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 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.4K- 15.01% |
$52.6K - $53K
|
13.6K
$298K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$356K - $359K
|
16.3K
$357K
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
184KNew |
$4.04M - $4.07M
|
184K
$4.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.04KNew |
$22.8K - $23K
|
1.04K
$22.9K
|
|
|
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 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
379+ 1.23% |
$8.3K - $8.37K
|
31.3K
$687K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
464K+ 1447.99% |
$10.2M - $10.2M
|
496K
$10.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-867- 4.05% |
$19K - $19.1K
|
20.5K
$450K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.26K+ 1.87% |
$27.5K - $27.7K
|
68.3K
$1.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-2.39K- 13.39% |
$52.4K - $52.8K
|
15.5K
$339K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-8.22K- 21.35% |
$180K - $181K
|
30.3K
$664K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$21.9 - $22.1
|
10.2K
$225K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46.7K+ 22.31% |
$1.02M - $1.03M
|
256K
$5.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
148+ 1.23% |
$3.24K - $3.27K
|
12.2K
$268K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
37.2K+ 3.86% |
$814K - $821K
|
1M
$21.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.73MNew |
$37.9M - $38.2M
|
1.73M
$37.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$257K - $260K
|
11.8K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.59K+ 11.4% |
$34.9K - $35.2K
|
15.6K
$342K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
43.3KNew |
$948K - $955K
|
43.3K
$949K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 83.98% |
$312K - $315K
|
31.2K
$685K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
121+ 0.87% |
$2.65K - $2.67K
|
14K
$307K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
91.4K+ 21.11% |
$2M - $2.02M
|
524K
$11.5M
|
|
|
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
|
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 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-1.49K- 5.63% |
$32.6K - $32.9K
|
25K
$548K
|
|
|
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 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.7KNew |
$301K - $303K
|
13.7K
$301K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77.9K+ 43.78% |
$1.71M - $1.72M
|
256K
$5.61M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-340K- 65.35% |
$7.46M - $7.52M
|
181K
$3.96M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
39.4K+ 90.75% |
$855K - $869K
|
82.9K
$1.82M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.57K+ 275.81% |
$55.6K - $56.5K
|
3.5K
$76.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-56.9K- 47.11% |
$1.23M - $1.25M
|
63.9K
$1.4M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.99% |
$434 - $441
|
2.05K
$44.9K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
274+ 4.55% |
$5.94K - $6.04K
|
6.29K
$138K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
34K+ 166.45% |
$737K - $749K
|
54.4K
$1.19M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
674+ 0.72% |
$14.6K - $14.9K
|
94.7K
$2.08M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
290+ 2.04% |
$6.29K - $6.39K
|
14.5K
$317K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09KNew |
$23.7K - $24.1K
|
1.09K
$23.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.98K+ 10.31% |
$216K - $220K
|
107K
$2.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
176K+ 59.08% |
$3.81M - $3.87M
|
473K
$10.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.85K- 10.42% |
$40.1K - $40.8K
|
15.9K
$349K
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6.1K+ 2.11% |
$132K - $134K
|
295K
$6.47M
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
14.7K+ 0.76% |
$318K - $324K
|
1.95M
$42.9M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
3.06K+ 461.09% |
$66.3K - $67.4K
|
3.72K
$81.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.38K+ 1.2% |
$94.9K - $96.4K
|
370K
$8.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.7KNew |
$774K - $787K
|
35.7K
$783K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
116K+ 188.27% |
$2.52M - $2.56M
|
178K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.37% |
$802 - $815
|
10K
$220K
|
|