Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10.7K+ 3.6% |
$244K - $252K
|
309K
$7.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10.7K+ 3.1% |
$242K - $250K
|
355K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10.6KNew |
$241K - $249K
|
10.6K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.3K+ 5.52% |
$234K - $242K
|
197K
$4.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.3KNew |
$234K - $242K
|
10.3K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.3K+ 9.04% |
$233K - $241K
|
124K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
9.94K+ 37.83% |
$226K - $233K
|
36.2K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.84K+ 19.92% |
$223K - $231K
|
59.2K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
9.47K+ 38.32% |
$215K - $222K
|
34.2K
$790K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.21K+ 34.52% |
$209K - $216K
|
35.9K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.15K+ 31.07% |
$208K - $215K
|
38.6K
$892K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.13KNew |
$207K - $214K
|
9.13K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.99K+ 23.74% |
$204K - $211K
|
46.8K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.96K+ 63.17% |
$203K - $210K
|
23.1K
$534K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
8.94K+ 26.38% |
$203K - $210K
|
42.8K
$990K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
8.78K+ 3.83% |
$199K - $206K
|
238K
$5.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.6K+ 48.78% |
$195K - $202K
|
26.2K
$606K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.54K+ 5.38% |
$194K - $200K
|
167K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.34K+ 2.82% |
$189K - $196K
|
304K
$7.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.33K+ 2.3% |
$189K - $196K
|
370K
$8.54M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
8.13K+ 3.3% |
$185K - $191K
|
255K
$5.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.84K+ 12.88% |
$178K - $184K
|
68.7K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
7.8KNew |
$177K - $183K
|
7.8K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7.15K+ 5.01% |
$162K - $168K
|
150K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.11K+ 29.27% |
$161K - $167K
|
31.4K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.04K+ 5.32% |
$160K - $165K
|
139K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.02K+ 4.17% |
$159K - $165K
|
175K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.6KNew |
$150K - $155K
|
6.6K
$152K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.5K+ 1.64% |
$148K - $153K
|
403K
$9.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6K+ 2.05% |
$136K - $141K
|
298K
$6.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.83K+ 4.29% |
$132K - $137K
|
142K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.73K+ 16.47% |
$130K - $135K
|
40.6K
$937K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.66K+ 27.64% |
$128K - $133K
|
26.1K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.52K+ 30.34% |
$125K - $129K
|
23.7K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.51K+ 42.17% |
$125K - $129K
|
18.6K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.83K+ 24.83% |
$110K - $113K
|
24.3K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.63K+ 2.03% |
$105K - $109K
|
232K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.51K+ 4.86% |
$102K - $106K
|
97.4K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.41K+ 34.23% |
$100K - $103K
|
17.3K
$399K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
4.08K+ 3.49% |
$92.6K - $95.7K
|
121K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.92K+ 10.18% |
$89K - $92K
|
42.4K
$980K
|
|
|
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
$90.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.8K+ 33.19% |
$86.3K - $89.2K
|
15.3K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.12K+ 20.64% |
$70.9K - $73.2K
|
18.2K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.11KNew |
$70.7K - $73.1K
|
3.11K
$71.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3K+ 24.01% |
$68.1K - $70.4K
|
15.5K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 3.7% |
$67.3K - $69.5K
|
83K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.93K+ 2.53% |
$66.4K - $68.6K
|
119K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 16.1% |
$53.8K - $55.6K
|
17.1K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.31K+ 513.33% |
$52.5K - $54.2K
|
2.76K
$63.8K
|