Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.73MNew |
$37.9M - $38.2M
|
1.73M
$37.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
789K+ 308.32% |
$17.3M - $17.4M
|
1.04M
$22.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
464K+ 1447.99% |
$10.2M - $10.2M
|
496K
$10.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
184KNew |
$4.04M - $4.07M
|
184K
$4.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
121K+ 25.36% |
$2.65M - $2.67M
|
598K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
91.4K+ 21.11% |
$2M - $2.02M
|
524K
$11.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77.9K+ 43.78% |
$1.71M - $1.72M
|
256K
$5.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46.7K+ 22.31% |
$1.02M - $1.03M
|
256K
$5.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43.3KNew |
$948K - $955K
|
43.3K
$949K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
37.2K+ 3.86% |
$814K - $821K
|
1M
$21.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35.6KNew |
$780K - $786K
|
35.6K
$781K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
19.6K+ 26.87% |
$430K - $434K
|
92.8K
$2.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$356K - $359K
|
16.3K
$357K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 83.98% |
$312K - $315K
|
31.2K
$685K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7KNew |
$301K - $303K
|
13.7K
$301K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$257K - $260K
|
11.8K
$258K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.11K+ 0.98% |
$90.1K - $90.8K
|
425K
$9.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.47K+ 6.47% |
$75.9K - $76.5K
|
57K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.59K+ 11.4% |
$34.9K - $35.2K
|
15.6K
$342K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.26K+ 1.87% |
$27.5K - $27.7K
|
68.3K
$1.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.04KNew |
$22.8K - $23K
|
1.04K
$22.9K
|
|
|
Jan 22, 2026
Q4 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
912New |
$20K - $20.1K
|
912
$20K
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
379+ 1.23% |
$8.3K - $8.37K
|
31.3K
$687K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
188+ 1.2% |
$4.12K - $4.15K
|
15.8K
$347K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 1.23% |
$3.24K - $3.27K
|
12.2K
$268K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
121+ 0.87% |
$2.65K - $2.67K
|
14K
$307K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
24+ 0.67% |
$526 - $530
|
3.59K
$78.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$21.9 - $22.1
|
10.2K
$225K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-867- 4.05% |
$19K - $19.1K
|
20.5K
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 5.63% |
$32.6K - $32.9K
|
25K
$548K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.39K- 13.39% |
$52.4K - $52.8K
|
15.5K
$339K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.4K- 15.01% |
$52.6K - $53K
|
13.6K
$298K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-8.22K- 21.35% |
$180K - $181K
|
30.3K
$664K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-340K- 65.35% |
$7.46M - $7.52M
|
181K
$3.96M
|
|