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

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$22.52
-0.05 (-0.22%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$21.97M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$859.17K
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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
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%
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%
2/12/2024 Parallel 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%
2/6/2024 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%
11/14/2023Peloton 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%
10/24/2023 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%
8/10/2023Peloton Wealth Strategists177,100$3.98M1.8%+18.4%0.668%
8/9/2023Arrow Financial Corp365,893$8.21M1.0%+7.9%1.381%
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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%
5/12/2023NewEdge 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%
4/25/2023 Parallel Advisors LLC3,500$80K0.0%N/A0.015%
4/12/2023 Praetorian Wealth Management Inc.23,848$546K0.2%N/A0.105%
3/6/2023OLD 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%
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%
1/5/2023 Capital 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%
11/14/2022United Capital Financial Advisers LLC66,024$1.44M0.0%-8.0%0.504%
11/14/2022 Roble Belko & Company Inc1,852$40K0.0%N/A0.014%
11/7/2022Arrow Financial Corp95,865$2.09M0.3%+101.1%0.732%
11/2/2022 Sandy Spring Bank149,000$3.25M0.2%-5.0%1.137%
10/27/2022 US Bancorp DE176,459$3.85M0.0%+10.9%1.347%
10/25/2022Vigilant Capital Management LLC3,565$78K0.0%+520.0%0.024%
10/5/2022 Capital Investment Advisors LLC753,459$16.42M0.6%+18.1%4.957%
10/3/2022 Confluence Investment Management LLC829,390$18.07M0.3%+52.8%6.189%
8/12/2022Navellier & Associates Inc.38,828$887K0.2%N/A0.290%
8/12/2022 Dorsey & Whitney Trust CO LLC26,000$594K0.1%N/A0.194%
8/12/2022United Capital Financial Advisers LLC71,802$1.64M0.0%-6.8%0.536%
8/5/2022 Iowa State Bank48,321$1.10M0.3%-22.8%0.361%
8/5/2022OLD Mission Capital LLC16,893$386K0.0%N/A0.126%
8/2/2022 American Money Management LLC9,415$215K0.1%+6.2%0.070%
8/1/2022 US Bancorp DE159,044$3.64M0.0%+27.7%1.187%
7/25/2022Arrow Financial Corp47,680$1.09M0.1%-7.9%0.409%
7/21/2022 Sandy Spring Bank156,805$3.58M0.2%-0.6%1.394%
7/12/2022 Archford Capital Strategies LLC37,654$860K0.2%+2.9%0.335%
7/6/2022 Capital Investment Advisors LLC638,226$14.58M0.5%+11.2%5.673%
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7/6/2022 Confluence Investment Management LLC542,644$12.40M0.2%+50.0%4.824%
5/12/2022 American Money Management LLC8,865$217K0.1%N/A0.098%
5/11/2022 US Bancorp DE124,531$3.05M0.0%+1.4%1.607%
5/9/2022Peloton Wealth Strategists53,000$1.30M0.5%+19.1%0.684%
5/3/2022 Sandy Spring Bank157,825$3.87M0.2%+14.7%2.036%
4/27/2022 Iowa State Bank62,594$1.53M0.4%+27.6%0.840%
4/26/2022Arrow Financial Corp51,795$1.27M0.2%+136.3%0.695%
4/20/2022 Bank of New Hampshire4,700$115K0.0%N/A0.072%
4/18/2022 Archford Capital Strategies LLC36,594$885K0.2%+46.6%0.563%
4/13/2022 Capital Investment Advisors LLC574,105$14.07M0.4%+13.6%8.832%
(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, 35 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), Confluence Investment Management LLC ($18.07M), Arrow Financial Corp ($12.85M), Janney Montgomery Scott LLC ($6.57M), Peloton Wealth Strategists ($5.33M), Sandy Spring Bank ($4.56M), and US Bancorp DE ($4.20M).Learn more on IBDU's institutional investors.

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

Of the 32 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 ($468.75K), Confluence Investment Management LLC ($467.65K), Arrow Financial Corp ($363.48K), Capital Investment Advisors LLC ($323.12K), Lyell Wealth Management LP ($179.50K), Praetorian Wealth Management Inc. ($173.83K), and Peloton Wealth Strategists ($145.30K).

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

Institutional investors have bought a total of 2,651,757 shares in the last 24 months. This purchase volume represents approximately $59.33M 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: Sandy Spring Bank ($22.50K), Cambridge Investment Research Advisors Inc. ($19.46K), Archford Capital Strategies LLC ($16.11K), Iowa State Bank ($14.27K), United Capital Financial Advisers LLC ($11.01K), Arrow Financial Corp ($4.12K), and NewEdge Advisors LLC ($2.68K).

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

Institutional investors have sold a total of 90,148 shares in the last 24 months. This volume of shares sold represents approximately $2.02M in transactions.


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This page (NYSEARCA:IBDU) was last updated on 5/10/2024 by MarketBeat.com Staff

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