Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
256KNew |
$5.55M - $5.64M
|
256K
$5.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149K+ 395.69% |
$3.23M - $3.28M
|
187K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.4K+ 6.69% |
$963K - $979K
|
708K
$15.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
41.9K+ 4.55% |
$908K - $923K
|
963K
$21.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
32.2K+ 13.32% |
$698K - $710K
|
274K
$6.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30.9KNew |
$671K - $682K
|
30.9K
$683K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
30.9K+ 17.32% |
$669K - $680K
|
209K
$4.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.2K+ 7.24% |
$546K - $555K
|
373K
$8.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25K+ 18.48% |
$543K - $552K
|
161K
$3.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.7K+ 16.1% |
$535K - $544K
|
178K
$3.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.3K+ 46.76% |
$505K - $513K
|
73.1K
$1.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.5K+ 49.36% |
$424K - $431K
|
59.1K
$1.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.1K+ 4.62% |
$414K - $421K
|
433K
$9.56M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 5.89% |
$382K - $389K
|
317K
$7M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
17.6K+ 49.09% |
$382K - $388K
|
53.5K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
16.2KNew |
$350K - $356K
|
16.2K
$357K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15K+ 3.26% |
$326K - $331K
|
477K
$10.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 11.5% |
$314K - $319K
|
140K
$3.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
14KNew |
$304K - $309K
|
14K
$309K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.2K+ 40.74% |
$265K - $270K
|
42.3K
$932K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.5KNew |
$249K - $254K
|
11.5K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
11.2K+ 115.45% |
$243K - $247K
|
20.9K
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.23KNew |
$200K - $203K
|
9.23K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.52K+ 3.77% |
$163K - $166K
|
207K
$4.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.92KNew |
$150K - $152K
|
6.92K
$153K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.59KNew |
$99.6K - $101K
|
4.59K
$101K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.5K+ 1.27% |
$75.8K - $77.1K
|
278K
$6.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.47K+ 151.46% |
$75.2K - $76.4K
|
5.76K
$127K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83K+ 5.95% |
$61.3K - $62.3K
|
50.3K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.16K+ 22.37% |
$46.9K - $47.7K
|
11.8K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.83K+ 12.92% |
$39.7K - $40.3K
|
16K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.74K+ 2.81% |
$37.8K - $38.4K
|
63.8K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.63K+ 0.18% |
$35.4K - $35.9K
|
905K
$20M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 6.95% |
$34.5K - $35K
|
24.5K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 4.97% |
$16.3K - $16.6K
|
15.9K
$352K
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
229+ 1.2% |
$4.96K - $5.05K
|
19.3K
$427K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47+ 0.47% |
$1.02K - $1.04K
|
10.1K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24+ 0.14% |
$520 - $529
|
17.5K
$387K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.07% |
$260 - $264
|
17K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.61K- 5.77% |
$34.9K - $35.5K
|
26.3K
$581K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.62K- 10.92% |
$56.8K - $57.8K
|
21.4K
$472K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 1.94% |
$70K - $71.1K
|
163K
$3.59M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-9.06K- 25.5% |
$196K - $200K
|
26.5K
$584K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.8K- 2.03% |
$234K - $238K
|
521K
$11.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-34.2K- 7.53% |
$742K - $755K
|
421K
$9.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.3K- 5.29% |
$744K - $756K
|
614K
$13.6M
|