Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.3K+ 6.47% |
$155K - $162K
|
120K
$2.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.21K+ 33.02% |
$153K - $160K
|
29K
$621K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
7.11KNew |
$151K - $158K
|
7.11K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.57K+ 5.68% |
$139K - $146K
|
122K
$2.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
6.45KNew |
$137K - $143K
|
6.45K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
6.32K+ 23.35% |
$134K - $140K
|
33.4K
$714K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.31K+ 22.03% |
$134K - $140K
|
34.9K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.17K+ 13.25% |
$131K - $137K
|
52.7K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
5.85K+ 8.87% |
$124K - $130K
|
71.8K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.58K+ 16.37% |
$97.1K - $102K
|
32.5K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51K+ 253.6% |
$95.8K - $100K
|
6.29K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.66K+ 5.43% |
$77.8K - $81.4K
|
71.1K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.08K+ 15.28% |
$65.4K - $68.5K
|
23.3K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 22.54% |
$64K - $67.1K
|
16.4K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.78KNew |
$59K - $61.8K
|
2.78K
$59.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26KNew |
$48K - $50.2K
|
2.26K
$48.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2.04K+ 10.74% |
$43.4K - $45.4K
|
21.1K
$451K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 1.75% |
$40K - $41.9K
|
110K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.86K+ 2.42% |
$39.4K - $41.3K
|
78.6K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.72K+ 91.73% |
$36.5K - $38.2K
|
3.6K
$76.9K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.55K+ 14.27% |
$32.9K - $34.5K
|
12.4K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.53K+ 1.2% |
$32.5K - $34.1K
|
129K
$2.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.51K+ 13.71% |
$32.1K - $33.6K
|
12.5K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23K+ 2.72% |
$26K - $27.2K
|
46.3K
$990K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 9.36% |
$23K - $24.1K
|
12.7K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
828+ 4.63% |
$17.6K - $18.4K
|
18.7K
$400K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
450New |
$9.55K - $10K
|
450
$9.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
364+ 11.32% |
$7.72K - $8.09K
|
3.58K
$76.6K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
329+ 0.8% |
$6.98K - $7.31K
|
41.3K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
189+ 0.17% |
$4.01K - $4.2K
|
111K
$2.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
152New |
$3.23K - $3.38K
|
152
$3.25K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
104+ 0.65% |
$2.21K - $2.31K
|
16.2K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$1.76K - $1.84K
|
83
$1.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.26% |
$700 - $733
|
12.7K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.97% |
$403 - $422
|
1.97K
$42.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 0.97% |
$340 - $356
|
1.67K
$35.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$63.7 - $66.7
|
5.36K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$21.2 - $22.2
|
1
$21.4
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-348- 0.2% |
$7.38K - $7.73K
|
174K
$3.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-662- 0.75% |
$14K - $14.7K
|
87.7K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-687- 6.54% |
$14.6K - $15.3K
|
9.81K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 8.31% |
$28.7K - $30K
|
14.9K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.4K- 19.27% |
$50.9K - $53.3K
|
10K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.1K- 30.55% |
$87K - $91.1K
|
9.32K
$199K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.43K- 23.03% |
$94.1K - $98.5K
|
14.8K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-6.65K- 89.56% |
$141K - $148K
|
775
$16.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-6.87K- 3.68% |
$146K - $153K
|
180K
$3.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-8.49K- 2.32% |
$180K - $189K
|
357K
$7.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.91K- 20.76% |
$210K - $220K
|
37.8K
$809K
|