Purchases and Sales Made in Q4 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
341KNew |
$7.24M - $7.52M
|
341K
$7.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
76.6K+ 33.74% |
$1.63M - $1.69M
|
304K
$6.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
75.9K+ 7.49% |
$1.61M - $1.67M
|
1.09M
$23.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.6K+ 61.75% |
$863K - $896K
|
106K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 175.51% |
$820K - $852K
|
60.6K
$1.29M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
18.4K+ 55.2% |
$392K - $407K
|
51.8K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$259K - $269K
|
12.2K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9.04K+ 92.11% |
$192K - $199K
|
18.9K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.66K+ 9.75% |
$163K - $169K
|
86.3K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.88K+ 64.3% |
$125K - $130K
|
15K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.96K+ 0.87% |
$84K - $87.3K
|
457K
$9.75M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.74K+ 1.05% |
$79.6K - $82.6K
|
361K
$7.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.16K+ 7.65% |
$46K - $47.7K
|
30.4K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2KNew |
$42.5K - $44.1K
|
2K
$42.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.45K+ 22.46% |
$30.8K - $32K
|
7.89K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
213+ 1.31% |
$4.53K - $4.7K
|
16.4K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.41K- 25.66% |
$115K - $119K
|
15.7K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.06K- 9.82% |
$150K - $156K
|
64.8K
$1.38M
|