Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
407KNew |
$8.38M - $8.88M
|
407K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
351K+ 2388.6% |
$7.23M - $7.66M
|
366K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
128KNew |
$2.65M - $2.81M
|
128K
$2.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
99.1KNew |
$2.04M - $2.16M
|
99.1K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
96KNew |
$1.98M - $2.1M
|
96K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
90.1KNew |
$1.86M - $1.97M
|
90.1K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
88.7KNew |
$1.83M - $1.94M
|
88.7K
$1.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.2K+ 21.45% |
$1.82M - $1.93M
|
499K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.3K+ 342.37% |
$1.45M - $1.54M
|
90.9K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
68.4KNew |
$1.41M - $1.49M
|
68.4K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.3K+ 114.88% |
$1.08M - $1.14M
|
97.8K
$2.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
50.6KNew |
$1.04M - $1.11M
|
50.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
45.7KNew |
$941K - $998K
|
45.7K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.6KNew |
$816K - $865K
|
39.6K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
37.4K+ 35.08% |
$770K - $816K
|
144K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
36.8K+ 40.09% |
$757K - $803K
|
128K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.5K+ 826.92% |
$691K - $733K
|
37.6K
$805K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33.1K+ 425.87% |
$682K - $722K
|
40.8K
$874K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
32.1KNew |
$662K - $702K
|
32.1K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31.8KNew |
$656K - $695K
|
31.8K
$681K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
31.7K+ 4.01% |
$653K - $692K
|
822K
$17.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.6KNew |
$548K - $581K
|
26.6K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.8KNew |
$533K - $564K
|
25.8K
$553K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24.2KNew |
$499K - $529K
|
24.2K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.6KNew |
$383K - $406K
|
18.6K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.2K+ 19.04% |
$334K - $354K
|
101K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.8K+ 65.12% |
$326K - $346K
|
40.1K
$859K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
14.6K+ 55.75% |
$302K - $320K
|
40.9K
$875K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2KNew |
$271K - $288K
|
13.2K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 19.71% |
$271K - $287K
|
79.8K
$1.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$265K - $281K
|
12.9K
$276K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12.1KNew |
$250K - $265K
|
12.1K
$260K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$241K - $255K
|
11.7K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
11.4KNew |
$236K - $250K
|
11.4K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 12.05% |
$232K - $246K
|
105K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7KNew |
$220K - $233K
|
10.7K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 102.53% |
$217K - $230K
|
20.8K
$446K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.99KNew |
$206K - $218K
|
9.99K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
9.71KNew |
$200K - $212K
|
9.71K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.68KNew |
$199K - $211K
|
9.68K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.23K+ 25.07% |
$170K - $180K
|
41K
$878K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.02K+ 1.39% |
$165K - $175K
|
585K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.23KNew |
$128K - $136K
|
6.23K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.1K+ 19.19% |
$126K - $133K
|
37.9K
$811K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.64K+ 9.42% |
$116K - $123K
|
65.4K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.8K+ 20.71% |
$98.8K - $105K
|
28K
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.6K+ 4.05% |
$94.9K - $101K
|
118K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.28KNew |
$67.6K - $71.7K
|
3.28K
$70.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.2K+ 23.48% |
$66K - $69.9K
|
16.8K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 26.99% |
$60.7K - $64.3K
|
13.8K
$296K
|