Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Tre (IBTJ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
112KNew |
$2.38M - $2.5M
|
112K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
95.1K+ 29167.79% |
$2.02M - $2.12M
|
95.4K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
90.5KNew |
$1.93M - $2.02M
|
90.5K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.3K+ 36.19% |
$1.77M - $1.86M
|
313K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65KNew |
$1.38M - $1.45M
|
65K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
20.7K+ 3.89% |
$440K - $462K
|
552K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
19.4KNew |
$413K - $434K
|
19.4K
$416K
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
14.9K+ 3.97% |
$317K - $333K
|
390K
$8.34M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 37.41% |
$270K - $283K
|
46.6K
$997K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.4KNew |
$263K - $276K
|
12.4K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7KNew |
$248K - $261K
|
11.7K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.55KNew |
$203K - $213K
|
9.55K
$204K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.13KNew |
$194K - $204K
|
9.13K
$195K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.77K+ 256.47% |
$165K - $173K
|
10.8K
$231K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.46K+ 15.51% |
$137K - $144K
|
48.1K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.13K+ 4.01% |
$66.5K - $69.9K
|
81.2K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.86K+ 14.76% |
$60.7K - $63.8K
|
22.2K
$475K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 4.84% |
$23.1K - $24.2K
|
23.5K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05K+ 14.21% |
$22.4K - $23.5K
|
8.47K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
970New |
$20.6K - $21.7K
|
970
$20.8K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
584+ 10.3% |
$12.4K - $13K
|
6.25K
$134K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
524+ 0.62% |
$11.1K - $11.7K
|
84.8K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
520+ 5.91% |
$11.1K - $11.6K
|
9.32K
$200K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
204+ 0.3% |
$4.34K - $4.56K
|
68.7K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
138New |
$2.94K - $3.08K
|
138
$2.95K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.32% |
$255 - $268
|
3.78K
$80.8K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.54% |
$213 - $223
|
1.86K
$39.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 0.34% |
$106 - $112
|
1.48K
$31.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.16K- 2.74% |
$24.6K - $25.8K
|
41K
$878K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.73K- 12.84% |
$36.7K - $38.6K
|
11.7K
$251K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.54K- 4.46% |
$54K - $56.7K
|
54.4K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-67.1K- 84.0% |
$1.43M - $1.5M
|
12.8K
$274K
|