Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Tre (IBTJ) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.41K+ 21.07% |
$72.6K - $74.5K
|
19.6K
$419K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3KNew |
$64K - $65.6K
|
3K
$64.2K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3KNew |
$64K - $65.6K
|
3K
$64.2K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.82K+ 7.02% |
$60.1K - $61.6K
|
43K
$919K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.78K+ 18.47% |
$59.3K - $60.7K
|
17.8K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 11.68% |
$52.3K - $53.6K
|
23.4K
$501K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
2.25K+ 19.66% |
$48K - $49.2K
|
13.7K
$293K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.88KNew |
$40K - $41K
|
1.88K
$40.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.08K+ 11.13% |
$23K - $23.5K
|
10.8K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 24.47% |
$22.4K - $23K
|
5.35K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
977+ 7.06% |
$20.8K - $21.4K
|
14.8K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
876+ 74.87% |
$18.7K - $19.1K
|
2.05K
$43.8K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
467+ 291.88% |
$9.96K - $10.2K
|
627
$13.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
462+ 20.42% |
$9.85K - $10.1K
|
2.72K
$58.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$8.53K - $8.74K
|
400
$8.56K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
301+ 0.29% |
$6.42K - $6.58K
|
105K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
84+ 0.64% |
$1.79K - $1.84K
|
13.3K
$284K
|
|
|
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
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42+ 0.1% |
$896 - $918
|
41.1K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.63% |
$256 - $262
|
1.93K
$41.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-7- 0.04% |
$149 - $153
|
16.3K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-77- 2.35% |
$1.64K - $1.68K
|
3.2K
$68.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 2.54% |
$27.5K - $28.2K
|
49.4K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 11.23% |
$30.8K - $31.6K
|
11.4K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.25K- 8.45% |
$48K - $49.2K
|
24.4K
$521K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.26K- 8.73% |
$48.1K - $49.3K
|
23.6K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.6K- 73.77% |
$98K - $100K
|
1.63K
$35K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.5K- 6.12% |
$117K - $120K
|
84.4K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5.74K- 0.98% |
$122K - $125K
|
579K
$12.4M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.03K- 6.78% |
$171K - $175K
|
110K
$2.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-11.2K- 27.41% |
$239K - $245K
|
29.7K
$635K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-16.6K- 4.32% |
$353K - $362K
|
367K
$7.85M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.8K- 19.23% |
$401K - $411K
|
79K
$1.69M
|