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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.37K- 4.03% |
$53.8K - $55.6K
|
56.3K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.52K- 2.55% |
$57.3K - $59.2K
|
96.3K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.79K- 3.03% |
$63.5K - $65.6K
|
89.5K
$2.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.38K- 2.1% |
$76.8K - $79.3K
|
158K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.46K- 16.67% |
$78.5K - $81.1K
|
17.3K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-5.08K- 27.48% |
$115K - $119K
|
13.4K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-6.02K- 11.06% |
$137K - $141K
|
48.5K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.11K- 4.12% |
$161K - $167K
|
166K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7.33K- 17.34% |
$166K - $172K
|
34.9K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.25K- 9.32% |
$187K - $194K
|
80.3K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-9.7K- 45.03% |
$220K - $228K
|
11.8K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-9.83K- 12.58% |
$223K - $231K
|
68.3K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14K- 9.64% |
$318K - $328K
|
131K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-17.1K- 5.96% |
$387K - $400K
|
269K
$6.22M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.6K- 9.27% |
$628K - $649K
|
270K
$6.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-46.9K- 99.31% |
$1.07M - $1.1M
|
325
$7.51K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-172K- 17.75% |
$3.9M - $4.03M
|
795K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200K- 21.95% |
$4.55M - $4.7M
|
712K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-219K- 66.6% |
$4.96M - $5.13M
|
110K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-237K- 97.94% |
$5.39M - $5.57M
|
5K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.01M- 21.98% |
$22.9M - $23.7M
|
3.58M
$82.7M
|