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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 52.82% |
$412K - $423K
|
56.3K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17.9K+ 4.18% |
$378K - $389K
|
445K
$9.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
17.8KNew |
$377K - $387K
|
17.8K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 19.74% |
$360K - $371K
|
103K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17K+ 55.92% |
$360K - $370K
|
47.4K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.7K+ 19.14% |
$354K - $364K
|
104K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.9KNew |
$336K - $346K
|
15.9K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.7KNew |
$332K - $341K
|
15.7K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15.1K+ 17.52% |
$319K - $329K
|
101K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14.1K+ 5.77% |
$299K - $308K
|
259K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.2KNew |
$278K - $286K
|
13.2K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4K+ 15.81% |
$262K - $269K
|
90.6K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 6.86% |
$255K - $263K
|
188K
$4.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 55.94% |
$250K - $258K
|
33K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$250K - $258K
|
11.8K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.8K+ 91.47% |
$249K - $256K
|
24.6K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6K+ 37.22% |
$245K - $252K
|
42.7K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
11.3KNew |
$240K - $247K
|
11.3K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.5KNew |
$222K - $229K
|
10.5K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$214K - $220K
|
10.1K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.98KNew |
$211K - $217K
|
9.98K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.84KNew |
$208K - $214K
|
9.84K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.65KNew |
$204K - $210K
|
9.65K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.51K+ 822.13% |
$201K - $207K
|
10.7K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.5KNew |
$201K - $207K
|
9.5K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.29K+ 45.81% |
$197K - $202K
|
29.6K
$644K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
8.22K+ 29.07% |
$174K - $179K
|
36.5K
$795K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.98K+ 3.86% |
$148K - $152K
|
188K
$4.09M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.45KNew |
$115K - $119K
|
5.45K
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.16K+ 26.67% |
$109K - $112K
|
24.5K
$534K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.15KNew |
$109K - $112K
|
5.15K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.83KNew |
$102K - $105K
|
4.83K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
4.55K+ 2.62% |
$96.3K - $99.1K
|
178K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.54K+ 23.42% |
$96K - $98.8K
|
23.9K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.1K+ 40.64% |
$86.7K - $89.2K
|
14.2K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.89K+ 6.01% |
$82.3K - $84.7K
|
68.7K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.69K+ 2.98% |
$78K - $80.3K
|
127K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.22K+ 4.04% |
$68K - $70K
|
82.9K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.94K+ 19.15% |
$62.2K - $64K
|
18.3K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.59K+ 80.84% |
$54.7K - $56.3K
|
5.79K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47K+ 52.62% |
$52.3K - $53.8K
|
7.16K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.4K+ 6.22% |
$50.8K - $52.2K
|
41K
$893K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.36K+ 16.31% |
$49.9K - $51.3K
|
16.8K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
2.35K+ 29.78% |
$49.7K - $51.2K
|
10.2K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.34K+ 10.44% |
$49.4K - $50.9K
|
24.7K
$538K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.3K+ 6.15% |
$48.6K - $50K
|
39.7K
$864K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 17.79% |
$45.8K - $47.2K
|
14.3K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.97K+ 1.5% |
$41.7K - $42.9K
|
133K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.45K+ 30.85% |
$30.7K - $31.6K
|
6.15K
$134K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.43K+ 73.21% |
$30.3K - $31.2K
|
3.39K
$73.8K
|