Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
187K+ 454.64% |
$4.03M - $4.18M
|
228K
$4.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
39.5K+ 203.45% |
$853K - $886K
|
58.9K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.7K+ 8.52% |
$577K - $599K
|
340K
$7.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 178.13% |
$368K - $382K
|
26.6K
$569K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 61.7% |
$296K - $307K
|
35.9K
$768K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 204.94% |
$277K - $287K
|
19.1K
$408K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9KNew |
$236K - $244K
|
10.9K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
9.8K+ 10.27% |
$212K - $220K
|
105K
$2.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
8.72K+ 74.35% |
$188K - $195K
|
20.4K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.6K+ 11.68% |
$164K - $170K
|
72.6K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.39K+ 15.37% |
$160K - $166K
|
55.5K
$1.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.03K+ 1.27% |
$152K - $158K
|
559K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.22K+ 73.44% |
$134K - $139K
|
14.7K
$314K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.57K+ 573.81% |
$120K - $125K
|
6.54K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.25K+ 44.91% |
$113K - $118K
|
16.9K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.79K+ 52.46% |
$103K - $107K
|
13.9K
$298K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.05K+ 32.79% |
$87.5K - $90.8K
|
16.4K
$351K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.58K+ 2.31% |
$55.7K - $57.8K
|
114K
$2.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.26KNew |
$48.9K - $50.7K
|
2.26K
$48.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.39K+ 1007.25% |
$30K - $31.2K
|
1.53K
$32.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.13KNew |
$24.3K - $25.2K
|
1.13K
$24.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 1.96% |
$23K - $23.9K
|
55.5K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
993+ 1.44% |
$21.4K - $22.3K
|
69.7K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
843+ 9.04% |
$18.2K - $18.9K
|
10.2K
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
839New |
$18.1K - $18.8K
|
839
$18K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
646+ 5.98% |
$14K - $14.5K
|
11.4K
$245K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
500New |
$10.8K - $11.2K
|
500
$10.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
444+ 0.55% |
$9.59K - $9.95K
|
81.6K
$1.75M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.81% |
$324 - $336
|
1.88K
$40.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.21% |
$173 - $179
|
3.78K
$81K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19- 1.28% |
$410 - $426
|
1.46K
$31.3K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-824- 0.97% |
$17.8K - $18.5K
|
84K
$1.8M
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-870- 0.22% |
$18.8K - $19.5K
|
389K
$8.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.92K- 25.19% |
$128K - $133K
|
17.6K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71.1K- 78.51% |
$1.53M - $1.59M
|
19.4K
$416K
|