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 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.1KNew |
$214K - $223K
|
10.1K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.56K+ 32.93% |
$203K - $211K
|
38.6K
$834K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.23K+ 8.07% |
$196K - $204K
|
124K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
9.19K+ 49.09% |
$195K - $203K
|
27.9K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9.04K+ 92.11% |
$192K - $199K
|
18.9K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.83K+ 71.59% |
$188K - $195K
|
21.2K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8.78K+ 12.39% |
$187K - $194K
|
79.7K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.75K+ 69.8% |
$186K - $193K
|
21.3K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.53K+ 899.37% |
$181K - $188K
|
9.47K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.66K+ 9.75% |
$163K - $169K
|
86.3K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.24K+ 115.06% |
$154K - $160K
|
13.5K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.2KNew |
$153K - $159K
|
7.2K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
6.67K+ 2.8% |
$142K - $147K
|
245K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.57K+ 20.21% |
$140K - $145K
|
39.1K
$845K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.88K+ 64.3% |
$125K - $130K
|
15K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.22K+ 4.27% |
$111K - $115K
|
128K
$2.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.01K+ 21.55% |
$107K - $111K
|
28.3K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.69KNew |
$99.7K - $104K
|
4.69K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.5K+ 8.9% |
$95.6K - $99.3K
|
55.1K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.43K+ 5.42% |
$94.2K - $97.8K
|
86.2K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.3K+ 1075.0% |
$91.4K - $94.9K
|
4.7K
$102K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.29K+ 29.46% |
$91.1K - $94.6K
|
18.8K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.13K+ 31.93% |
$87.8K - $91.2K
|
17.1K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.96K+ 0.87% |
$84K - $87.3K
|
457K
$9.87M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.74K+ 1.05% |
$79.6K - $82.6K
|
361K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.52K+ 33.49% |
$74.8K - $77.6K
|
14K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.2KNew |
$68K - $70.6K
|
3.2K
$69.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.97K+ 129.66% |
$63.2K - $65.6K
|
5.27K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.46K+ 34.51% |
$52.2K - $54.2K
|
9.57K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.39K+ 1.86% |
$50.8K - $52.8K
|
131K
$2.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.33K+ 4.42% |
$49.5K - $51.4K
|
55.1K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$46.9K - $48.8K
|
2.21K
$47.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.16K+ 7.65% |
$46K - $47.7K
|
30.4K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.09K+ 10.68% |
$44.4K - $46.1K
|
21.7K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2KNew |
$42.5K - $44.1K
|
2K
$43.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$41.6K - $43.2K
|
1.96K
$42.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.45K+ 22.46% |
$30.8K - $32K
|
7.89K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 1.27% |
$29.6K - $30.7K
|
111K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.35K+ 10.28% |
$28.6K - $29.7K
|
14.5K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.18K+ 185.0% |
$25.2K - $26.1K
|
1.82K
$39.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16KNew |
$24.6K - $25.5K
|
1.16K
$25K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 6.97% |
$21.3K - $22.1K
|
15.4K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
989+ 0.55% |
$21K - $21.8K
|
181K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
850+ 4.09% |
$18.1K - $18.8K
|
21.6K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
809+ 22.6% |
$17.2K - $17.9K
|
4.39K
$94.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
768New |
$16.3K - $16.9K
|
768
$16.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
745+ 5.88% |
$15.8K - $16.4K
|
13.4K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
643+ 3.44% |
$13.7K - $14.2K
|
19.4K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
256+ 0.23% |
$5.44K - $5.65K
|
112K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
213+ 1.31% |
$4.53K - $4.7K
|
16.4K
$355K
|