Purchases and Sales Made in Q2 2025 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 2025. 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 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
175K+ 23.43% |
$3.77M - $3.85M
|
922K
$20.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
119K+ 201.88% |
$2.57M - $2.62M
|
178K
$3.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47.8K+ 54.43% |
$1.03M - $1.05M
|
135K
$2.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.4K+ 21.72% |
$484K - $494K
|
126K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17KNew |
$366K - $373K
|
17K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
16.9K+ 3.81% |
$365K - $372K
|
462K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.2K+ 11.84% |
$350K - $357K
|
153K
$3.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
15.1K+ 3.79% |
$326K - $333K
|
414K
$9.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.1KNew |
$326K - $332K
|
15.1K
$329K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
13.8K+ 56.87% |
$297K - $303K
|
38K
$828K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.6K+ 12.09% |
$292K - $298K
|
126K
$2.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 3.97% |
$287K - $292K
|
348K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 5.99% |
$243K - $248K
|
199K
$4.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
11.2K+ 29.16% |
$243K - $247K
|
49.8K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.5KNew |
$227K - $232K
|
10.5K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.01K+ 4.38% |
$64.9K - $66.1K
|
71.7K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
574+ 4.28% |
$12.4K - $12.6K
|
14K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
468+ 2.51% |
$10.1K - $10.3K
|
19.1K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
307+ 2.0% |
$6.62K - $6.75K
|
15.7K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3- 0.03% |
$64.7 - $66
|
10.2K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-46- 1.27% |
$992 - $1.01K
|
3.57K
$77.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 19.79% |
$23.3K - $23.7K
|
4.37K
$95.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.32K- 2.78% |
$28.4K - $29K
|
46.1K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-1.62K- 14.3% |
$35K - $35.7K
|
9.72K
$212K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.03K- 0.57% |
$65.3K - $66.5K
|
532K
$11.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-6.48K- 17.75% |
$140K - $142K
|
30K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-12.9K- 26.66% |
$279K - $284K
|
35.5K
$775K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-235K- 20.66% |
$5.07M - $5.17M
|
903K
$19.7M
|