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

iShares iBonds Dec 2029 Term Corporate ETF logo
$22.82 0.00 (0.00%)
As of 01/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$33.17M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$95.29K
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IBDU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Adirondack Trust Co.84,629$1.93M0.7%+98.1%0.144%
1/17/2025 Janney Montgomery Scott LLC392,459$8.95M0.0%+22.0%0.667%
1/16/2025 First United Bank & Trust2,080$47K0.0%N/A0.004%
1/14/2025 Roble Belko & Company Inc42,420$967K0.2%+10.2%0.072%
1/10/2025 Praetorian Wealth Management Inc.200,486$4.57M1.1%+5.9%0.341%
1/7/2025 Bank of New Hampshire30,215$689K0.2%+112.8%0.051%
1/2/2025 Confluence Investment Management LLC254,736$5.81M0.1%+3.3%0.433%
12/26/2024JPMorgan Chase & Co.242,371$5.70M0.0%+16,778.2%0.412%
11/15/2024Peloton Wealth Strategists272,895$6.42M2.5%+3.0%0.464%
11/15/2024Integrated Wealth Concepts LLC31,710$746K0.0%+28.9%0.054%
11/14/2024Captrust Financial Advisors49,451$1.16M0.0%+19.5%0.084%
11/4/2024Arrow Financial Corp598,293$14.07M1.3%+1.5%1.017%
11/1/2024Leavell Investment Management Inc.18,185$428K0.0%N/A0.031%
10/31/2024 Confluence Investment Management LLC246,605$5.80M0.1%N/A0.419%
10/31/2024Montecito Bank & Trust34,821$819K0.1%+90.9%0.059%
10/31/2024Spinnaker Trust53,268$1.25M0.1%+70.2%0.091%
10/29/2024 Janney Montgomery Scott LLC321,808$7.57M0.0%+7.0%0.547%
10/29/2024First Interstate Bank8,671$204K0.0%N/A0.015%
10/29/2024Farther Finance Advisors LLC2,430$57K0.0%+6,842.9%0.004%
10/23/2024Lyell Wealth Management LP305,924$7.19M0.7%+23.3%0.520%
10/23/2024Bogart 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%
8/8/2024Lyell 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%
7/31/2024Spinnaker 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%
7/17/2024Montecito Bank & Trust18,240$414K0.1%+32.3%0.031%
7/17/2024Archford 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%
7/8/2024RVW 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%
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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%
4/26/2024Bogart Wealth LLC5,650$129K0.0%+13.1%0.010%
4/17/2024Gradient 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%
4/9/2024Montecito 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%
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%
2/7/2024Bogart 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%
2/2/2024Lyell 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%
1/26/2024Sandy Spring Bank197,552$4.56M0.2%+4.3%0.733%
1/24/2024Private Trust Co. NA1,202$28K0.0%N/A0.004%
1/12/2024Archford 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%
1/8/2024RVW Wealth LLC17,110$395K0.0%+8.4%0.063%
11/14/2023Peloton Wealth Strategists212,400$4.65M2.1%+19.9%0.788%
11/13/2023Cary 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%
10/31/2023Lyell Wealth Management LP163,350$3.58M0.5%+7.4%0.606%
10/30/2023Bogart Wealth LLC2,777$61K0.0%N/A0.010%
10/30/2023Sandy Spring Bank189,352$4.15M0.2%+6.1%0.703%
10/27/2023Archford 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%
10/24/2023Cambridge Investment Research Advisors Inc.21,523$471K0.0%-47.5%0.080%
10/12/2023RVW 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%
8/4/2023Sandy Spring Bank178,465$4.01M0.2%+22.4%0.673%
8/4/2023 Roble Belko & Company Inc22,078$496K0.1%+192.5%0.083%
8/4/2023Lyell 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%
8/2/2023Archford 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%
7/13/2023Cambridge 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%
7/7/2023RVW Wealth LLC14,801$332K0.0%+51.7%0.064%
5/12/2023NewEdge Advisors LLC57,528$1.32M0.0%-4.5%0.253%
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5/9/2023US Bancorp DE183,570$4.20M0.0%+3.9%0.809%
5/5/2023Sandy Spring Bank145,810$3.34M0.2%+7.7%0.642%
5/3/2023Arrow Financial Corp339,064$7.76M1.0%+16.8%1.494%
5/3/2023Lyell 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%
2/10/2023Sandy Spring Bank135,330$3M0.2%-9.2%0.870%
(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 Arrow Financial Corp ($14.07M), Janney Montgomery Scott LLC ($8.95M), Lyell Wealth Management LP ($7.19M), Peloton Wealth Strategists ($6.42M), Confluence Investment Management LLC ($5.81M), JPMorgan Chase & Co. ($5.70M), and Praetorian Wealth Management Inc. ($4.57M).Learn more on IBDU's institutional investors.

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

Of the 38 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 ($560.39K), Arrow Financial Corp ($356.71K), Lyell Wealth Management LP ($269.64K), Confluence Investment Management LLC ($254.74K), JPMorgan Chase & Co. ($240.94K), Praetorian Wealth Management Inc. ($200.49K), and Peloton Wealth Strategists ($145.00K).

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

Institutional investors have bought a total of 2,748,413 shares in the last 24 months. This purchase volume represents approximately $62.55M 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), 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 56,035 shares in the last 24 months. This volume of shares sold represents approximately $1.26M in transactions.


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This page (NYSEARCA:IBDU) was last updated on 1/21/2025 by MarketBeat.com Staff
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