Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
483KNew |
$10.3M - $10.6M
|
483K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
225KNew |
$4.79M - $4.91M
|
225K
$4.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132K+ 145.3% |
$2.82M - $2.89M
|
223K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
111KNew |
$2.37M - $2.43M
|
111K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
111KNew |
$2.37M - $2.42M
|
111K
$2.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
105K+ 12.75% |
$2.23M - $2.29M
|
927K
$19.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
104K+ 72.53% |
$2.23M - $2.28M
|
248K
$5.3M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
85.6K+ 89.13% |
$1.83M - $1.87M
|
182K
$3.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78.6K+ 106.47% |
$1.68M - $1.72M
|
152K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.2K+ 15.07% |
$1.6M - $1.64M
|
575K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
64.8K+ 50.47% |
$1.38M - $1.42M
|
193K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.2K+ 79.24% |
$1.35M - $1.38M
|
143K
$3.05M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61.3KNew |
$1.31M - $1.34M
|
61.3K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
49.8K+ 121.86% |
$1.06M - $1.09M
|
90.6K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 124.41% |
$998K - $1.02M
|
84.4K
$1.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 124.41% |
$998K - $1.02M
|
84.4K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
42.6K+ 47.28% |
$909K - $931K
|
133K
$2.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
38.1K+ 226.43% |
$813K - $833K
|
54.9K
$1.17M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 26.75% |
$644K - $660K
|
143K
$3.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
29.8K+ 7.33% |
$636K - $652K
|
437K
$9.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
23.9K+ 23.61% |
$510K - $523K
|
125K
$2.67M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.5K+ 59.39% |
$502K - $514K
|
63.1K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 5.78% |
$451K - $462K
|
387K
$8.26M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.9KNew |
$446K - $458K
|
20.9K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
20.9K+ 45.73% |
$445K - $457K
|
66.6K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
19.3K+ 28.23% |
$412K - $422K
|
87.7K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.6KNew |
$398K - $407K
|
18.6K
$398K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 74.77% |
$377K - $387K
|
41.3K
$883K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.8KNew |
$338K - $346K
|
15.8K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
15K+ 29.54% |
$319K - $327K
|
65.6K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$309K - $316K
|
14.5K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$296K - $304K
|
13.9K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
13.8KNew |
$294K - $302K
|
13.8K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
13.4KNew |
$286K - $293K
|
13.4K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.1K+ 41.28% |
$280K - $287K
|
45K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.4K+ 59.72% |
$265K - $272K
|
33.3K
$711K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
12.4KNew |
$265K - $271K
|
12.4K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.3KNew |
$240K - $246K
|
11.3K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$226K - $232K
|
10.6K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$217K - $223K
|
10.2K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.2KNew |
$217K - $222K
|
10.2K
$217K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9.92KNew |
$212K - $217K
|
9.92K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
9.5KNew |
$203K - $208K
|
9.5K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.5K+ 25.07% |
$203K - $208K
|
47.4K
$1.01M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
8.85K+ 91.17% |
$189K - $193K
|
18.6K
$396K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
7.43KNew |
$158K - $162K
|
7.43K
$159K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.22K+ 7.29% |
$154K - $158K
|
106K
$2.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.71K+ 55.34% |
$143K - $147K
|
18.8K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.94K+ 6.69% |
$127K - $130K
|
94.7K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.09K+ 27.38% |
$108K - $111K
|
23.7K
$505K
|