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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
175K+ 23.43% |
$3.77M - $3.85M
|
922K
$20.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
119K+ 201.88% |
$2.57M - $2.62M
|
178K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47.8K+ 54.43% |
$1.03M - $1.05M
|
135K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.72% |
$484K - $494K
|
126K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17KNew |
$366K - $373K
|
17K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.9K+ 3.81% |
$365K - $372K
|
462K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.2K+ 11.84% |
$350K - $357K
|
153K
$3.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.1K+ 3.79% |
$326K - $333K
|
414K
$9.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.1KNew |
$326K - $332K
|
15.1K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.8K+ 56.87% |
$297K - $303K
|
38K
$828K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.09% |
$292K - $298K
|
126K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 3.97% |
$287K - $292K
|
348K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 5.99% |
$243K - $248K
|
199K
$4.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 29.16% |
$243K - $247K
|
49.8K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.5KNew |
$227K - $232K
|
10.5K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.01K+ 4.38% |
$64.9K - $66.1K
|
71.7K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
574+ 4.28% |
$12.4K - $12.6K
|
14K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
468+ 2.51% |
$10.1K - $10.3K
|
19.1K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
307+ 2.0% |
$6.62K - $6.75K
|
15.7K
$342K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.51MNew |
$31.9M - $32.8M
|
1.51M
$32.9M
|
|
|
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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
638K+ 2950.66% |
$13.5M - $13.9M
|
659K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
399K+ 38.37% |
$8.45M - $8.69M
|
1.44M
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
377KNew |
$7.98M - $8.21M
|
377K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
269K+ 967.67% |
$5.7M - $5.87M
|
297K
$6.48M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
244K+ 272.94% |
$5.17M - $5.32M
|
334K
$7.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
235K+ 51.53% |
$4.98M - $5.12M
|
692K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
219K+ 341.68% |
$4.63M - $4.77M
|
283K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
190K+ 36.83% |
$4.02M - $4.13M
|
705K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 140.32% |
$3.68M - $3.78M
|
298K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 84.26% |
$3.39M - $3.48M
|
350K
$7.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
113KNew |
$2.4M - $2.47M
|
113K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
98.6K+ 35.56% |
$2.09M - $2.15M
|
376K
$8.2M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
92.9K+ 237.09% |
$1.97M - $2.02M
|
132K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
90.4KNew |
$1.91M - $1.97M
|
90.4K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
77.3KNew |
$1.63M - $1.68M
|
77.3K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
76.8K+ 13.91% |
$1.63M - $1.67M
|
629K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
72.3KNew |
$1.53M - $1.57M
|
72.3K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
66.3K+ 109.31% |
$1.4M - $1.44M
|
127K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
59.8KNew |
$1.27M - $1.3M
|
59.8K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
56KNew |
$1.19M - $1.22M
|
56K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.5K+ 8.41% |
$1.05M - $1.08M
|
638K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 25.99% |
$1.04M - $1.07M
|
239K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48.9K+ 12.84% |
$1.03M - $1.06M
|
430K
$9.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
40.9K+ 18.54% |
$866K - $891K
|
262K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
40.5K+ 5.43% |
$857K - $881K
|
786K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
36.7K+ 65.77% |
$777K - $800K
|
92.6K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.3K+ 14.65% |
$726K - $747K
|
268K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.7K+ 25.63% |
$713K - $734K
|
165K
$3.6M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
29.7K+ 26.79% |
$629K - $647K
|
141K
$3.07M
|
|