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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
493K+ 272.55% |
$10.5M - $10.9M
|
673K
$14.3M
|
|
|
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
$12M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.06M - $5.3M
|
238K
$5.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 100.4% |
$3.87M - $4.05M
|
364K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 126.24% |
$3.84M - $4.02M
|
324K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 26.04% |
$2.55M - $2.67M
|
581K
$12.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
108KNew |
$2.29M - $2.39M
|
108K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.6K+ 225.28% |
$1.94M - $2.04M
|
132K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.4K+ 288.07% |
$1.79M - $1.88M
|
114K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.3K+ 17.56% |
$1.77M - $1.85M
|
557K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
71.7K+ 7.61% |
$1.52M - $1.59M
|
1.01M
$21.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.5K+ 763.17% |
$1.52M - $1.59M
|
80.9K
$1.72M
|
|
|
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
$998K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
44K+ 35.27% |
$934K - $978K
|
169K
$3.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42.7KNew |
$905K - $948K
|
42.7K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.5K+ 19.35% |
$732K - $767K
|
213K
$4.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
34K+ 17.6% |
$721K - $755K
|
227K
$4.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.8K+ 13.88% |
$717K - $751K
|
277K
$5.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
28.1KNew |
$597K - $625K
|
28.1K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 42.48% |
$595K - $623K
|
94K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
27.2K+ 12.04% |
$576K - $603K
|
253K
$5.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25.8K+ 46.18% |
$548K - $574K
|
81.8K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
24.2K+ 4.11% |
$514K - $538K
|
614K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
19.4K+ 190.65% |
$411K - $430K
|
29.5K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.7K+ 918.6% |
$397K - $416K
|
20.8K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6K+ 125.52% |
$396K - $414K
|
33.5K
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
17.1K+ 6.81% |
$363K - $380K
|
268K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.3KNew |
$345K - $362K
|
16.3K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15.7K+ 10.9% |
$334K - $349K
|
160K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
14.6KNew |
$309K - $323K
|
14.6K
$309K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.4KNew |
$305K - $319K
|
14.4K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 107.94% |
$299K - $313K
|
27.1K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.9KNew |
$275K - $288K
|
12.9K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.3K+ 13.74% |
$262K - $274K
|
102K
$2.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12KNew |
$255K - $267K
|
12K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.4KNew |
$242K - $253K
|
11.4K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 7445.75% |
$242K - $253K
|
11.5K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$223K - $233K
|
10.5K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 10.47% |
$216K - $226K
|
107K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.92K+ 15.73% |
$210K - $220K
|
73K
$1.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
9.76K+ 2.2% |
$207K - $217K
|
453K
$9.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.15KNew |
$194K - $203K
|
9.15K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9K+ 30.27% |
$191K - $200K
|
38.7K
$824K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.81K+ 66.73% |
$187K - $196K
|
22K
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8.72K+ 241.55% |
$185K - $194K
|
12.3K
$262K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.52K+ 14.87% |
$181K - $189K
|
65.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.86K+ 12.48% |
$167K - $175K
|
70.9K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.76K+ 37.84% |
$165K - $172K
|
28.3K
$601K
|