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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
286New |
$6.07K - $6.35K
|
286
$6.08K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-736- 5.64% |
$15.6K - $16.4K
|
12.3K
$262K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$223K - $233K
|
10.5K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-215K- 65.41% |
$4.55M - $4.77M
|
113K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.4K- 19.27% |
$50.9K - $53.3K
|
10K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
329+ 0.8% |
$6.98K - $7.31K
|
41.3K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 42.48% |
$595K - $623K
|
94K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.9KNew |
$275K - $288K
|
12.9K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6K+ 125.52% |
$396K - $414K
|
33.5K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51K+ 253.6% |
$95.8K - $100K
|
6.29K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 115.85% |
$6.44M - $6.74M
|
565K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.57K+ 5.68% |
$139K - $146K
|
122K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
189+ 0.17% |
$4.01K - $4.2K
|
111K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.9K- 56.97% |
$762K - $798K
|
27.1K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.3KNew |
$345K - $362K
|
16.3K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.3K+ 6.47% |
$155K - $162K
|
120K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.7K+ 918.6% |
$397K - $416K
|
20.8K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.58K+ 16.37% |
$97.1K - $102K
|
32.5K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.7K- 50.92% |
$291K - $305K
|
13.2K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.3K+ 13.74% |
$262K - $274K
|
102K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 26.04% |
$2.55M - $2.67M
|
581K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.86K+ 12.48% |
$167K - $175K
|
70.9K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.2K+ 12.04% |
$576K - $603K
|
253K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.97% |
$340 - $356
|
1.67K
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.17K+ 13.25% |
$131K - $137K
|
52.7K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.78KNew |
$59K - $61.8K
|
2.78K
$59.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.26% |
$700 - $733
|
12.7K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
444K+ 73.19% |
$9.42M - $9.87M
|
1.05M
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.4K+ 288.07% |
$1.79M - $1.88M
|
114K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.92K+ 15.73% |
$210K - $220K
|
73K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 126.24% |
$3.84M - $4.02M
|
324K
$6.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$1.76K - $1.84K
|
83
$1.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.6K+ 225.28% |
$1.94M - $2.04M
|
132K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 1.75% |
$40K - $41.9K
|
110K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23K+ 2.72% |
$26K - $27.2K
|
46.3K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
17.1K+ 6.81% |
$363K - $380K
|
268K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 107.94% |
$299K - $313K
|
27.1K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
364+ 11.32% |
$7.72K - $8.09K
|
3.58K
$76.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
28.1KNew |
$597K - $625K
|
28.1K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 19.35% |
$732K - $767K
|
213K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 7445.75% |
$242K - $253K
|
11.5K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-348- 0.2% |
$7.38K - $7.73K
|
174K
$3.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9K+ 30.27% |
$191K - $200K
|
38.7K
$823K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.97% |
$403 - $422
|
1.97K
$41.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 10.47% |
$216K - $226K
|
107K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25.8K+ 46.18% |
$548K - $574K
|
81.8K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-662- 0.75% |
$14K - $14.7K
|
87.7K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-6.87K- 3.68% |
$146K - $153K
|
180K
$3.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 100.4% |
$3.87M - $4.05M
|
364K
$7.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 22.54% |
$64K - $67.1K
|
16.4K
$349K
|