Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
280K+ 40.44% |
$6.03M - $6.15M
|
971K
$21.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
175K+ 23.43% |
$3.77M - $3.85M
|
922K
$20.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
119K+ 201.88% |
$2.57M - $2.62M
|
178K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47.8K+ 54.43% |
$1.03M - $1.05M
|
135K
$2.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 30.89% |
$845K - $862K
|
166K
$3.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 10.75% |
$622K - $634K
|
297K
$6.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
27K+ 29.88% |
$583K - $594K
|
117K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.72% |
$484K - $494K
|
126K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.8K+ 136.8% |
$469K - $478K
|
37.7K
$824K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.3K+ 201.8% |
$459K - $468K
|
31.8K
$697K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.9K+ 4.76% |
$386K - $394K
|
394K
$8.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.2K+ 94.23% |
$372K - $379K
|
35.5K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17KNew |
$366K - $373K
|
17K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.9K+ 3.81% |
$365K - $372K
|
462K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.2K+ 11.84% |
$350K - $357K
|
153K
$3.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
15.6K+ 6.01% |
$336K - $343K
|
275K
$6.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2KNew |
$328K - $334K
|
15.2K
$332K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.1K+ 3.79% |
$326K - $333K
|
414K
$9.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.1KNew |
$326K - $332K
|
15.1K
$330K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.8K+ 56.87% |
$297K - $303K
|
38K
$831K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.09% |
$292K - $298K
|
126K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 3.97% |
$287K - $292K
|
348K
$7.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.6KNew |
$273K - $278K
|
12.6K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.8K+ 1.68% |
$255K - $260K
|
717K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 5.99% |
$243K - $248K
|
199K
$4.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 29.16% |
$243K - $247K
|
49.8K
$1.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 1.66% |
$229K - $233K
|
648K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.5KNew |
$227K - $232K
|
10.5K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.5K+ 89.67% |
$227K - $232K
|
22.3K
$488K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.49K+ 70.18% |
$161K - $165K
|
18.2K
$397K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 4.83% |
$146K - $149K
|
147K
$3.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 20.0% |
$142K - $145K
|
39.6K
$867K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.51K+ 15.87% |
$140K - $143K
|
47.5K
$1.04M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.92K+ 1.33% |
$84.5K - $86.2K
|
299K
$6.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.01K+ 4.38% |
$64.9K - $66.1K
|
71.7K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.72K+ 21.06% |
$58.7K - $59.8K
|
15.6K
$342K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.31K+ 24.11% |
$49.8K - $50.7K
|
11.9K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.09K+ 33.9% |
$45K - $45.8K
|
8.24K
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.09K+ 22.1% |
$23.5K - $23.9K
|
6.02K
$132K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
909+ 0.2% |
$19.6K - $20K
|
455K
$9.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
874+ 3.97% |
$18.9K - $19.2K
|
22.9K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
766+ 1.3% |
$16.5K - $16.8K
|
59.6K
$1.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700New |
$15.1K - $15.4K
|
700
$15.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
574+ 4.28% |
$12.4K - $12.6K
|
14K
$306K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
556+ 3.12% |
$12K - $12.2K
|
18.4K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500+ 13.91% |
$10.8K - $11K
|
4.1K
$89.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
468+ 2.51% |
$10.1K - $10.3K
|
19.1K
$418K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
460+ 3.36% |
$9.92K - $10.1K
|
14.2K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
307+ 2.0% |
$6.62K - $6.75K
|
15.7K
$343K
|