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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
432K+ 28.61% |
$9.31M - $9.49M
|
1.94M
$42.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
280K+ 40.44% |
$6.03M - $6.15M
|
971K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
242KNew |
$5.22M - $5.32M
|
242K
$5.28M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
203K+ 71.91% |
$4.39M - $4.47M
|
486K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
175K+ 23.43% |
$3.77M - $3.85M
|
922K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
169K+ 39.4% |
$3.65M - $3.73M
|
599K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
165K+ 19.33% |
$3.56M - $3.63M
|
1.02M
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
136K+ 17.34% |
$2.94M - $3M
|
922K
$20.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
119K+ 201.88% |
$2.57M - $2.62M
|
178K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.6KNew |
$2M - $2.04M
|
92.6K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.9K+ 4.51% |
$1.4M - $1.43M
|
1.5M
$32.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.4K+ 76.46% |
$1.35M - $1.37M
|
144K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
61.4K+ 9.76% |
$1.32M - $1.35M
|
690K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
60.6K+ 141.82% |
$1.31M - $1.33M
|
103K
$2.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
50.7K+ 552.64% |
$1.09M - $1.12M
|
59.9K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47.8K+ 54.43% |
$1.03M - $1.05M
|
135K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.5K+ 13.27% |
$853K - $869K
|
337K
$7.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 30.89% |
$845K - $862K
|
166K
$3.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.9K+ 10.75% |
$622K - $634K
|
297K
$6.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
27K+ 29.88% |
$583K - $594K
|
117K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
24.9K+ 30.07% |
$537K - $548K
|
108K
$2.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
24.3K+ 9.27% |
$523K - $533K
|
286K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.7K+ 31.88% |
$490K - $500K
|
94.1K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.72% |
$484K - $494K
|
126K
$2.75M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.8K+ 136.8% |
$469K - $478K
|
37.7K
$823K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.3K+ 201.8% |
$459K - $468K
|
31.8K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.7K+ 2.33% |
$403K - $411K
|
822K
$18M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.9K+ 4.76% |
$386K - $394K
|
394K
$8.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.2K+ 94.23% |
$372K - $379K
|
35.5K
$776K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.8K+ 16.18% |
$363K - $370K
|
121K
$2.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.2K+ 11.84% |
$350K - $357K
|
153K
$3.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 4.54% |
$343K - $349K
|
366K
$8M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
15.6K+ 6.01% |
$336K - $343K
|
275K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.2KNew |
$328K - $334K
|
15.2K
$332K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.1K+ 3.79% |
$326K - $333K
|
414K
$9.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.1KNew |
$326K - $332K
|
15.1K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.6K+ 4.39% |
$316K - $322K
|
348K
$7.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.8K+ 56.87% |
$297K - $303K
|
38K
$830K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.09% |
$292K - $298K
|
126K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 3.97% |
$287K - $292K
|
348K
$7.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.6KNew |
$273K - $278K
|
12.6K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.1KNew |
$261K - $266K
|
12.1K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
11.8K+ 1.68% |
$255K - $260K
|
717K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$250K - $254K
|
11.6K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 5.99% |
$243K - $248K
|
199K
$4.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 29.16% |
$243K - $247K
|
49.8K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
10.8KNew |
$234K - $239K
|
10.8K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 1.66% |
$229K - $233K
|
648K
$14.2M
|