Free Trial
→ 10 EV Stocks to Buy Right Now (From TradingTips) (Ad) Free IBDU Stock Alerts

iShares iBonds Dec 2029 Term Corporate ETF (IBDU) Institutional Ownership

iShares iBonds Dec 2029 Term Corporate ETF logo
$22.94
+0.06 (+0.26%)
(As of 11/4/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$26.60M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$466.90K
Get IBDU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBDU Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 Term Corporate ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Arrow Financial Corp598,293$14.07M1.3%+1.5%1.017%
11/1/2024 Leavell Investment Management Inc.18,185$428K0.0%N/A0.031%
10/31/2024 Confluence Investment Management LLC246,605$5.80M0.1%N/A0.419%
10/31/2024 Montecito Bank & Trust34,821$819K0.1%+90.9%0.059%
10/31/2024 Spinnaker Trust53,268$1.25M0.1%+70.2%0.091%
10/29/2024 Janney Montgomery Scott LLC321,808$7.57M0.0%+7.0%0.547%
10/29/2024 First Interstate Bank8,671$204K0.0%N/A0.015%
10/29/2024 Farther Finance Advisors LLC2,430$57K0.0%+6,842.9%0.004%
10/23/2024 Lyell Wealth Management LP305,924$7.19M0.7%+23.3%0.520%
10/23/2024 Bogart Wealth LLC6,507$153K0.0%+15.2%0.011%
10/9/2024 Adirondack Trust Co.42,731$1.00M0.4%+108.9%0.073%
10/7/2024 Bank of New Hampshire14,200$334K0.1%-14.5%0.024%
10/2/2024 Praetorian Wealth Management Inc.189,348$4.45M1.1%+0.9%0.322%
8/28/2024Farmers National Bank37,893$859K0.3%+9.1%0.064%
8/15/2024Peloton Wealth Strategists265,000$6.01M2.5%+3.7%0.450%
8/8/2024 Lyell Wealth Management LP248,200$5.63M0.5%+15.0%0.422%
8/8/2024Parallel Advisors LLC127,476$2.89M0.1%+2.8%0.217%
8/8/2024Valley Wealth Managers Inc.30,943$701K0.1%+51.0%0.053%
7/31/2024 Spinnaker Trust31,297$710K0.0%+56.1%0.053%
7/30/2024Arrow Financial Corp589,504$13.36M1.3%+2.2%1.002%
7/26/2024Bank of New York Mellon Corp16,099$365K0.0%+64.0%0.027%
7/17/2024 Montecito Bank & Trust18,240$414K0.1%+32.3%0.031%
7/17/2024 Archford Capital Strategies LLC58,659$1.33M0.2%+3.0%0.100%
7/15/2024Newman Dignan & Sheerar Inc.138,274$3.14M0.8%N/A0.235%
7/10/2024 Praetorian Wealth Management Inc.187,578$4.25M1.1%+7.9%0.319%
7/9/2024 Adirondack Trust Co.20,460$464K0.2%+17.0%0.035%
7/8/2024 RVW Wealth LLC15,471$351K0.0%-9.9%0.026%
5/21/2024Arrow Financial Corp576,568$13.16M1.3%+3.5%0.980%
5/17/2024Comerica Bank25,424$580K0.0%+13.5%0.043%
5/4/2024Valley Wealth Managers Inc.20,493$468K0.0%N/A0.036%
5/1/2024 Janney Montgomery Scott LLC287,674$6.57M0.0%+5.4%0.503%
4/26/2024 Bogart Wealth LLC5,650$129K0.0%+13.1%0.010%
4/17/2024 Gradient Capital Advisors LLC11,171$255K0.1%N/A0.041%
4/10/2024 Praetorian Wealth Management Inc.173,825$3.97M1.1%+28.6%0.645%
4/10/2024 Bank of New Hampshire17,010$388K0.1%+57.6%0.063%
4/9/2024 Montecito Bank & Trust13,784$315K0.1%N/A0.051%
4/9/2024 Adirondack Trust Co.17,492$399K0.2%+38.6%0.065%
3/29/2024 Adirondack Trust Co.12,619$286K0.1%N/A0.047%
2/16/2024Peloton Wealth Strategists231,200$5.33M2.3%+8.9%0.858%
2/12/2024Arrow Financial Corp556,879$12.85M1.3%+8.8%2.066%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
2/12/2024Parallel Advisors LLC74,955$1.73M0.1%+923.0%0.278%
