Latest Institutional Transactions on Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Tre (IBTJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-8.22K- 21.35% |
$180K - $181K
|
30.3K
$664K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.39K- 13.39% |
$52.4K - $52.8K
|
15.5K
$339K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$21.9 - $22.1
|
10.2K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46.7K+ 22.31% |
$1.02M - $1.03M
|
256K
$5.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.73MNew |
$37.9M - $38.2M
|
1.73M
$37.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
37.2K+ 3.86% |
$814K - $821K
|
1M
$21.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 1.23% |
$3.24K - $3.27K
|
12.2K
$268K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43.3KNew |
$948K - $955K
|
43.3K
$949K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.59K+ 11.4% |
$34.9K - $35.2K
|
15.6K
$342K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$257K - $260K
|
11.8K
$258K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 83.98% |
$312K - $315K
|
31.2K
$685K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
121+ 0.87% |
$2.65K - $2.67K
|
14K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.11K+ 0.98% |
$90.1K - $90.8K
|
425K
$9.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
121K+ 25.36% |
$2.65M - $2.67M
|
598K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 5.63% |
$32.6K - $32.9K
|
25K
$548K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
91.4K+ 21.11% |
$2M - $2.02M
|
524K
$11.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.47K+ 6.47% |
$75.9K - $76.5K
|
57K
$1.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
188+ 1.2% |
$4.12K - $4.15K
|
15.8K
$347K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-340K- 65.35% |
$7.46M - $7.52M
|
181K
$3.96M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77.9K+ 43.78% |
$1.71M - $1.72M
|
256K
$5.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7KNew |
$301K - $303K
|
13.7K
$301K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4K+ 90.75% |
$855K - $869K
|
82.9K
$1.82M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.57K+ 275.81% |
$55.6K - $56.5K
|
3.5K
$76.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-56.9K- 47.11% |
$1.23M - $1.25M
|
63.9K
$1.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.99% |
$434 - $441
|
2.05K
$44.9K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
274+ 4.55% |
$5.94K - $6.04K
|
6.29K
$138K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
34K+ 166.45% |
$737K - $749K
|
54.4K
$1.19M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
674+ 0.72% |
$14.6K - $14.9K
|
94.7K
$2.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
290+ 2.04% |
$6.29K - $6.39K
|
14.5K
$317K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09KNew |
$23.7K - $24.1K
|
1.09K
$23.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.85K- 10.42% |
$40.1K - $40.8K
|
15.9K
$349K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.98K+ 10.31% |
$216K - $220K
|
107K
$2.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
176K+ 59.08% |
$3.81M - $3.87M
|
473K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
14.7K+ 0.76% |
$318K - $324K
|
1.95M
$42.9M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
3.06K+ 461.09% |
$66.3K - $67.4K
|
3.72K
$81.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.38K+ 1.2% |
$94.9K - $96.4K
|
370K
$8.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.1K- 5.95% |
$934K - $950K
|
681K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.47K+ 12.53% |
$162K - $165K
|
67.1K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 188.27% |
$2.52M - $2.56M
|
178K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.37% |
$802 - $815
|
10K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52- 0.28% |
$1.13K - $1.15K
|
18.4K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 276.98% |
$3.9M - $3.97M
|
245K
$5.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.94K+ 10.03% |
$151K - $153K
|
76.1K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.3K+ 38.99% |
$1.22M - $1.24M
|
201K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6.1K+ 2.11% |
$132K - $134K
|
295K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
447K+ 74.62% |
$9.7M - $9.86M
|
1.05M
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.2K+ 8.17% |
$69.3K - $70.4K
|
42.3K
$928K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.7KNew |
$774K - $787K
|
35.7K
$783K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
339K+ 713.5% |
$7.35M - $7.47M
|
386K
$8.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$267K - $271K
|
12.3K
$270K
|
|