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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
49.1K+ 25.5% |
$1.12M - $1.15M
|
242K
$5.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
47.3K+ 279.72% |
$1.07M - $1.11M
|
64.2K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
46.6K+ 58.57% |
$1.06M - $1.09M
|
126K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
43.1K+ 33.63% |
$978K - $1.01M
|
171K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
42.5KNew |
$966K - $998K
|
42.5K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42.2K+ 21.89% |
$959K - $991K
|
235K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
42.1K+ 31.55% |
$957K - $989K
|
176K
$4.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
41.9K+ 98.05% |
$952K - $983K
|
84.6K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
41.6K+ 52.19% |
$944K - $976K
|
121K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
40.8KNew |
$927K - $958K
|
40.8K
$944K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
40.7KNew |
$924K - $955K
|
40.7K
$941K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
40.5K+ 5.99% |
$920K - $951K
|
717K
$16.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
39.7KNew |
$901K - $931K
|
39.7K
$917K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
38.8KNew |
$882K - $912K
|
38.8K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
34.3K+ 4.49% |
$778K - $805K
|
797K
$18.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
33.5K+ 12.28% |
$761K - $786K
|
306K
$7.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
31.3K+ 91.95% |
$711K - $734K
|
65.3K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
30.2KNew |
$685K - $708K
|
30.2K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
29.6KNew |
$673K - $696K
|
29.6K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.7K+ 19.89% |
$652K - $674K
|
173K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.7K+ 2.28% |
$583K - $603K
|
1.15M
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 104.02% |
$562K - $581K
|
48.5K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
24.7K+ 284.3% |
$560K - $579K
|
33.3K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.5K+ 16.99% |
$534K - $552K
|
162K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 33.41% |
$526K - $543K
|
92.5K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
22.7KNew |
$514K - $532K
|
22.7K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
21.9K+ 3.65% |
$496K - $513K
|
620K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$492K - $509K
|
21.7K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
21.7K+ 7.08% |
$492K - $508K
|
328K
$7.58M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.5K+ 40.34% |
$489K - $506K
|
74.9K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20.6K+ 38.43% |
$468K - $483K
|
74.2K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.3K+ 67.42% |
$438K - $453K
|
47.9K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19KNew |
$431K - $445K
|
19K
$439K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
17.4K+ 24.08% |
$396K - $409K
|
89.7K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
17.2K+ 13.06% |
$390K - $403K
|
149K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
16.9KNew |
$384K - $397K
|
16.9K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
16.2K+ 28.41% |
$368K - $380K
|
73.2K
$1.69M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
16K+ 112.78% |
$364K - $376K
|
30.2K
$699K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
15.6K+ 8.25% |
$353K - $365K
|
204K
$4.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
14.4KNew |
$328K - $339K
|
14.4K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.1K+ 27.16% |
$321K - $332K
|
66.2K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
13.6K+ 6.22% |
$308K - $318K
|
232K
$5.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.4K+ 27.89% |
$304K - $314K
|
61.4K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3KNew |
$302K - $313K
|
13.3K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.9K+ 135.05% |
$293K - $302K
|
22.4K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$285K - $295K
|
12.6K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 2532.3% |
$279K - $289K
|
12.8K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
11.9KNew |
$270K - $279K
|
11.9K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
11.7K+ 2.48% |
$266K - $275K
|
485K
$11.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 5.88% |
$253K - $261K
|
200K
$4.64M
|