Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
3.56K+ 37.49% |
$74.8K - $76.4K
|
13.1K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 17.1% |
$66.9K - $68.3K
|
21.8K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 4.56% |
$60.5K - $61.7K
|
66K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.59K+ 412.92% |
$54.4K - $55.5K
|
3.22K
$69K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.32K+ 4.22% |
$48.6K - $49.7K
|
57.3K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$48.2K - $49.2K
|
2.29K
$49.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.9K+ 2.89% |
$39.8K - $40.6K
|
67.5K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.79K+ 9.64% |
$37.6K - $38.4K
|
20.3K
$436K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 15.41% |
$37K - $37.8K
|
13.2K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 1.28% |
$28.6K - $29.2K
|
108K
$2.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
886+ 32.53% |
$18.6K - $19K
|
3.61K
$77.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
878+ 8.21% |
$18.4K - $18.8K
|
11.6K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
659+ 0.75% |
$13.8K - $14.1K
|
88.3K
$1.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
640New |
$13.4K - $13.7K
|
640
$13.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
589+ 3.31% |
$12.4K - $12.6K
|
18.4K
$395K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
583+ 5.88% |
$12.2K - $12.5K
|
10.5K
$225K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
192+ 0.17% |
$4.03K - $4.12K
|
111K
$2.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
188+ 1.0% |
$3.95K - $4.03K
|
19K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
153New |
$3.21K - $3.28K
|
153
$3.28K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
132+ 1.0% |
$2.77K - $2.83K
|
13.4K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
68+ 0.15% |
$1.43K - $1.46K
|
45.1K
$966K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29+ 0.2% |
$609 - $622
|
14.9K
$319K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.04% |
$420 - $429
|
1.95K
$41.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.98% |
$336 - $343
|
1.65K
$35.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$42 - $42.9
|
5.35K
$115K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8- 0.39% |
$168 - $172
|
2.04K
$43.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-586- 0.88% |
$12.3K - $12.6K
|
66K
$1.42M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.04K- 0.28% |
$21.8K - $22.3K
|
366K
$7.84M
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-1.07K- 0.83% |
$22.5K - $23K
|
127K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.03K- 14.04% |
$42.7K - $43.6K
|
12.4K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.33K- 18.37% |
$91K - $92.9K
|
19.3K
$413K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.79K- 27.89% |
$143K - $146K
|
17.6K
$377K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.48K- 17.14% |
$178K - $182K
|
41K
$879K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.17K- 30.9% |
$193K - $197K
|
20.5K
$440K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-27.9K- 25.3% |
$586K - $599K
|
82.5K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.2K- 21.1% |
$634K - $647K
|
113K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.9K- 74.54% |
$1.74M - $1.78M
|
28.3K
$607K
|