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 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 - $27.2K
|
61.1K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.08KNew |
$22.8K - $23.5K
|
1.08K
$23.5K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
930New |
$19.7K - $20.2K
|
930
$20.3K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
702+ 3.3% |
$14.9K - $15.3K
|
22K
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
539+ 12.28% |
$11.4K - $11.7K
|
4.93K
$107K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
404New |
$8.55K - $8.8K
|
404
$8.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
187+ 1.62% |
$3.96K - $4.07K
|
11.7K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
91+ 0.6% |
$1.93K - $1.98K
|
15.4K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
62+ 0.41% |
$1.31K - $1.35K
|
15.1K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
39New |
$825 - $849
|
39
$849
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27+ 0.12% |
$571 - $588
|
21.7K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22+ 0.22% |
$466 - $479
|
9.96K
$217K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.08% |
$275 - $283
|
17.1K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.65% |
$275 - $283
|
2.01K
$43.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10+ 0.59% |
$212 - $218
|
1.7K
$37K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
3+ 0.66% |
$63.5 - $65.3
|
459
$10K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.01% |
$148 - $152
|
55K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-14- 0.77% |
$296 - $305
|
1.81K
$39.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-214- 1.14% |
$4.53K - $4.66K
|
18.6K
$406K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-268- 66.34% |
$5.67K - $5.83K
|
136
$2.96K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-293- 3.09% |
$6.2K - $6.38K
|
9.18K
$200K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-402- 3.27% |
$8.51K - $8.75K
|
11.9K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-458- 3.27% |
$9.69K - $9.97K
|
13.6K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-765- 0.26% |
$16.2K - $16.7K
|
289K
$6.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-950- 6.48% |
$20.1K - $20.7K
|
13.7K
$298K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.03K- 8.87% |
$21.7K - $22.4K
|
10.6K
$230K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.36K- 7.2% |
$28.7K - $29.5K
|
17.5K
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 15.15% |
$45.6K - $46.9K
|
12.1K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-2.5K- 19.14% |
$52.9K - $54.4K
|
10.6K
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-2.82K- 0.62% |
$59.6K - $61.3K
|
454K
$9.89M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-3.36K- 6.49% |
$71.2K - $73.2K
|
48.4K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.54K- 33.5% |
$96K - $98.7K
|
9K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.94K- 13.03% |
$105K - $108K
|
33K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 4.91% |
$116K - $119K
|
106K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.78K- 5.37% |
$165K - $169K
|
137K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-11.9K- 13.74% |
$252K - $260K
|
74.9K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.4K- 49.8% |
$389K - $400K
|
18.5K
$404K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 35.46% |
$554K - $570K
|
47.7K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.4K- 27.82% |
$665K - $685K
|
81.6K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-39.3K- 71.44% |
$832K - $856K
|
15.7K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.1K- 7.68% |
$1.33M - $1.37M
|
759K
$16.5M
|