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

iShares iBonds Dec 2029 Term Corporate ETF logo
$22.76 +0.05 (+0.22%)
(As of 12/20/2024 04:33 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$25.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$466.90K
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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
11/15/2024 Peloton Wealth Strategists272,895$6.42M2.5%+3.0%0.464%
11/15/2024 Integrated Wealth Concepts LLC31,710$746K0.0%+28.9%0.054%
11/14/2024 Captrust Financial Advisors49,451$1.16M0.0%+19.5%0.084%
11/4/2024 Arrow 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%
8/15/2024 Peloton 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%
8/8/2024 Parallel Advisors LLC127,476$2.89M0.1%+2.8%0.217%
8/8/2024 Valley Wealth Managers Inc.30,943$701K0.1%+51.0%0.053%
7/31/2024 Spinnaker Trust31,297$710K0.0%+56.1%0.053%
7/30/2024 Arrow Financial Corp589,504$13.36M1.3%+2.2%1.002%
7/26/2024 Bank 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%
7/15/2024 Newman 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%
5/21/2024 Arrow Financial Corp576,568$13.16M1.3%+3.5%0.980%
5/17/2024 Comerica Bank25,424$580K0.0%+13.5%0.043%
5/4/2024 Valley 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%
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3/29/2024 Adirondack Trust Co.12,619$286K0.1%N/A0.047%
2/16/2024 Peloton Wealth Strategists231,200$5.33M2.3%+8.9%0.858%
2/12/2024 Arrow Financial Corp556,879$12.85M1.3%+8.8%2.066%
2/12/2024 Parallel Advisors LLC74,955$1.73M0.1%+923.0%0.278%
2/8/2024 Navellier & 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%
2/6/2024 First 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%
1/24/2024 Private 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%
11/14/2023 Peloton 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%
11/9/2023 Navellier & 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%
10/24/2023 Bank 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%
8/10/2023 Peloton Wealth Strategists177,100$3.98M1.8%+18.4%0.668%
8/9/2023 Arrow 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%
8/3/2023 Bank 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%
5/12/2023 NewEdge 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%
5/3/2023 Arrow 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%
4/25/2023 Parallel Advisors LLC3,500$80K0.0%N/A0.015%
4/12/2023 Praetorian Wealth Management Inc.23,848$546K0.2%N/A0.105%
3/6/2023 OLD Mission Capital LLC4,001$89K0.0%N/A0.026%
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2/13/2023 Peloton Wealth Strategists124,700$2.77M1.3%+58.4%0.802%
2/10/2023 Sandy Spring Bank135,330$3M0.2%-9.2%0.870%
2/3/2023 Wells Financial Advisors INC4,000$89K0.1%N/A0.026%
2/2/2023 Arrow 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%
(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 ($6.42M), 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 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 ($489.74K), Arrow Financial Corp ($356.71K), Lyell Wealth Management LP ($269.64K), Confluence Investment Management LLC ($246.61K), Praetorian Wealth Management Inc. ($189.35K), Peloton Wealth Strategists ($145.00K), 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 2,508,493 shares in the last 24 months. This purchase volume represents approximately $56.81M 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), 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 12/21/2024 by MarketBeat.com Staff
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