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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.9K+ 4.76% |
$386K - $394K
|
394K
$8.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.72K+ 21.06% |
$58.7K - $59.8K
|
15.6K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.92K+ 1.33% |
$84.5K - $86.2K
|
299K
$6.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700New |
$15.1K - $15.4K
|
700
$15.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.8K+ 136.8% |
$469K - $478K
|
37.7K
$823K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
874+ 3.97% |
$18.9K - $19.2K
|
22.9K
$500K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.01K- 3.05% |
$21.7K - $22.1K
|
32K
$699K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
15.6K+ 6.01% |
$336K - $343K
|
275K
$6.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6.79K+ 4.83% |
$146K - $149K
|
147K
$3.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.49K+ 70.18% |
$161K - $165K
|
18.2K
$397K
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
556+ 3.12% |
$12K - $12.2K
|
18.4K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 20.0% |
$142K - $145K
|
39.6K
$865K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.69K- 5.25% |
$144K - $147K
|
121K
$2.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.87% |
$86.3 - $88
|
463
$10.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 10.75% |
$622K - $634K
|
297K
$6.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48+ 0.48% |
$1.04K - $1.06K
|
10K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-24.5K- 40.09% |
$529K - $539K
|
36.6K
$800K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.31K+ 24.11% |
$49.8K - $50.7K
|
11.9K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.51K+ 15.87% |
$140K - $143K
|
47.5K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500+ 13.91% |
$10.8K - $11K
|
4.1K
$89.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
766+ 1.3% |
$16.5K - $16.8K
|
59.6K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
909+ 0.2% |
$19.6K - $20K
|
455K
$9.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2KNew |
$328K - $334K
|
15.2K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.3K+ 201.8% |
$459K - $468K
|
31.8K
$696K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
460+ 3.36% |
$9.92K - $10.1K
|
14.2K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.09K+ 33.9% |
$45K - $45.8K
|
8.24K
$180K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 30.89% |
$845K - $862K
|
166K
$3.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.62K- 14.3% |
$35K - $35.7K
|
9.72K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.48K- 17.75% |
$140K - $142K
|
30K
$656K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.5KNew |
$227K - $232K
|
10.5K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.1KNew |
$326K - $332K
|
15.1K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.72% |
$484K - $494K
|
126K
$2.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17KNew |
$366K - $373K
|
17K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.9K+ 3.81% |
$365K - $372K
|
462K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
119K+ 201.88% |
$2.57M - $2.62M
|
178K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-12.9K- 26.66% |
$279K - $284K
|
35.5K
$776K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47.8K+ 54.43% |
$1.03M - $1.05M
|
135K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
175K+ 23.43% |
$3.77M - $3.85M
|
922K
$20.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 5.99% |
$243K - $248K
|
199K
$4.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.2K+ 11.84% |
$350K - $357K
|
153K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 3.97% |
$287K - $292K
|
348K
$7.6M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-46- 1.27% |
$992 - $1.01K
|
3.57K
$77.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
574+ 4.28% |
$12.4K - $12.6K
|
14K
$306K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
307+ 2.0% |
$6.62K - $6.75K
|
15.7K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.8K+ 56.87% |
$297K - $303K
|
38K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.32K- 2.78% |
$28.4K - $29K
|
46.1K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.01K+ 4.38% |
$64.9K - $66.1K
|
71.7K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-235K- 20.66% |
$5.07M - $5.17M
|
903K
$19.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 29.16% |
$243K - $247K
|
49.8K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.1K+ 3.79% |
$326K - $333K
|
414K
$9.04M
|