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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
558+ 2.69% |
$12.9K - $13.1K
|
21.3K
$497K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
530+ 2.1% |
$12.3K - $12.5K
|
25.8K
$603K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
472+ 0.12% |
$10.9K - $11.1K
|
384K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
350+ 2.97% |
$8.1K - $8.24K
|
12.1K
$284K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
311+ 2.52% |
$7.19K - $7.32K
|
12.6K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
256+ 2.29% |
$5.92K - $6.03K
|
11.4K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
244+ 0.1% |
$5.64K - $5.74K
|
247K
$5.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
183+ 14.11% |
$4.23K - $4.31K
|
1.48K
$34.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
162New |
$3.75K - $3.81K
|
162
$3.78K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
159+ 1.16% |
$3.68K - $3.74K
|
13.8K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
157+ 0.21% |
$3.63K - $3.7K
|
75.2K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
132+ 7.03% |
$3.05K - $3.11K
|
2.01K
$46.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
127+ 0.37% |
$2.94K - $2.99K
|
34.6K
$809K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
101+ 0.91% |
$2.34K - $2.38K
|
11.2K
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
95+ 0.94% |
$2.2K - $2.24K
|
10.2K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
67New |
$1.55K - $1.58K
|
67
$1.57K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 1.18% |
$717 - $730
|
2.65K
$62K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
24+ 8.92% |
$555 - $565
|
293
$6.84K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.18% |
$231 - $235
|
855
$20K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.14% |
$208 - $212
|
799
$18.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 1.03% |
$162 - $165
|
689
$16.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.04% |
$23.1 - $23.5
|
2.72K
$63.6K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
395KNew |
$8.97M - $9.22M
|
395K
$9.23M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.8K+ 3.33% |
$1.36M - $1.4M
|
1.86M
$43.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
41.8KNew |
$949K - $976K
|
41.8K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
26.1KNew |
$593K - $610K
|
26.1K
$611K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15.6KNew |
$354K - $364K
|
15.6K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15.2KNew |
$344K - $353K
|
15.2K
$354K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
12.8K+ 5.26% |
$291K - $300K
|
257K
$6M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
9.61K+ 1.38% |
$218K - $224K
|
707K
$16.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
8.75KNew |
$199K - $204K
|
8.75K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.65KNew |
$196K - $202K
|
8.65K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.14K+ 47.09% |
$185K - $190K
|
25.4K
$594K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.13K+ 18.92% |
$185K - $190K
|
51.1K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7KNew |
$159K - $163K
|
7K
$164K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.7K+ 8.57% |
$152K - $156K
|
84.8K
$1.98M
|
|
|
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
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.26K+ 9.59% |
$96.7K - $99.4K
|
48.7K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.89K+ 1.24% |
$88.3K - $90.7K
|
317K
$7.42M
|
|
|
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
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.3K+ 4.81% |
$29.6K - $30.4K
|
28.4K
$664K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.09KNew |
$24.8K - $25.5K
|
1.09K
$25.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
883New |
$20K - $20.6K
|
883
$20.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
837New |
$19K - $19.5K
|
837
$19.6K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
820+ 6.62% |
$18.6K - $19.1K
|
13.2K
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
682New |
$15.5K - $15.9K
|
682
$15.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
542+ 2.9% |
$12.3K - $12.6K
|
19.3K
$450K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
400+ 45.71% |
$9.08K - $9.33K
|
1.28K
$29.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
386New |
$8.76K - $9.01K
|
386
$9.02K
|
|