Latest Institutional Transactions on Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Tre (IBTJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 9.99% |
$452K - $469K
|
234K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 0.32% |
$2.57K - $2.67K
|
37.9K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.39K+ 1.86% |
$50.8K - $52.8K
|
131K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.29K+ 29.46% |
$91.1K - $94.6K
|
18.8K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.33% |
$128 - $132
|
456
$9.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-667- 4.48% |
$14.2K - $14.7K
|
14.2K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52K+ 30.78% |
$1.1M - $1.15M
|
221K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.7KNew |
$311K - $323K
|
14.7K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$273K - $284K
|
12.9K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$324K - $337K
|
15.3K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.75K+ 69.8% |
$186K - $193K
|
21.3K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.35K+ 10.28% |
$28.6K - $29.7K
|
14.5K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-16.6K- 58.91% |
$352K - $366K
|
11.6K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
427KNew |
$9.07M - $9.42M
|
427K
$9.12M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
130+ 3.73% |
$2.76K - $2.87K
|
3.61K
$77.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
989+ 0.55% |
$21K - $21.8K
|
181K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
27.7K+ 4.52% |
$590K - $612K
|
642K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.4KNew |
$222K - $230K
|
10.4K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.66K+ 9.75% |
$163K - $169K
|
86.3K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
75.9K+ 7.49% |
$1.61M - $1.67M
|
1.09M
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.16K+ 7.65% |
$46K - $47.7K
|
30.4K
$649K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
76.6K+ 33.74% |
$1.63M - $1.69M
|
304K
$6.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.06K- 9.82% |
$150K - $156K
|
64.8K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.6K+ 61.75% |
$863K - $896K
|
106K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
213+ 1.31% |
$4.53K - $4.7K
|
16.4K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.45K+ 22.46% |
$30.8K - $32K
|
7.89K
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 175.51% |
$820K - $852K
|
60.6K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.88K+ 64.3% |
$125K - $130K
|
15K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$259K - $269K
|
12.2K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2KNew |
$42.5K - $44.1K
|
2K
$42.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.41K- 25.66% |
$115K - $119K
|
15.7K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.96K+ 0.87% |
$84K - $87.3K
|
457K
$9.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9.04K+ 92.11% |
$192K - $199K
|
18.9K
$402K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
341KNew |
$7.24M - $7.52M
|
341K
$7.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.74K+ 1.05% |
$79.6K - $82.6K
|
361K
$7.71M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
18.4K+ 55.2% |
$392K - $407K
|
51.8K
$1.11M
|
|
| Q3 2024 | |||||||
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
286New |
$6.07K - $6.35K
|
286
$6.11K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$223K - $233K
|
10.5K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-736- 5.64% |
$15.6K - $16.4K
|
12.3K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-215K- 65.41% |
$4.55M - $4.77M
|
113K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.4K- 19.27% |
$50.9K - $53.3K
|
10K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
329+ 0.8% |
$6.98K - $7.31K
|
41.3K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 42.48% |
$595K - $623K
|
94K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6K+ 125.52% |
$396K - $414K
|
33.5K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.9KNew |
$275K - $288K
|
12.9K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51K+ 253.6% |
$95.8K - $100K
|
6.29K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 115.85% |
$6.44M - $6.74M
|
565K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.57K+ 5.68% |
$139K - $146K
|
122K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
189+ 0.17% |
$4.01K - $4.2K
|
111K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.9K- 56.97% |
$762K - $798K
|
27.1K
$579K
|
|