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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
136K+ 17.34% |
$2.94M - $3M
|
922K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.1K+ 5.17% |
$153K - $156K
|
144K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60.6K+ 141.82% |
$1.31M - $1.33M
|
103K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.37% |
$798 - $814
|
10K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
10.8KNew |
$234K - $239K
|
10.8K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
24.9K+ 30.07% |
$537K - $548K
|
108K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
663New |
$14.3K - $14.6K
|
663
$14.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-111- 0.51% |
$2.39K - $2.44K
|
21.6K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
198+ 0.19% |
$4.27K - $4.35K
|
106K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.15K+ 6.79% |
$133K - $135K
|
96.7K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-13- 0.72% |
$280 - $286
|
1.8K
$39.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
61.4K+ 9.76% |
$1.32M - $1.35M
|
690K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.29K+ 3.25% |
$27.8K - $28.3K
|
41K
$895K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-25.9K- 46.25% |
$559K - $570K
|
30.1K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.4K+ 76.46% |
$1.35M - $1.37M
|
144K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
4.64K+ 11.69% |
$100K - $102K
|
44.3K
$968K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
517+ 5.74% |
$11.2K - $11.4K
|
9.52K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.11K+ 6.5% |
$23.9K - $24.4K
|
18.2K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.03K+ 12.78% |
$152K - $155K
|
62.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.5K+ 13.27% |
$853K - $869K
|
337K
$7.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
117+ 0.99% |
$2.52K - $2.57K
|
11.9K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.01K- 1.4% |
$21.8K - $22.2K
|
71.3K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.02K+ 61.19% |
$130K - $132K
|
15.9K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-30.6K- 40.89% |
$660K - $673K
|
44.3K
$967K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 4.14% |
$42.6K - $43.4K
|
45.7K
$998K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
17+ 0.18% |
$367 - $374
|
9.67K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.27K- 12.07% |
$27.4K - $27.9K
|
9.24K
$202K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.1KNew |
$261K - $266K
|
12.1K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-72- 0.34% |
$1.55K - $1.58K
|
20.9K
$457K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
203K+ 71.91% |
$4.39M - $4.47M
|
486K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
432K+ 28.61% |
$9.31M - $9.49M
|
1.94M
$42.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.95% |
$410 - $418
|
2.03K
$44.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.8K+ 16.18% |
$363K - $370K
|
121K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 11.36% |
$25.9K - $26.4K
|
9.36K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 4.39% |
$316K - $322K
|
348K
$7.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.95K- 5.34% |
$107K - $109K
|
87.6K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
50.7K+ 552.64% |
$1.09M - $1.12M
|
59.9K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
24.3K+ 9.27% |
$523K - $533K
|
286K
$6.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
137+ 0.05% |
$2.96K - $3.01K
|
289K
$6.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 1.66% |
$229K - $233K
|
648K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.09K+ 22.1% |
$23.5K - $23.9K
|
6.02K
$131K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17+ 1.0% |
$367 - $374
|
1.72K
$37.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
10.5K+ 89.67% |
$227K - $232K
|
22.3K
$487K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26K- 33.59% |
$560K - $571K
|
51.3K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-20.1K- 10.7% |
$433K - $441K
|
168K
$3.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24+ 0.14% |
$518 - $528
|
17.5K
$382K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31K- 66.06% |
$669K - $682K
|
15.9K
$348K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.6KNew |
$273K - $278K
|
12.6K
$276K
|