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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
174K+ 48.19% |
$3.68M - $3.78M
|
535K
$11.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
110K+ 6615.63% |
$2.34M - $2.4M
|
112K
$2.44M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
58.2K+ 17.1% |
$1.23M - $1.27M
|
399K
$8.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
48.9K+ 4.49% |
$1.04M - $1.06M
|
1.14M
$24.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
30.6K+ 28.77% |
$648K - $666K
|
137K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
22.1K+ 134.61% |
$468K - $481K
|
38.6K
$839K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17.9K+ 4.18% |
$378K - $388K
|
445K
$9.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.7K+ 19.14% |
$354K - $364K
|
104K
$2.26M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.45KNew |
$115K - $118K
|
5.45K
$118K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2.35K+ 29.78% |
$49.7K - $51.1K
|
10.2K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 17.79% |
$45.8K - $47.1K
|
14.3K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.41K+ 11.7% |
$29.7K - $30.6K
|
13.4K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.25K+ 2.08% |
$26.4K - $27.1K
|
61.1K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.08KNew |
$22.8K - $23.4K
|
1.08K
$23.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
91+ 0.6% |
$1.93K - $1.98K
|
15.4K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
62+ 0.41% |
$1.31K - $1.35K
|
15.1K
$328K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-214- 1.14% |
$4.53K - $4.65K
|
18.6K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.82K- 0.62% |
$59.6K - $61.3K
|
454K
$9.88M
|