Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds Dec 2029 Ter (IBDU)

IBDU Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU) during Q4 2025. 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 08, 2026 Q4 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
575K
+ 55.44%
$13.4M - $13.6M
1.61M $37.7M
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
343K
New
$8M - $8.07M
343K $8M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
233K
+ 6.67%
$5.43M - $5.48M
3.72M $86.9M
Jan 15, 2026 Q4 2025
Capital Advisors Inc

BUY
 -
131K
+ 2.82%
$3.07M - $3.1M
4.8M $112M
Jan 09, 2026 Q4 2025
Rvw Wealth, LLC

BUY
 -
120K
+ 12.79%
$2.81M - $2.83M
1.06M $24.8M
Jan 15, 2026 Q4 2025
4 J Wealth Management LLC

BUY
 -
78.4K
+ 551.88%
$1.83M - $1.85M
92.6K $2.16M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
72.8K
+ 66.95%
$1.7M - $1.71M
182K $4.24M
Jan 06, 2026 Q4 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
70.7K
New
$1.65M - $1.67M
70.7K $1.65M
Jan 07, 2026 Q4 2025
Gilbert & Cook, Inc.

BUY
 -
45.5K
New
$1.06M - $1.07M
45.5K $1.06M
Jan 07, 2026 Q4 2025
Harbor Investment Advisory, LLC

BUY
 -
40.5K
+ 164.21%
$945K - $953K
65.1K $1.52M
Jan 15, 2026 Q4 2025
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
32.9K
+ 12.26%
$768K - $775K
301K $7.03M
Jan 20, 2026 Q4 2025
Cornell Pochily Investment Advisors, Inc.

BUY
 -
30.1K
+ 26.02%
$703K - $709K
146K $3.41M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
29.3K
+ 2.63%
$684K - $690K
1.15M $26.8M
Jan 13, 2026 Q4 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
28.3K
+ 78.29%
$660K - $665K
64.3K $1.5M
Jan 14, 2026 Q4 2025
Praetorian Wealth Management, Inc.

BUY
 -
25.6K
+ 10.45%
$598K - $603K
270K $6.32M
Jan 15, 2026 Q4 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
17.7K
+ 42.82%
$414K - $418K
59.2K $1.38M
Jan 08, 2026 Q4 2025
Threadgill Financial, LLC

BUY
 -
15.2K
New
$356K - $359K
15.2K $356K
Jan 14, 2026 Q4 2025
Conrad Siegel Investment Advisors, Inc.

BUY
 -
15K
+ 146.82%
$351K - $354K
25.3K $591K
Jan 08, 2026 Q4 2025
Adirondack Trust CO

BUY
 -
12.2K
+ 11.0%
$284K - $287K
123K $2.87M
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
10.7K
+ 247.79%
$249K - $251K
15K $349K
Jan 20, 2026 Q4 2025
Princeton Global Asset Management LLC

BUY
 -
10.5K
+ 65.07%
$244K - $246K
26.5K $620K
Jan 07, 2026 Q4 2025
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
9.04K
+ 6.58%
$211K - $213K
146K $3.42M
Jan 15, 2026 Q4 2025
Windsor Capital Management, LLC

BUY
 -
8.06K
+ 1.56%
$188K - $190K
525K $12.3M
Jan 08, 2026 Q4 2025
Montecito Bank & Trust

BUY
 -
8.01K
+ 25.32%
$187K - $189K
39.6K $926K
Jan 14, 2026 Q4 2025
Chesley Taft & Associates LLC

BUY
 -
6.9K
+ 7.26%
$161K - $162K
102K $2.38M
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
6.66K
+ 1.55%
$156K - $157K
435K $10.2M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
6.47K
+ 7.53%
$151K - $152K
92.4K $2.16M
Jan 07, 2026 Q4 2025
Decision Map Wealth Management, LLC

Great Falls, VA
BUY
 -
4.03K
+ 15.78%
$94.1K - $94.9K
29.6K $691K
Jan 05, 2026 Q4 2025
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
2.1K
New
$49K - $49.5K
2.1K $49.1K
Jan 20, 2026 Q4 2025
Life Plan Financial, LLC

Mankato, MN
BUY
 -
1.93K
+ 1.7%
$45K - $45.4K
116K $2.7M
Jan 13, 2026 Q4 2025
Stephens Consulting, LLC

Flint, MI
BUY
 -
1.58K
New
$37K - $37.3K
1.58K $37K
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
1.52K
+ 1.73%
$35.4K - $35.7K
89.3K $2.09M
Jan 14, 2026 Q4 2025
Prosperity Planning, Inc.

BUY
 -
1.49K
+ 7.76%
$34.9K - $35.2K
20.7K $485K
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
727
+ 22.19%
$17K - $17.1K
4K $93.5K
Jan 20, 2026 Q4 2025
Mendota Financial Group, LLC

Madison, WI
BUY
 -
603
+ 1.56%
$14.1K - $14.2K
39.3K $918K
Jan 16, 2026 Q4 2025
Cyr Financial Inc.

Hennepin, IL
BUY
 -
457
+ 0.75%
$10.7K - $10.8K
61.6K $1.44M
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
452
+ 9.35%
$10.6K - $10.6K
5.28K $123K
Jan 05, 2026 Q4 2025
Michael S. Ryan, Inc.

Albany, NY
BUY
 -
271
+ 0.25%
$6.33K - $6.38K
110K $2.56M
Jan 14, 2026 Q4 2025
Johnson Bixby & Associates, LLC

BUY
 -
215
+ 1.56%
$5.02K - $5.06K
14K $328K
Jan 20, 2026 Q4 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
212
+ 2.55%
$4.95K - $4.99K
8.54K $200K
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
55
New
$1.28K - $1.3K
55 $1.28K
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
13
+ 1.52%
$304 - $306
868 $20.3K
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
12
+ 1.5%
$280 - $283
811 $18.9K
Jan 05, 2026 Q4 2025
Garrett Investment Advisors LLC

SELL
 -
-158
- 0.38%
$3.69K - $3.72K
41.1K $961K
Jan 15, 2026 Q4 2025
Brookstone Capital Management

SELL
 -
-191
- 0.6%
$4.46K - $4.5K
31.9K $745K
Jan 15, 2026 Q4 2025
Archford Capital Strategies, LLC

SELL
 -
-481
- 0.91%
$11.2K - $11.3K
52.6K $1.23M
Jan 20, 2026 Q4 2025
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-694
- 1.69%
$16.2K - $16.3K
40.4K $944K
Jan 15, 2026 Q4 2025
Signature Wealth Management Group

SELL
 -
-845
- 0.34%
$19.7K - $19.9K
246K $5.75M
Jan 20, 2026 Q4 2025
Austin Private Wealth, LLC

SELL
 -
-987
- 3.99%
$23K - $23.2K
23.8K $555K

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