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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
104+ 0.65% |
$2.21K - $2.31K
|
16.2K
$347K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.52K+ 14.87% |
$181K - $189K
|
65.8K
$1.41M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
108KNew |
$2.29M - $2.39M
|
108K
$2.31M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
640New |
$13.4K - $13.7K
|
640
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.9K- 74.54% |
$1.74M - $1.78M
|
28.3K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13KNew |
$274K - $280K
|
13K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
589+ 3.31% |
$12.4K - $12.6K
|
18.4K
$394K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.79K+ 9.64% |
$37.6K - $38.4K
|
20.3K
$435K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.29KNew |
$48.2K - $49.2K
|
2.29K
$49.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13.1KNew |
$275K - $281K
|
13.1K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
31.8K+ 6.57% |
$667K - $681K
|
515K
$11M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
18.7KNew |
$393K - $402K
|
18.7K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.79K- 27.89% |
$143K - $146K
|
17.6K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
34.5K+ 107.42% |
$725K - $740K
|
66.7K
$1.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
3.56K+ 37.49% |
$74.8K - $76.4K
|
13.1K
$280K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.41K+ 21.07% |
$72.6K - $74.5K
|
19.6K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$296K - $304K
|
13.9K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$1.37K - $1.4K
|
64
$1.37K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3KNew |
$64K - $65.6K
|
3K
$64.2K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$217K - $223K
|
10.2K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.9KNew |
$446K - $458K
|
20.9K
$448K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
2.25K+ 19.66% |
$48K - $49.2K
|
13.7K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-77- 2.35% |
$1.64K - $1.68K
|
3.2K
$68.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$226K - $232K
|
10.6K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$8.53K - $8.74K
|
400
$8.56K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
82+ 2.41% |
$1.75K - $1.79K
|
3.48K
$74.5K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.87K+ 0.8% |
$59.2K - $62.7K
|
360K
$7.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-500Closed |
$10.3K - $10.9K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-499- 1.33% |
$10.3K - $10.9K
|
36.9K
$790K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
492+ 2.29% |
$10.1K - $10.7K
|
21.9K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.64K+ 9.42% |
$116K - $123K
|
65.4K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
507New |
$10.4K - $11.1K
|
507
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.17KNew |
$24.1K - $25.5K
|
1.17K
$25K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
948New |
$19.5K - $20.7K
|
948
$20.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24.2KNew |
$499K - $529K
|
24.2K
$518K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$241K - $255K
|
11.7K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.51K- 39.72% |
$31.1K - $32.9K
|
2.29K
$49K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.99KNew |
$206K - $218K
|
9.99K
$214K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181New |
$3.79K - $3.94K
|
181
$3.87K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13KNew |
$44.5K - $46.2K
|
2.13K
$45.5K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.13KNew |
$24.3K - $25.2K
|
1.13K
$24.1K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-67.1K- 84.0% |
$1.43M - $1.5M
|
12.8K
$274K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$21.1K - $22.1K
|
1K
$21.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-40KClosed |
$853K - $933K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.13KNew |
$24.7K - $26.4K
|
1.13K
$24.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.99KClosed |
$43.8K - $46.8K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
376KNew |
$8.27M - $8.83M
|
376K
$8.05M
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.98KClosed |
$46.2K - $49.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-47Closed |
$1.16K - $1.19K
|
0
$0
|
|