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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.11K+ 29.27% |
$161K - $167K
|
31.4K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
33.5K+ 12.28% |
$761K - $786K
|
306K
$7.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.79K- 0.27% |
$40.6K - $41.9K
|
671K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
123+ 0.5% |
$2.79K - $2.89K
|
24.6K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.96K+ 63.17% |
$203K - $210K
|
23.1K
$535K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
76.7K+ 33.95% |
$1.74M - $1.8M
|
302K
$7M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.6K+ 48.78% |
$195K - $202K
|
26.2K
$607K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 135.05% |
$293K - $302K
|
22.4K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.7K+ 19.89% |
$652K - $674K
|
173K
$4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
99.8K+ 101.21% |
$2.27M - $2.34M
|
198K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.04K+ 5.32% |
$160K - $165K
|
139K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.7K+ 284.3% |
$560K - $579K
|
33.3K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-450- 3.96% |
$10.2K - $10.6K
|
10.9K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.83K+ 4.29% |
$132K - $137K
|
142K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-17.1K- 5.96% |
$387K - $400K
|
269K
$6.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.46K- 16.67% |
$78.5K - $81.1K
|
17.3K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
42.1K+ 31.55% |
$957K - $989K
|
176K
$4.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.21K+ 34.52% |
$209K - $216K
|
35.9K
$830K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.52K- 2.55% |
$57.3K - $59.2K
|
96.3K
$2.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
73.5KNew |
$1.67M - $1.73M
|
73.5K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
38.8KNew |
$882K - $912K
|
38.8K
$898K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 7.24% |
$5.11K - $5.28K
|
3.33K
$77.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46.6K+ 58.57% |
$1.06M - $1.09M
|
126K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.24K+ 22.56% |
$50.8K - $52.5K
|
12.2K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
700+ 1.0% |
$15.9K - $16.4K
|
70.9K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.45MNew |
$32.9M - $34M
|
1.45M
$33.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.51K+ 4.86% |
$102K - $106K
|
97.4K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
674+ 1.96% |
$15.3K - $15.8K
|
35.1K
$813K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.3K+ 5.52% |
$234K - $242K
|
197K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
717New |
$16.3K - $16.8K
|
717
$16.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
59+ 0.19% |
$1.34K - $1.38K
|
30.9K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
86New |
$1.95K - $2.02K
|
86
$1.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70.3K+ 5.8% |
$1.6M - $1.65M
|
1.28M
$29.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.84KNew |
$41.8K - $43.2K
|
1.84K
$42.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.3K+ 9.04% |
$233K - $241K
|
124K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.84K+ 19.92% |
$223K - $231K
|
59.2K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
21.7K+ 7.08% |
$492K - $508K
|
328K
$7.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.15K+ 5.01% |
$162K - $168K
|
150K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
80.6K+ 151.35% |
$1.83M - $1.89M
|
134K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12+ 1.57% |
$273 - $282
|
774
$17.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
129+ 0.75% |
$2.93K - $3.03K
|
17.4K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.02K- 11.06% |
$137K - $141K
|
48.5K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
47.3K+ 279.72% |
$1.07M - $1.11M
|
64.2K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 0.02% |
$45.4 - $46.9
|
11.3K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.1K+ 27.16% |
$321K - $332K
|
66.2K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.54K+ 5.38% |
$194K - $200K
|
167K
$3.87M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.6K- 9.27% |
$628K - $649K
|
270K
$6.25M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
40.7KNew |
$924K - $955K
|
40.7K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 16.1% |
$53.8K - $55.6K
|
17.1K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
55.8K+ 630.5% |
$1.27M - $1.31M
|
64.6K
$1.5M
|