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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 1.15% |
$114 - $117
|
440
$10.3K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.13K+ 18.92% |
$185K - $190K
|
51.1K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.26K+ 9.59% |
$96.7K - $99.4K
|
48.7K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31New |
$704 - $723
|
31
$724
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.75KNew |
$199K - $204K
|
8.75K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.7K+ 8.57% |
$152K - $156K
|
84.8K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$949K - $976K
|
41.8K
$977K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-165- 0.73% |
$3.75K - $3.85K
|
22.5K
$525K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
883New |
$20K - $20.6K
|
883
$20.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
542+ 2.9% |
$12.3K - $12.6K
|
19.3K
$450K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
71New |
$1.61K - $1.64K
|
71
$1.66K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.57K+ 13.12% |
$35.5K - $36.4K
|
13.6K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
145KNew |
$3.27M - $3.35M
|
145K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
826New |
$18.7K - $19.1K
|
826
$19.3K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.3K- 70.31% |
$1.14M - $1.16M
|
21.3K
$497K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
2.1K+ 3.41% |
$47.4K - $48.5K
|
63.5K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
6.74K+ 38.27% |
$152K - $156K
|
24.3K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.62K- 3.31% |
$36.6K - $37.4K
|
47.3K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.9K+ 4.59% |
$247K - $253K
|
249K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.98K- 8.03% |
$44.7K - $45.8K
|
22.7K
$529K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 23.48% |
$90.6K - $92.8K
|
21.1K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.11K+ 6.44% |
$25.1K - $25.7K
|
18.4K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
160KNew |
$3.62M - $3.7M
|
160K
$3.74M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-570- 1.71% |
$12.9K - $13.2K
|
32.8K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.92KNew |
$202K - $206K
|
8.92K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
732New |
$16.6K - $16.9K
|
732
$17.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$52K - $53.2K
|
2.3K
$53.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-70- 11.67% |
$1.58K - $1.62K
|
530
$12.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
865+ 11.49% |
$19.6K - $20K
|
8.39K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
22.4K+ 12.76% |
$507K - $519K
|
198K
$4.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9.08KNew |
$205K - $210K
|
9.08K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
38.9K+ 63.27% |
$878K - $899K
|
100K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.1K+ 50.21% |
$24.8K - $25.3K
|
3.28K
$76.5K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
69.6KNew |
$1.58M - $1.63M
|
69.6K
$1.63M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.2KNew |
$209K - $216K
|
9.2K
$215K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.13KNew |
$207K - $214K
|
9.13K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.1K+ 33.63% |
$978K - $1.01M
|
171K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
103New |
$2.34K - $2.42K
|
103
$2.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.08K- 27.48% |
$115K - $119K
|
13.4K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.17K+ 8.2% |
$26.6K - $27.5K
|
15.4K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
225+ 7.24% |
$5.11K - $5.28K
|
3.33K
$77.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
86New |
$1.95K - $2.02K
|
86
$2.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
245+ 20.25% |
$5.56K - $5.75K
|
1.46K
$34K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.92KNew |
$88.9K - $91.9K
|
3.92K
$91.5K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$492K - $509K
|
21.7K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-46.9K- 99.31% |
$1.07M - $1.1M
|
325
$7.59K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.08KNew |
$47.2K - $48.8K
|
2.08K
$48.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.4KNew |
$328K - $339K
|
14.4K
$337K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.13K+ 3.3% |
$185K - $191K
|
255K
$5.95M
|
|
| Q3 2024 | |||||||
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-534KClosed |
$12M - $12.6M
|
0
$0
|
|