2/8/2024Navellier & Associates Inc.40,628$937K0.1%+4.6%0.151%
2/8/2024 Janney Montgomery Scott LLC272,951$6.30M0.0%+2.2%1.013%
2/7/2024 Bogart Wealth LLC4,996$115K0.0%+79.9%0.019%
2/6/2024First Horizon Advisors Inc.3,107$72K0.0%N/A0.012%
2/2/2024 Bank of New Hampshire10,790$249K0.1%+107.5%0.040%
2/2/2024 Lyell Wealth Management LP179,495$4.14M0.5%+9.9%0.666%
2/1/2024 Roble Belko & Company Inc38,499$888K0.2%+64.5%0.143%
1/26/2024 Sandy Spring Bank197,552$4.56M0.2%+4.3%0.733%
1/24/2024Private Trust Co. NA1,202$28K0.0%N/A0.004%
1/12/2024 Archford Capital Strategies LLC57,383$1.32M0.2%-21.9%0.213%
1/11/2024 Praetorian Wealth Management Inc.135,181$3.12M0.9%+53.3%0.502%
1/8/2024 RVW Wealth LLC17,110$395K0.0%+8.4%0.063%
11/14/2023Peloton Wealth Strategists212,400$4.65M2.1%+19.9%0.788%
11/13/2023 Cary Street Partners Investment Advisory LLC1,119$25K0.0%N/A0.004%
11/9/2023Navellier & Associates Inc.38,828$850K0.1%N/A0.144%
11/8/2023 Janney Montgomery Scott LLC267,132$5.85M0.0%+7.1%0.991%
11/1/2023 Roble Belko & Company Inc23,408$513K0.1%+6.0%0.087%
10/31/2023 Lyell Wealth Management LP163,350$3.58M0.5%+7.4%0.606%
10/30/2023 Bogart Wealth LLC2,777$61K0.0%N/A0.010%
10/30/2023 Sandy Spring Bank189,352$4.15M0.2%+6.1%0.703%
10/27/2023 Archford Capital Strategies LLC73,491$1.61M0.3%+6.8%0.273%
10/24/2023Bank of New York Mellon Corp114,815$2.51M0.0%+7.2%0.426%
10/24/2023 Cambridge Investment Research Advisors Inc.21,523$471K0.0%-47.5%0.080%
10/12/2023 RVW Wealth LLC15,777$346K0.0%+6.6%0.059%
10/11/2023 Praetorian Wealth Management Inc.88,198$1.93M0.6%+206.0%0.327%
10/10/2023 Bank of New Hampshire5,200$114K0.0%+10.6%0.019%
8/10/2023Peloton Wealth Strategists177,100$3.98M1.8%+18.4%0.668%
8/9/2023Arrow Financial Corp365,893$8.21M1.0%+7.9%1.381%
8/4/2023 Sandy Spring Bank178,465$4.01M0.2%+22.4%0.673%
8/4/2023 Roble Belko & Company Inc22,078$496K0.1%+192.5%0.083%
8/4/2023 Lyell Wealth Management LP152,095$3.42M0.4%+37.2%0.574%
8/3/2023Bank of New York Mellon Corp107,128$2.41M0.0%+7.3%0.404%
8/2/2023 Archford Capital Strategies LLC68,844$1.55M0.3%+15.5%0.260%
7/26/2023 Janney Montgomery Scott LLC249,496$5.60M0.0%N/A0.941%
7/13/2023 Cambridge Investment Research Advisors Inc.40,986$920K0.0%+2.5%0.155%
7/10/2023 Praetorian Wealth Management Inc.28,821$647K0.2%+20.9%0.109%
7/7/2023 RVW Wealth LLC14,801$332K0.0%+51.7%0.064%
5/12/2023NewEdge Advisors LLC57,528$1.32M0.0%-4.5%0.253%
5/9/2023 US Bancorp DE183,570$4.20M0.0%+3.9%0.809%
5/5/2023 Sandy Spring Bank145,810$3.34M0.2%+7.7%0.642%
5/3/2023Arrow Financial Corp339,064$7.76M1.0%+16.8%1.494%
5/3/2023 Lyell Wealth Management LP110,820$2.54M0.4%+37.2%0.488%
5/1/2023Vigilant Capital Management LLC10,875$249K0.0%+43.1%0.048%
4/25/2023Parallel Advisors LLC3,500$80K0.0%N/A0.015%
4/12/2023 Praetorian Wealth Management Inc.23,848$546K0.2%N/A0.105%
3/6/2023OLD Mission Capital LLC4,001$89K0.0%N/A0.026%
2/13/2023Peloton Wealth Strategists124,700$2.77M1.3%+58.4%0.802%
2/10/2023 Sandy Spring Bank135,330$3M0.2%-9.2%0.870%
2/3/2023Wells Financial Advisors INC4,000$89K0.1%N/A0.026%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

