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 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3- 0.03% |
$64.7 - $66
|
10.2K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-13- 0.72% |
$280 - $286
|
1.8K
$39.7K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-46- 1.27% |
$992 - $1.01K
|
3.57K
$78.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-72- 0.34% |
$1.55K - $1.58K
|
20.9K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-111- 0.51% |
$2.39K - $2.44K
|
21.6K
$476K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-555- 2.25% |
$12K - $12.2K
|
24.2K
$533K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-618- 2.51% |
$13.3K - $13.6K
|
24K
$530K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 3.05% |
$21.7K - $22.1K
|
32K
$706K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 1.4% |
$21.8K - $22.2K
|
71.3K
$1.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 19.79% |
$23.3K - $23.7K
|
4.37K
$96.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-1.12K- 4.68% |
$24.1K - $24.6K
|
22.8K
$503K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 11.36% |
$25.9K - $26.4K
|
9.36K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.27K- 12.07% |
$27.4K - $27.9K
|
9.24K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.32K- 2.78% |
$28.4K - $29K
|
46.1K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.43K- 5.83% |
$30.8K - $31.4K
|
23.1K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.62K- 14.3% |
$35K - $35.7K
|
9.72K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 4.14% |
$42.6K - $43.4K
|
45.7K
$1.01M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.03K- 0.57% |
$65.3K - $66.5K
|
532K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.95K- 5.34% |
$107K - $109K
|
87.6K
$1.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.48K- 17.75% |
$140K - $142K
|
30K
$663K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.69K- 5.25% |
$144K - $147K
|
121K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-12.9K- 26.66% |
$279K - $284K
|
35.5K
$784K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-14K- 44.02% |
$301K - $307K
|
17.8K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-20.1K- 10.7% |
$433K - $441K
|
168K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-23.4K- 6.2% |
$504K - $514K
|
354K
$7.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-24.5K- 40.09% |
$529K - $539K
|
36.6K
$808K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25.9K- 46.25% |
$559K - $570K
|
30.1K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26K- 33.59% |
$560K - $571K
|
51.3K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26K- 10.91% |
$562K - $573K
|
213K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-30.6K- 40.89% |
$660K - $673K
|
44.3K
$977K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31K- 66.06% |
$669K - $682K
|
15.9K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.4K- 4.54% |
$743K - $757K
|
724K
$16M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79K- 54.84% |
$1.7M - $1.74M
|
65K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-118K- 71.25% |
$2.54M - $2.59M
|
47.5K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-235K- 20.66% |
$5.07M - $5.17M
|
903K
$19.9M
|