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 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
427KNew |
$9.07M - $9.42M
|
427K
$9.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
341KNew |
$7.24M - $7.52M
|
341K
$7.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
76.6K+ 33.74% |
$1.63M - $1.69M
|
304K
$6.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
75.9K+ 7.49% |
$1.61M - $1.67M
|
1.09M
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52K+ 30.78% |
$1.1M - $1.15M
|
221K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.6K+ 61.75% |
$863K - $896K
|
106K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 175.51% |
$820K - $852K
|
60.6K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
27.7K+ 4.52% |
$590K - $612K
|
642K
$13.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
18.4K+ 55.2% |
$392K - $407K
|
51.8K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$324K - $337K
|
15.3K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.7KNew |
$311K - $323K
|
14.7K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$273K - $284K
|
12.9K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$259K - $269K
|
12.2K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.4KNew |
$222K - $230K
|
10.4K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9.04K+ 92.11% |
$192K - $199K
|
18.9K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.75K+ 69.8% |
$186K - $193K
|
21.3K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.66K+ 9.75% |
$163K - $169K
|
86.3K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.88K+ 64.3% |
$125K - $130K
|
15K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.96K+ 0.87% |
$84K - $87.3K
|
457K
$9.75M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.74K+ 1.05% |
$79.6K - $82.6K
|
361K
$7.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.16K+ 7.65% |
$46K - $47.7K
|
30.4K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2KNew |
$42.5K - $44.1K
|
2K
$42.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.45K+ 22.46% |
$30.8K - $32K
|
7.89K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.35K+ 10.28% |
$28.6K - $29.7K
|
14.5K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
989+ 0.55% |
$21K - $21.8K
|
181K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
213+ 1.31% |
$4.53K - $4.7K
|
16.4K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
130+ 3.73% |
$2.76K - $2.87K
|
3.61K
$77.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.33% |
$128 - $132
|
456
$9.74K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
493K+ 272.55% |
$10.5M - $10.9M
|
673K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
444K+ 73.19% |
$9.42M - $9.87M
|
1.05M
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 115.85% |
$6.44M - $6.74M
|
565K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.06M - $5.3M
|
238K
$5.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 100.4% |
$3.87M - $4.05M
|
364K
$7.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 126.24% |
$3.84M - $4.02M
|
324K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 26.04% |
$2.55M - $2.67M
|
581K
$12.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
108KNew |
$2.29M - $2.39M
|
108K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.6K+ 225.28% |
$1.94M - $2.04M
|
132K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.4K+ 288.07% |
$1.79M - $1.88M
|
114K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.3K+ 17.56% |
$1.77M - $1.85M
|
557K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.5K+ 763.17% |
$1.52M - $1.59M
|
80.9K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
50.6KNew |
$1.07M - $1.12M
|
50.6K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46.9KNew |
$996K - $1.04M
|
46.9K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42.7KNew |
$905K - $948K
|
42.7K
$911K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 19.35% |
$732K - $767K
|
213K
$4.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.8K+ 13.88% |
$717K - $751K
|
277K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 42.48% |
$595K - $623K
|
94K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.2K+ 12.04% |
$576K - $603K
|
253K
$5.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25.8K+ 46.18% |
$548K - $574K
|
81.8K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
19.4K+ 190.65% |
$411K - $430K
|
29.5K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.7K+ 918.6% |
$397K - $416K
|
20.8K
$443K
|
|