
1.04M
$24.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
311+ 2.52% |
$7.19K - $7.32K
|
12.6K
$295K
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
8.54KNew |
$198K - $201K
|
8.54K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
387KNew |
$8.96M - $9.12M
|
387K
$9.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.83K+ 7.54% |
$42.4K - $43.1K
|
26.1K
$611K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
2.63K+ 16.33% |
$60.8K - $61.8K
|
18.7K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16K+ 33.17% |
$370K - $377K
|
64.2K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.02K+ 3.85% |
$46.7K - $47.5K
|
54.3K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
530+ 2.1% |
$12.3K - $12.5K
|
25.8K
$603K
|
|