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 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
468+ 2.51% |
$10.1K - $10.3K
|
19.1K
$417K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3- 0.03% |
$64.7 - $66
|
10.2K
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 19.79% |
$23.3K - $23.7K
|
4.37K
$95.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.09% |
$292K - $298K
|
126K
$2.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.03K- 0.57% |
$65.3K - $66.5K
|
532K
$11.6M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-268- 66.34% |
$5.67K - $5.83K
|
136
$2.97K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24.5K+ 340.76% |
$519K - $534K
|
31.7K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.9K+ 12.84% |
$1.03M - $1.06M
|
430K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
269K+ 967.67% |
$5.7M - $5.87M
|
297K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
377KNew |
$7.98M - $8.21M
|
377K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21K+ 43.77% |
$445K - $457K
|
69K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.7K+ 25.63% |
$713K - $734K
|
165K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.1K- 7.68% |
$1.33M - $1.37M
|
759K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 84.26% |
$3.39M - $3.48M
|
350K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6K+ 37.22% |
$245K - $252K
|
42.7K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 25.99% |
$1.04M - $1.07M
|
239K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
59.8KNew |
$1.27M - $1.3M
|
59.8K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
4.55K+ 2.62% |
$96.3K - $99.1K
|
178K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 52.82% |
$412K - $423K
|
56.3K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.48K- 4.91% |
$116K - $119K
|
106K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-14- 0.77% |
$296 - $305
|
1.81K
$39.5K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-458- 3.27% |
$9.69K - $9.97K
|
13.6K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.29K+ 45.81% |
$197K - $202K
|
29.6K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.5KNew |
$201K - $207K
|
9.5K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8K+ 44.11% |
$462K - $475K
|
71.3K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.2KNew |
$278K - $286K
|
13.2K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399K+ 38.37% |
$8.45M - $8.69M
|
1.44M
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.1K+ 40.64% |
$86.7K - $89.2K
|
14.2K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-39.3K- 71.44% |
$832K - $856K
|
15.7K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7K+ 2.6% |
$458K - $472K
|
855K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
40.5K+ 5.43% |
$857K - $881K
|
786K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
675K+ 529.59% |
$14.3M - $14.7M
|
803K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.59K+ 80.84% |
$54.7K - $56.3K
|
5.79K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
638K+ 2950.66% |
$13.5M - $13.9M
|
659K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4K+ 15.81% |
$262K - $269K
|
90.6K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-402- 3.27% |
$8.51K - $8.75K
|
11.9K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
39New |
$825 - $849
|
39
$852
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$214K - $220K
|
10.1K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.3K+ 6.15% |
$48.6K - $50K
|
39.7K
$867K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.43K+ 73.21% |
$30.3K - $31.2K
|
3.39K
$74K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
92.9K+ 237.09% |
$1.97M - $2.02M
|
132K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
930New |
$19.7K - $20.2K
|
930
$20.3K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
76.8K+ 13.91% |
$1.63M - $1.67M
|
629K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15.1K+ 17.52% |
$319K - $329K
|
101K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.36K+ 16.31% |
$49.9K - $51.3K
|
16.8K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.83KNew |
$102K - $105K
|
4.83K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.7KNew |
$332K - $341K
|
15.7K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26.6KNew |
$562K - $578K
|
26.6K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.15KNew |
$109K - $112K
|
5.15K
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47K+ 52.62% |
$52.3K - $53.8K
|
7.16K
$157K
|
|