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 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
178New |
$3.78K - $3.93K
|
178
$3.85K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
130+ 3.73% |
$2.76K - $2.87K
|
3.61K
$78.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 0.32% |
$2.57K - $2.67K
|
37.9K
$820K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 0.76% |
$2.04K - $2.12K
|
12.7K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
59+ 0.03% |
$1.25K - $1.3K
|
174K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
35+ 0.3% |
$744 - $772
|
11.6K
$250K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 1.27% |
$531 - $552
|
1.99K
$43.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22+ 1.32% |
$468 - $486
|
1.69K
$36.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.33% |
$128 - $132
|
456
$9.85K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-101- 1.01% |
$2.15K - $2.23K
|
9.94K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-667- 4.48% |
$14.2K - $14.7K
|
14.2K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-700- 0.62% |
$14.9K - $15.4K
|
113K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-878- 1.0% |
$18.7K - $19.4K
|
86.8K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 39.95% |
$23.6K - $24.5K
|
1.67K
$36.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 73.95% |
$35.5K - $36.9K
|
589
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.38K- 3.48% |
$50.6K - $52.6K
|
66.1K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.49K- 48.16% |
$95.4K - $99.1K
|
4.83K
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.41K- 25.66% |
$115K - $119K
|
15.7K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-6.1K- 29.97% |
$130K - $135K
|
14.3K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.83K- 25.2% |
$145K - $151K
|
20.3K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.06K- 9.82% |
$150K - $156K
|
64.8K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 1.02% |
$228K - $236K
|
1.04M
$22.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-16.6K- 58.91% |
$352K - $366K
|
11.6K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 21.45% |
$429K - $445K
|
73.9K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.6K- 67.53% |
$1.63M - $1.69M
|
36.8K
$796K
|