Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.51MNew |
$31.9M - $32.8M
|
1.51M
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
675K+ 529.59% |
$14.3M - $14.7M
|
803K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
638K+ 2950.66% |
$13.5M - $13.9M
|
659K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399K+ 38.37% |
$8.45M - $8.69M
|
1.44M
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
377KNew |
$7.98M - $8.21M
|
377K
$8.21M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
269K+ 967.67% |
$5.7M - $5.87M
|
297K
$6.48M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
244K+ 272.94% |
$5.17M - $5.32M
|
334K
$7.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
235K+ 51.53% |
$4.98M - $5.12M
|
692K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
219K+ 341.68% |
$4.63M - $4.77M
|
283K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
190K+ 36.83% |
$4.02M - $4.13M
|
705K
$15.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
174K+ 48.19% |
$3.68M - $3.79M
|
535K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 140.32% |
$3.68M - $3.78M
|
298K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 84.26% |
$3.39M - $3.48M
|
350K
$7.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
113KNew |
$2.4M - $2.47M
|
113K
$2.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
110K+ 6615.63% |
$2.34M - $2.41M
|
112K
$2.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
105K+ 16.35% |
$2.22M - $2.28M
|
747K
$16.3M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
98.6K+ 35.56% |
$2.09M - $2.15M
|
376K
$8.19M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
92.9K+ 237.09% |
$1.97M - $2.02M
|
132K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
90.4KNew |
$1.91M - $1.97M
|
90.4K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
77.3KNew |
$1.63M - $1.68M
|
77.3K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
76.8K+ 13.91% |
$1.63M - $1.67M
|
629K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
72.3KNew |
$1.53M - $1.57M
|
72.3K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
66.3K+ 109.31% |
$1.4M - $1.44M
|
127K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
59.8KNew |
$1.27M - $1.3M
|
59.8K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
59.1KNew |
$1.25M - $1.29M
|
59.1K
$1.29M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
58.2K+ 17.1% |
$1.23M - $1.27M
|
399K
$8.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
56KNew |
$1.19M - $1.22M
|
56K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.5K+ 8.41% |
$1.05M - $1.08M
|
638K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 25.99% |
$1.04M - $1.07M
|
239K
$5.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
48.9K+ 4.49% |
$1.04M - $1.07M
|
1.14M
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.9K+ 12.84% |
$1.03M - $1.06M
|
430K
$9.36M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40.9K+ 18.54% |
$866K - $891K
|
262K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
40.5K+ 5.43% |
$857K - $881K
|
786K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
36.7K+ 65.77% |
$777K - $800K
|
92.6K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35.4K+ 67.55% |
$748K - $770K
|
87.7K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 14.65% |
$726K - $747K
|
268K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.7K+ 25.63% |
$713K - $734K
|
165K
$3.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
30.6K+ 10.08% |
$648K - $667K
|
334K
$7.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.6K+ 28.77% |
$648K - $666K
|
137K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
29.7K+ 26.79% |
$629K - $647K
|
141K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26.6KNew |
$562K - $578K
|
26.6K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
25.5K+ 244.34% |
$539K - $554K
|
35.9K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24.5K+ 340.76% |
$519K - $534K
|
31.7K
$691K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
22.1K+ 134.61% |
$468K - $482K
|
38.6K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8K+ 44.11% |
$462K - $475K
|
71.3K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7K+ 2.6% |
$458K - $472K
|
855K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21K+ 43.77% |
$445K - $457K
|
69K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
21KNew |
$444K - $457K
|
21K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20.7K+ 7.54% |
$438K - $451K
|
296K
$6.44M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.6K+ 53.91% |
$436K - $449K
|
58.8K
$1.28M
|