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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.66K+ 5.43% |
$77.8K - $81.4K
|
71.1K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50.6KNew |
$1.07M - $1.12M
|
50.6K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
450New |
$9.55K - $10K
|
450
$9.63K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.4KNew |
$305K - $319K
|
14.4K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.1K- 30.55% |
$87K - $91.1K
|
9.32K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.4KNew |
$242K - $253K
|
11.4K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42.7KNew |
$905K - $948K
|
42.7K
$913K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.86K+ 2.42% |
$39.4K - $41.3K
|
78.6K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
828+ 4.63% |
$17.6K - $18.4K
|
18.7K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.72K+ 91.73% |
$36.5K - $38.2K
|
3.6K
$76.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
152New |
$3.23K - $3.38K
|
152
$3.25K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 9.36% |
$23K - $24.1K
|
12.7K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26KNew |
$48K - $50.2K
|
2.26K
$48.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.21K+ 33.02% |
$153K - $160K
|
29K
$621K
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.85K+ 8.87% |
$124K - $130K
|
71.8K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
6.32K+ 23.35% |
$134K - $140K
|
33.4K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
19.4K+ 190.65% |
$411K - $430K
|
29.5K
$632K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.5K+ 763.17% |
$1.52M - $1.59M
|
80.9K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
14.6KNew |
$309K - $323K
|
14.6K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
7.11KNew |
$151K - $158K
|
7.11K
$152K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.08K+ 15.28% |
$65.4K - $68.5K
|
23.3K
$498K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44K+ 35.27% |
$934K - $978K
|
169K
$3.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-14K- 16.99% |
$297K - $311K
|
68.4K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$21.2 - $22.2
|
1
$21.4
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
34K+ 17.6% |
$721K - $755K
|
227K
$4.86M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.53K+ 1.2% |
$32.5K - $34.1K
|
129K
$2.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 8.31% |
$28.7K - $30K
|
14.9K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
493K+ 272.55% |
$10.5M - $10.9M
|
673K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.31K+ 22.03% |
$134K - $140K
|
34.9K
$748K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.3K+ 17.56% |
$1.77M - $1.85M
|
557K
$11.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.91K- 20.76% |
$210K - $220K
|
37.8K
$809K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.06M - $5.3M
|
238K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
24.2K+ 4.11% |
$514K - $538K
|
614K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.8K+ 13.88% |
$717K - $751K
|
277K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.15KNew |
$194K - $203K
|
9.15K
$196K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.76K+ 37.84% |
$165K - $172K
|
28.3K
$605K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46.9KNew |
$996K - $1.04M
|
46.9K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.81K+ 66.73% |
$187K - $196K
|
22K
$471K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.51K+ 13.71% |
$32.1K - $33.6K
|
12.5K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$63.7 - $66.7
|
5.36K
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.04K+ 10.74% |
$43.4K - $45.4K
|
21.1K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.55K+ 14.27% |
$32.9K - $34.5K
|
12.4K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.72K+ 241.55% |
$185K - $194K
|
12.3K
$264K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12KNew |
$255K - $267K
|
12K
$257K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-687- 6.54% |
$14.6K - $15.3K
|
9.81K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
71.7K+ 7.61% |
$1.52M - $1.59M
|
1.01M
$21.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.43K- 23.03% |
$94.1K - $98.5K
|
14.8K
$317K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
9.76K+ 2.2% |
$207K - $217K
|
453K
$9.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
6.45KNew |
$137K - $143K
|
6.45K
$138K
|