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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$296K - $304K
|
13.9K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$226K - $232K
|
10.6K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$217K - $223K
|
10.2K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.41K+ 21.07% |
$72.6K - $74.5K
|
19.6K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3KNew |
$64K - $65.6K
|
3K
$64.2K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
2.25K+ 19.66% |
$48K - $49.2K
|
13.7K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$8.53K - $8.74K
|
400
$8.56K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
82+ 2.41% |
$1.75K - $1.79K
|
3.48K
$74.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$1.37K - $1.4K
|
64
$1.37K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24.2KNew |
$499K - $529K
|
24.2K
$518K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$241K - $255K
|
11.7K
$250K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.99KNew |
$206K - $218K
|
9.99K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.64K+ 9.42% |
$116K - $123K
|
65.4K
$1.4M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
2.87K+ 0.8% |
$59.2K - $62.7K
|
360K
$7.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.17KNew |
$24.1K - $25.5K
|
1.17K
$25K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
948New |
$19.5K - $20.7K
|
948
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
507New |
$10.4K - $11.1K
|
507
$10.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
492+ 2.29% |
$10.1K - $10.7K
|
21.9K
$469K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13KNew |
$44.5K - $46.2K
|
2.13K
$45.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181New |
$3.79K - $3.94K
|
181
$3.87K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.13KNew |
$24.3K - $25.2K
|
1.13K
$24.1K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$21.1K - $22.1K
|
1K
$21.4K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
376KNew |
$8.27M - $8.83M
|
376K
$8.05M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.13KNew |
$24.7K - $26.4K
|
1.13K
$24.1K
|
|