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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 18.19% |
$379K - $385K
|
106K
$2.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 738.47% |
$333K - $339K
|
16.4K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8K+ 3.38% |
$185K - $188K
|
245K
$5.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
2.88K+ 4.82% |
$66.5K - $67.7K
|
62.5K
$1.46M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.5K
|
1K
$23.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
253KNew |
$5.86M - $5.96M
|
253K
$5.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.94K+ 44.41% |
$114K - $116K
|
16.1K
$375K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-18.7K- 31.15% |
$432K - $440K
|
41.3K
$965K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10.3K+ 6.24% |
$238K - $242K
|
175K
$4.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.18% |
$231 - $235
|
855
$20K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
49.4K+ 25.64% |
$1.14M - $1.16M
|
242K
$5.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-9.25K- 22.63% |
$214K - $218K
|
31.6K
$739K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.1K+ 8.08% |
$164K - $167K
|
95K
$2.22M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
14.4K+ 27.49% |
$334K - $340K
|
66.9K
$1.56M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
46.2K+ 38.13% |
$1.07M - $1.09M
|
167K
$3.91M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
99.2K+ 23.77% |
$2.29M - $2.33M
|
516K
$12.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-229K- 15.04% |
$5.3M - $5.39M
|
1.29M
$30.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
17.7K+ 7.26% |
$409K - $416K
|
261K
$6.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-29K- 85.72% |
$671K - $683K
|
4.83K
$113K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.2K+ 5.52% |
$50.9K - $51.8K
|
42K
$982K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.3K- 8.03% |
$211K - $217K
|
107K
$2.49M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.8K+ 3.33% |
$1.36M - $1.4M
|
1.86M
$43.3M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-411- 2.38% |
$9.33K - $9.59K
|
16.9K
$394K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-110K- 90.28% |
$2.49M - $2.56M
|
11.8K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.14K+ 47.09% |
$185K - $190K
|
25.4K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
386New |
$8.76K - $9.01K
|
386
$9.02K
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
395KNew |
$8.97M - $9.22M
|
395K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.1KNew |
$593K - $610K
|
26.1K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 46.81% |
$272K - $280K
|
13.6K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.7K- 16.04% |
$38.6K - $39.7K
|
8.9K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$344K - $353K
|
15.2K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
837New |
$19K - $19.5K
|
837
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
BUY
|
- |
4.5K+ 6.05% |
$102K - $105K
|
78.8K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
4.38K+ 12.82% |
$99.5K - $102K
|
38.6K
$901K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.72KNew |
$39K - $40.1K
|
1.72K
$40.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.3K+ 4.81% |
$29.6K - $30.4K
|
28.4K
$664K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7KNew |
$159K - $163K
|
7K
$164K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.89K+ 1.24% |
$88.3K - $90.7K
|
317K
$7.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09KNew |
$24.8K - $25.5K
|
1.09K
$25.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.61K+ 1.38% |
$218K - $224K
|
707K
$16.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-15- 0.13% |
$341 - $350
|
11.1K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
682New |
$15.5K - $15.9K
|
682
$15.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15.6KNew |
$354K - $364K
|
15.6K
$365K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
820+ 6.62% |
$18.6K - $19.1K
|
13.2K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
151New |
$3.43K - $3.52K
|
151
$3.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 0.76% |
$976 - $1K
|
5.69K
$133K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.65KNew |
$196K - $202K
|
8.65K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.8K+ 5.26% |
$291K - $300K
|
257K
$6M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
400+ 45.71% |
$9.08K - $9.33K
|
1.28K
$29.8K
|
|