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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77.9K+ 43.78% |
$1.71M - $1.72M
|
256K
$5.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7KNew |
$301K - $303K
|
13.7K
$301K
|
|
| 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
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
41.9K+ 4.55% |
$908K - $923K
|
963K
$21.1M
|
|
|
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 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
30.9K+ 17.32% |
$669K - $680K
|
209K
$4.59M
|
|
|
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 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.1K+ 4.62% |
$414K - $421K
|
433K
$9.5M
|
|
|
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
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
17.6K+ 49.09% |
$382K - $388K
|
53.5K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
16.2KNew |
$350K - $356K
|
16.2K
$354K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15K+ 3.26% |
$326K - $331K
|
477K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
14.7K+ 0.76% |
$318K - $324K
|
1.95M
$42.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 11.5% |
$314K - $319K
|
140K
$3.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
14KNew |
$304K - $309K
|
14K
$307K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13K+ 12.63% |
$283K - $288K
|
116K
$2.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
12.5KNew |
$271K - $276K
|
12.5K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$267K - $271K
|
12.3K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.2K+ 40.74% |
$265K - $270K
|
42.3K
$927K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.4K+ 9.07% |
$247K - $251K
|
137K
$3.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
11.2K+ 115.45% |
$243K - $247K
|
20.9K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.2K+ 50.32% |
$243K - $247K
|
33.5K
$734K
|
|