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 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.5KNew |
$227K - $232K
|
10.5K
$233K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.5K+ 89.67% |
$227K - $232K
|
22.3K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8.48K+ 8.37% |
$183K - $186K
|
110K
$2.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.49K+ 70.18% |
$161K - $165K
|
18.2K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.1K+ 5.17% |
$153K - $156K
|
144K
$3.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.03K+ 12.78% |
$152K - $155K
|
62.1K
$1.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 4.83% |
$146K - $149K
|
147K
$3.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 20.0% |
$142K - $145K
|
39.6K
$874K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.51K+ 15.87% |
$140K - $143K
|
47.5K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
6.31K+ 4.78% |
$136K - $139K
|
138K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.15K+ 6.79% |
$133K - $135K
|
96.7K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.02K+ 61.19% |
$130K - $132K
|
15.9K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.47K+ 9.72% |
$118K - $120K
|
61.7K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.85K+ 35.76% |
$105K - $107K
|
18.4K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.81K+ 0.73% |
$104K - $106K
|
664K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
4.64K+ 11.69% |
$100K - $102K
|
44.3K
$978K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.92K+ 1.33% |
$84.5K - $86.2K
|
299K
$6.61M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3.62K+ 21.54% |
$78.1K - $79.6K
|
20.4K
$451K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.01K+ 4.38% |
$64.9K - $66.1K
|
71.7K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.72K+ 21.06% |
$58.7K - $59.8K
|
15.6K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.31K+ 24.11% |
$49.8K - $50.7K
|
11.9K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.09K+ 33.9% |
$45K - $45.8K
|
8.24K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.29K+ 3.25% |
$27.8K - $28.3K
|
41K
$904K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.11K+ 6.5% |
$23.9K - $24.4K
|
18.2K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.09K+ 22.1% |
$23.5K - $23.9K
|
6.02K
$133K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
909+ 0.2% |
$19.6K - $20K
|
455K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
874+ 3.97% |
$18.9K - $19.2K
|
22.9K
$505K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
766+ 1.3% |
$16.5K - $16.8K
|
59.6K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700New |
$15.1K - $15.4K
|
700
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
663New |
$14.3K - $14.6K
|
663
$14.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
574+ 4.28% |
$12.4K - $12.6K
|
14K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
556+ 3.12% |
$12K - $12.2K
|
18.4K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
517+ 5.74% |
$11.2K - $11.4K
|
9.52K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500+ 13.91% |
$10.8K - $11K
|
4.1K
$90.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
468+ 2.51% |
$10.1K - $10.3K
|
19.1K
$422K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
460+ 3.36% |
$9.92K - $10.1K
|
14.2K
$313K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
307+ 2.0% |
$6.62K - $6.75K
|
15.7K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
198+ 0.19% |
$4.27K - $4.35K
|
106K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
193+ 0.28% |
$4.16K - $4.24K
|
69.2K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
137+ 0.05% |
$2.96K - $3.01K
|
289K
$6.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117+ 0.99% |
$2.52K - $2.57K
|
11.9K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48+ 0.48% |
$1.04K - $1.06K
|
10K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.37% |
$798 - $814
|
10K
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24+ 0.14% |
$518 - $528
|
17.5K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.95% |
$410 - $418
|
2.03K
$44.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17+ 0.18% |
$367 - $374
|
9.67K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17+ 1.0% |
$367 - $374
|
1.72K
$37.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.87% |
$86.3 - $88
|
463
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|