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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
833KNew |
$17.7M - $18.4M
|
833K
$18M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
552KNew |
$11.7M - $12.2M
|
552K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
427KNew |
$9.07M - $9.42M
|
427K
$9.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
341KNew |
$7.24M - $7.52M
|
341K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 41.54% |
$5.12M - $5.32M
|
822K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
180K+ 31.9% |
$3.83M - $3.98M
|
745K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
92.7K+ 25.47% |
$1.97M - $2.05M
|
457K
$9.87M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90.2K+ 218.41% |
$1.92M - $1.99M
|
131K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.7K+ 85.83% |
$1.86M - $1.94M
|
190K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
76.6K+ 33.74% |
$1.63M - $1.69M
|
304K
$6.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
75.9K+ 7.49% |
$1.61M - $1.67M
|
1.09M
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.3K+ 57.69% |
$1.47M - $1.53M
|
189K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
59.9KNew |
$1.27M - $1.32M
|
59.9K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.6K+ 17.45% |
$1.2M - $1.25M
|
381K
$8.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52.4KNew |
$1.11M - $1.16M
|
52.4K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52K+ 30.78% |
$1.1M - $1.15M
|
221K
$4.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.6K+ 61.75% |
$863K - $896K
|
106K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
39.2KNew |
$833K - $865K
|
39.2K
$847K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 175.51% |
$820K - $852K
|
60.6K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38.2KNew |
$812K - $844K
|
38.2K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.7KNew |
$802K - $833K
|
37.7K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
37.4KNew |
$794K - $825K
|
37.4K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
36.9K+ 136.1% |
$785K - $815K
|
64.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.2K+ 204.07% |
$706K - $733K
|
49.5K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
31.9K+ 69.0% |
$679K - $705K
|
78.2K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.1KNew |
$661K - $687K
|
31.1K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.9K+ 5.55% |
$657K - $683K
|
588K
$12.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
27.8KNew |
$592K - $615K
|
27.8K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
27.7K+ 4.52% |
$590K - $612K
|
642K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
22.4KNew |
$475K - $494K
|
22.4K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.2K+ 8.79% |
$472K - $490K
|
275K
$5.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 9.99% |
$452K - $469K
|
234K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
21.3K+ 7.92% |
$452K - $469K
|
290K
$6.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
19.4KNew |
$412K - $428K
|
19.4K
$419K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
18.4K+ 55.2% |
$392K - $407K
|
51.8K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
17.1K+ 44.18% |
$364K - $378K
|
55.8K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 15.47% |
$353K - $366K
|
124K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5K+ 22.68% |
$352K - $365K
|
89.5K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.3K+ 22.85% |
$345K - $359K
|
87.4K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.1K+ 10.07% |
$342K - $356K
|
176K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$324K - $337K
|
15.3K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.7KNew |
$311K - $323K
|
14.7K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5K+ 43.3% |
$308K - $320K
|
48K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.9KNew |
$275K - $285K
|
12.9K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$273K - $284K
|
12.9K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 9.6% |
$270K - $280K
|
145K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.3KNew |
$261K - $271K
|
12.3K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$259K - $269K
|
12.2K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.4KNew |
$222K - $230K
|
10.4K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.2K+ 34.45% |
$216K - $224K
|
39.7K
$858K
|