YES, I WANT THE #1 CRYPTO NOW
2/2/2023Arrow Financial Corp290,378$6.44M0.9%+202.9%1.867%
2/1/2023 Janney Montgomery Scott LLC181,078$4.01M0.0%N/A1.164%
1/26/2023Vigilant Capital Management LLC7,600$168K0.0%+113.2%0.049%
1/26/2023 Archford Capital Strategies LLC52,332$1.16M0.3%+39.1%0.337%
1/24/2023 Lyell Wealth Management LP80,800$1.79M0.3%N/A0.520%
1/19/2023 PSI Advisors LLC1,330$29K0.0%N/A0.009%
1/13/2023 RVW Wealth LLC9,756$216K0.0%N/A0.065%
1/5/2023Capital Investment Advisors LLC897,222$19.89M0.6%+19.1%6.209%
11/15/2022Peloton Wealth Strategists78,700$1.72M0.9%+29.0%0.603%
11/15/2022 Little House Capital LLC39,957$871K0.5%+8.2%0.305%
(Data available from 1/1/2016 forward)

IBDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDU shares?

During the previous two years, 39 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Corporate ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($19.89M), Arrow Financial Corp ($14.07M), Janney Montgomery Scott LLC ($7.57M), Lyell Wealth Management LP ($7.19M), Peloton Wealth Strategists ($6.01M), Confluence Investment Management LLC ($5.80M), and Sandy Spring Bank ($4.56M).Learn more on IBDU's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2029 Term Corporate ETF stock?

Of the 37 institutional investors that purchased iShares iBonds Dec 2029 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($489.74K), Arrow Financial Corp ($404.89K), Lyell Wealth Management LP ($269.64K), Confluence Investment Management LLC ($246.61K), Praetorian Wealth Management Inc. ($189.35K), Peloton Wealth Strategists ($154.80K), and Capital Investment Advisors LLC ($143.76K).

How much institutional buying is happening at iShares iBonds Dec 2029 Term Corporate ETF?

Institutional investors have bought a total of 2,556,188 shares in the last 24 months. This purchase volume represents approximately $57.81M in transactions.

Which iShares iBonds Dec 2029 Term Corporate ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2029 Term Corporate ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($19.46K), Archford Capital Strategies LLC ($16.11K), Sandy Spring Bank ($13.67K), United Capital Financial Advisers LLC ($5.78K), NewEdge Advisors LLC ($2.68K), Bank of New Hampshire ($2.41K), and RVW Wealth LLC ($1.70K).

How much institutional selling is happening at iShares iBonds Dec 2029 Term Corporate ETF?

Institutional investors have sold a total of 61,813 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.


Related Companies

This page (NYSEARCA:IBDU) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
626 winning trades out of 647…
Imagine turning nearly every Friday into a payday. That's exactly what one reclusive multi-millionaire trad...
Investing Daily | Sponsored
625,000% Gain
Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetche...
Crypto Swap Profits | Sponsored
Crypto Crash Ahead? (27 Experts Weigh In)
Your Portfolio Could Be at RISK Emergency summit reveals crypto could save you!
Crypto 101 Media | Sponsored
Grab this ETF paying a huge 22% dividend
Imagine a world where you don't have to stress about inflation eroding your savings... Where your paycheck ...
Investors Alley | Sponsored
He made 1,303,329 in 12 months after Biden won…
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… ...
Timothy Sykes | Sponsored
The pin that pops the AI bubble
My new documentary explores the background to this pattern and how and why I believe it will almost certainly ...
Porter & Company | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored