Latest Institutional Purchases of Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Ter (IBDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
1.1M+ 56.06% |
$25.5M - $25.9M
|
3.07M
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01MNew |
$23.4M - $23.8M
|
1.01M
$23.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
826KNew |
$19.1M - $19.4M
|
826K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
738K+ 26.37% |
$17.1M - $17.4M
|
3.54M
$82.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
587K+ 13.02% |
$13.6M - $13.8M
|
5.1M
$119M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
449K+ 7.05% |
$10.4M - $10.6M
|
6.81M
$159M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414K+ 8.23% |
$9.58M - $9.75M
|
5.44M
$127M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
387KNew |
$8.96M - $9.12M
|
387K
$9.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
253KNew |
$5.86M - $5.96M
|
253K
$5.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
250K+ 7.73% |
$5.79M - $5.9M
|
3.49M
$81.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
248K+ 21.34% |
$5.74M - $5.84M
|
1.41M
$32.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
244K+ 132.19% |
$5.65M - $5.75M
|
429K
$10M
|
|
|
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
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
235K+ 14.78% |
$5.44M - $5.54M
|
1.83M
$42.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
203K+ 4.54% |
$4.69M - $4.77M
|
4.67M
$109M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185K+ 10.01% |
$4.28M - $4.36M
|
2.04M
$47.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 8.82% |
$3.05M - $3.11M
|
1.63M
$38M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
130K+ 14.25% |
$3.01M - $3.06M
|
1.04M
$24.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
122K+ 32.44% |
$2.83M - $2.88M
|
500K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
120K+ 13.97% |
$2.76M - $2.81M
|
975K
$22.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 10.68% |
$2.52M - $2.56M
|
1.13M
$26.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108K+ 26.9% |
$2.51M - $2.55M
|
512K
$12M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
99.2K+ 23.77% |
$2.29M - $2.33M
|
516K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
93.4K+ 9.89% |
$2.16M - $2.2M
|
1.04M
$24.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
87.8KNew |
$2.03M - $2.07M
|
87.8K
$2.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
84.5KNew |
$1.95M - $1.99M
|
84.5K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
83.1K+ 32.71% |
$1.92M - $1.96M
|
337K
$7.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
80K+ 15.63% |
$1.85M - $1.88M
|
592K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
75.3K+ 5.59% |
$1.74M - $1.77M
|
1.42M
$33.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
75.1K+ 8.04% |
$1.74M - $1.77M
|
1.01M
$23.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
74.7K+ 9.41% |
$1.73M - $1.76M
|
869K
$20.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
73.2KNew |
$1.69M - $1.72M
|
73.2K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.8K+ 231.66% |
$1.59M - $1.62M
|
98.5K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.6K+ 2.66% |
$1.59M - $1.61M
|
2.64M
$61.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
67.4K+ 82.82% |
$1.56M - $1.59M
|
149K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
66KNew |
$1.53M - $1.55M
|
66K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
62.8K+ 20.65% |
$1.45M - $1.48M
|
367K
$8.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
54.5K+ 19.67% |
$1.26M - $1.28M
|
332K
$7.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.4K+ 5.02% |
$1.23M - $1.26M
|
1.12M
$26.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50.1K+ 60.31% |
$1.16M - $1.18M
|
133K
$3.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
49.4K+ 25.64% |
$1.14M - $1.16M
|
242K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
47.7KNew |
$1.1M - $1.12M
|
47.7K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
46.2K+ 38.13% |
$1.07M - $1.09M
|
167K
$3.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
45.3K+ 36.3% |
$1.05M - $1.07M
|
170K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.6K+ 64.43% |
$1.03M - $1.05M
|
114K
$2.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
43.6K+ 37.91% |
$1.01M - $1.03M
|
159K
$3.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
43.3K+ 2.49% |
$1M - $1.02M
|
1.78M
$41.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43K+ 12.37% |
$995K - $1.01M
|
391K
$9.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
43K+ 2.98% |
$994K - $1.01M
|
1.49M
$34.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
39.1K+ 108.76% |
$903K - $919K
|
75K
$1.75M
|
|