Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251K+ 112.72% |
$5.28M - $5.39M
|
474K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
233K+ 246.36% |
$4.9M - $5M
|
328K
$7.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
186KNew |
$3.92M - $4M
|
186K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
178KNew |
$3.75M - $3.82M
|
178K
$3.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
174KNew |
$3.65M - $3.73M
|
174K
$3.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 283.13% |
$2.82M - $2.88M
|
182K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
128K+ 805.34% |
$2.68M - $2.74M
|
143K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.9K+ 19.12% |
$1.55M - $1.59M
|
461K
$9.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63KNew |
$1.32M - $1.35M
|
63K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
63KNew |
$1.32M - $1.35M
|
63K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
61.9K+ 34.08% |
$1.3M - $1.33M
|
243K
$5.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
60.4K+ 45.5% |
$1.27M - $1.29M
|
193K
$4.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
55.9KNew |
$1.17M - $1.2M
|
55.9K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
34.5K+ 107.42% |
$725K - $740K
|
66.7K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
34.2K+ 37.77% |
$719K - $734K
|
125K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.3K+ 5.63% |
$679K - $693K
|
607K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
32.2K+ 16.69% |
$677K - $691K
|
225K
$4.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
31.8K+ 6.57% |
$667K - $681K
|
515K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.4K+ 18.65% |
$597K - $609K
|
181K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.9KNew |
$566K - $578K
|
26.9K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
26.9K+ 11.97% |
$565K - $576K
|
251K
$5.38M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 52.48% |
$456K - $465K
|
63K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
19K+ 15.16% |
$399K - $407K
|
144K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
18.7KNew |
$393K - $402K
|
18.7K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18.5K+ 164.06% |
$388K - $396K
|
29.7K
$636K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.1K+ 22.92% |
$380K - $388K
|
97.1K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.9K+ 166.29% |
$376K - $383K
|
28.6K
$613K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9KNew |
$376K - $383K
|
17.9K
$383K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
16.1KNew |
$339K - $346K
|
16.1K
$345K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 25.24% |
$325K - $332K
|
76.8K
$1.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
15.3K+ 1.65% |
$321K - $328K
|
942K
$20.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
14.7K+ 118.19% |
$308K - $314K
|
27.1K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 5.48% |
$286K - $292K
|
262K
$5.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
13.1KNew |
$275K - $281K
|
13.1K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13KNew |
$274K - $280K
|
13K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13KNew |
$274K - $280K
|
13K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6KNew |
$265K - $271K
|
12.6K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
11KNew |
$232K - $236K
|
11K
$236K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.9KNew |
$228K - $233K
|
10.9K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7K+ 10.21% |
$225K - $230K
|
116K
$2.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
10.5K+ 1.81% |
$220K - $225K
|
590K
$12.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.37KNew |
$197K - $201K
|
9.37K
$200K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.39K+ 22.2% |
$155K - $158K
|
40.7K
$871K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.65K+ 16.19% |
$140K - $143K
|
47.7K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
6.59K+ 1.51% |
$138K - $141K
|
443K
$9.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.38K+ 46.23% |
$134K - $137K
|
20.2K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.88K+ 25.08% |
$123K - $126K
|
29.3K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.5K+ 6.52% |
$116K - $118K
|
89.9K
$1.92M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.5K+ 6.52% |
$116K - $118K
|
89.9K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.59K+ 8.36% |
$75.4K - $77K
|
46.6K
$996K
|