Purchases and Sales Made in Q3 2024 in Ishares Tr Ibonds Dec 2029 Tre (IBTJ)

IBTJ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Tre (IBTJ) during Q3 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
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
493K
+ 272.55%
$10.5M - $10.9M
673K $14.4M
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
444K
+ 73.19%
$9.42M - $9.87M
1.05M $22.5M
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
303K
+ 115.85%
$6.44M - $6.74M
565K $12.1M
Oct 17, 2024 Q3 2024
Spreng Capital Management, Inc.

BUY
 -
238K
New
$5.06M - $5.3M
238K $5.1M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
182K
+ 100.4%
$3.87M - $4.05M
364K $7.79M
Nov 13, 2024 Q3 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
181K
+ 126.24%
$3.84M - $4.02M
324K $6.94M
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
120K
+ 26.04%
$2.55M - $2.67M
581K $12.4M
Oct 03, 2024 Q3 2024
Life Plan Financial, LLC

Mankato, MN
BUY
 -
108K
New
$2.29M - $2.39M
108K $2.31M
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
91.6K
+ 225.28%
$1.94M - $2.04M
132K $2.83M
Nov 13, 2024 Q3 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
84.4K
+ 288.07%
$1.79M - $1.88M
114K $2.43M
Oct 07, 2024 Q3 2024
Atwood & Palmer Inc

BUY
 -
71.7K
+ 7.61%
$1.52M - $1.59M
1.01M $21.7M
Oct 23, 2024 Q3 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
71.5K
+ 763.17%
$1.52M - $1.59M
80.9K $1.73M
Nov 01, 2024 Q3 2024
Cowa, LLC

Tulsa, OK
BUY
 -
50.6K
New
$1.07M - $1.12M
50.6K $1.08M
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
46.9K
New
$996K - $1.04M
46.9K $1M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
44K
+ 35.27%
$934K - $978K
169K $3.61M
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
42.7K
New
$905K - $948K
42.7K $913K
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
34.5K
+ 19.35%
$732K - $767K
213K $4.56M
Oct 21, 2024 Q3 2024
Shelton Wealth Management, LLC

BUY
 -
34K
+ 17.6%
$721K - $755K
227K $4.86M
Oct 16, 2024 Q3 2024
Probity Advisors, Inc.

Dallas, TX
BUY
 -
33.8K
+ 13.88%
$717K - $751K
277K $5.93M
Nov 12, 2024 Q3 2024
Jim Saulnier & Associates, LLC

Fort Collins, CO
BUY
 -
28.1K
New
$597K - $625K
28.1K $602K
Nov 14, 2024 Q3 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
28K
+ 42.48%
$595K - $623K
94K $2.01M
Nov 13, 2024 Q3 2024
D.A. Davidson & Co.

BUY
 -
27.2K
+ 12.04%
$576K - $603K
253K $5.41M
Nov 08, 2024 Q3 2024
Star Financial Bank

Fort Wayne, IN
BUY
 -
25.8K
+ 46.18%
$548K - $574K
81.8K $1.75M
Oct 16, 2024 Q3 2024
Hengehold Capital Management LLC

BUY
 -
24.2K
+ 4.11%
$514K - $538K
614K $13.1M
Oct 24, 2024 Q3 2024
Reliant Wealth Planning

BUY
 -
19.4K
+ 190.65%
$411K - $430K
29.5K $632K
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
18.7K
+ 918.6%
$397K - $416K
20.8K $444K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
18.6K
+ 125.52%
$396K - $414K
33.5K $717K
Nov 12, 2024 Q3 2024
Fagan Associates, Inc.

BUY
 -
17.1K
+ 6.81%
$363K - $380K
268K $5.75M
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
16.3K
New
$345K - $362K
16.3K $348K
Nov 04, 2024 Q3 2024
Stockman Wealth Management, Inc.

BUY
 -
15.7K
+ 10.9%
$334K - $349K
160K $3.42M
Oct 23, 2024 Q3 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
14.6K
New
$309K - $323K
14.6K $311K
Nov 01, 2024 Q3 2024
Leavell Investment Management, Inc.

BUY
 -
14.4K
New
$305K - $319K
14.4K $307K
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
14.1K
+ 107.94%
$299K - $313K
27.1K $581K
Nov 14, 2024 Q3 2024
Jacobi Capital Management LLC

BUY
 -
12.9K
New
$275K - $288K
12.9K $277K
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
12.3K
+ 13.74%
$262K - $274K
102K $2.19M
Oct 07, 2024 Q3 2024
Prosperity Planning, Inc.

BUY
 -
12K
New
$255K - $267K
12K $257K
Oct 30, 2024 Q3 2024
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
11.4K
New
$242K - $253K
11.4K $244K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
11.4K
+ 7445.75%
$242K - $253K
11.5K $247K
Nov 15, 2024 Q3 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
10.5K
New
$223K - $233K
10.5K $225K
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.2K
+ 10.47%
$216K - $226K
107K $2.3M
Nov 13, 2024 Q3 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
9.92K
+ 15.73%
$210K - $220K
73K $1.56M
Oct 04, 2024 Q3 2024
Waycross Investment Management CO

Bellingham, WA
BUY
 -
9.76K
+ 2.2%
$207K - $217K
453K $9.69M
Oct 15, 2024 Q3 2024
Safeguard Financial, LLC

BUY
 -
9.15K
New
$194K - $203K
9.15K $196K
Nov 08, 2024 Q3 2024
Thoroughbred Financial Services, LLC

BUY
 -
9K
+ 30.27%
$191K - $200K
38.7K $829K
Oct 11, 2024 Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
8.81K
+ 66.73%
$187K - $196K
22K $471K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
8.72K
+ 241.55%
$185K - $194K
12.3K $264K
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
8.52K
+ 14.87%
$181K - $189K
65.8K $1.41M
Nov 13, 2024 Q3 2024
Boston Family Office LLC

Boston, MA
BUY
 -
7.86K
+ 12.48%
$167K - $175K
70.9K $1.52M
Oct 15, 2024 Q3 2024
Krilogy Financial LLC

BUY
 -
7.76K
+ 37.84%
$165K - $172K
28.3K $605K

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