Latest Institutional Purchases of Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Tre (IBTJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.73MNew |
$37.9M - $38.2M
|
1.73M
$37.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
121K+ 25.36% |
$2.65M - $2.67M
|
598K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
91.4K+ 21.11% |
$2M - $2.02M
|
524K
$11.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77.9K+ 43.78% |
$1.71M - $1.72M
|
256K
$5.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46.7K+ 22.31% |
$1.02M - $1.03M
|
256K
$5.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43.3KNew |
$948K - $955K
|
43.3K
$949K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
37.2K+ 3.86% |
$814K - $821K
|
1M
$21.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 83.98% |
$312K - $315K
|
31.2K
$685K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7KNew |
$301K - $303K
|
13.7K
$301K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$257K - $260K
|
11.8K
$258K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.11K+ 0.98% |
$90.1K - $90.8K
|
425K
$9.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.47K+ 6.47% |
$75.9K - $76.5K
|
57K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.59K+ 11.4% |
$34.9K - $35.2K
|
15.6K
$342K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
188+ 1.2% |
$4.12K - $4.15K
|
15.8K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 1.23% |
$3.24K - $3.27K
|
12.2K
$268K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
121+ 0.87% |
$2.65K - $2.67K
|
14K
$307K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$21.9 - $22.1
|
10.2K
$225K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
447K+ 74.62% |
$9.7M - $9.86M
|
1.05M
$23M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
339K+ 713.5% |
$7.35M - $7.47M
|
386K
$8.47M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
319K+ 65.52% |
$6.91M - $7.02M
|
805K
$17.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
256KNew |
$5.55M - $5.64M
|
256K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 276.98% |
$3.9M - $3.97M
|
245K
$5.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
176K+ 59.08% |
$3.81M - $3.87M
|
473K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149K+ 395.69% |
$3.23M - $3.28M
|
187K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 188.27% |
$2.52M - $2.56M
|
178K
$3.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.4K+ 9.91% |
$1.77M - $1.79M
|
903K
$19.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
58K+ 16.41% |
$1.26M - $1.28M
|
412K
$9.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.3K+ 38.99% |
$1.22M - $1.24M
|
201K
$4.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
55.4K+ 63.19% |
$1.2M - $1.22M
|
143K
$3.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.4K+ 6.69% |
$963K - $979K
|
708K
$15.5M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4K+ 90.75% |
$855K - $869K
|
82.9K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.7KNew |
$774K - $787K
|
35.7K
$783K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.6K+ 67.38% |
$750K - $762K
|
85.9K
$1.88M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
34K+ 166.45% |
$737K - $749K
|
54.4K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
32.2K+ 13.32% |
$698K - $710K
|
274K
$6.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30.9KNew |
$671K - $682K
|
30.9K
$678K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.9K+ 84.04% |
$647K - $658K
|
65.4K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
28.7K+ 4.01% |
$623K - $633K
|
746K
$16.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
26.1K+ 2.84% |
$567K - $576K
|
948K
$20.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.2K+ 7.24% |
$546K - $555K
|
373K
$8.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25K+ 18.48% |
$543K - $552K
|
161K
$3.52M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23.6KNew |
$512K - $520K
|
23.6K
$517K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.3K+ 46.76% |
$505K - $513K
|
73.1K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22K+ 48.21% |
$478K - $485K
|
67.7K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.8KNew |
$429K - $436K
|
19.8K
$434K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.5K+ 49.36% |
$424K - $431K
|
59.1K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
18.4KNew |
$400K - $406K
|
18.4K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
18.4KNew |
$399K - $406K
|
18.4K
$404K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.7K+ 4.48% |
$383K - $389K
|
411K
$9.02M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 5.89% |
$382K - $389K
|
317K
$6.95M
|
|