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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26.6KNew |
$562K - $578K
|
26.6K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
25.5K+ 244.34% |
$539K - $554K
|
35.9K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
24.5K+ 340.76% |
$519K - $534K
|
31.7K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.8K+ 44.11% |
$462K - $475K
|
71.3K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7K+ 2.6% |
$458K - $472K
|
855K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21K+ 43.77% |
$445K - $457K
|
69K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
21KNew |
$444K - $457K
|
21K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20.7K+ 7.54% |
$438K - $451K
|
296K
$6.45M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
20.6K+ 53.91% |
$436K - $449K
|
58.8K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 52.82% |
$412K - $423K
|
56.3K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
17.8KNew |
$377K - $387K
|
17.8K
$388K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.7K+ 19.14% |
$354K - $364K
|
104K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.9KNew |
$336K - $346K
|
15.9K
$347K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.7KNew |
$332K - $341K
|
15.7K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15.1K+ 17.52% |
$319K - $329K
|
101K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14.1K+ 5.77% |
$299K - $308K
|
259K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
13.2KNew |
$278K - $286K
|
13.2K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
12.4K+ 15.81% |
$262K - $269K
|
90.6K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 55.94% |
$250K - $258K
|
33K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.8KNew |
$250K - $258K
|
11.8K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.8K+ 91.47% |
$249K - $256K
|
24.6K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.6K+ 37.22% |
$245K - $252K
|
42.7K
$931K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.5KNew |
$222K - $229K
|
10.5K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$214K - $220K
|
10.1K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.98KNew |
$211K - $217K
|
9.98K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.84KNew |
$208K - $214K
|
9.84K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.65KNew |
$204K - $210K
|
9.65K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.51K+ 822.13% |
$201K - $207K
|
10.7K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.5KNew |
$201K - $207K
|
9.5K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.29K+ 45.81% |
$197K - $202K
|
29.6K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.98K+ 3.86% |
$148K - $152K
|
188K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.16K+ 26.67% |
$109K - $112K
|
24.5K
$535K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.15KNew |
$109K - $112K
|
5.15K
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.83KNew |
$102K - $105K
|
4.83K
$105K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
4.55K+ 2.62% |
$96.3K - $99.1K
|
178K
$3.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
4.54K+ 23.42% |
$96K - $98.8K
|
23.9K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.1K+ 40.64% |
$86.7K - $89.2K
|
14.2K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.69K+ 2.98% |
$78K - $80.3K
|
127K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.22K+ 4.04% |
$68K - $70K
|
82.9K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.94K+ 19.15% |
$62.2K - $64K
|
18.3K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.59K+ 80.84% |
$54.7K - $56.3K
|
5.79K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47K+ 52.62% |
$52.3K - $53.8K
|
7.16K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.4K+ 6.22% |
$50.8K - $52.2K
|
41K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.36K+ 16.31% |
$49.9K - $51.3K
|
16.8K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.34K+ 10.44% |
$49.4K - $50.9K
|
24.7K
$539K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.3K+ 6.15% |
$48.6K - $50K
|
39.7K
$865K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.97K+ 1.5% |
$41.7K - $42.9K
|
133K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.45K+ 30.85% |
$30.7K - $31.6K
|
6.15K
$134K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.43K+ 73.21% |
$30.3K - $31.2K
|
3.39K
$73.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.25K+ 2.08% |
$26.4K - $27.2K
|
61.1K
$1.33M
|