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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.09K- 11.4% |
$23.5K - $23.9K
|
8.43K
$185K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
463+ 4.27% |
$10K - $10.2K
|
11.3K
$248K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.74K+ 9.58% |
$37.7K - $38.3K
|
19.9K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 19.03% |
$124K - $126K
|
24.4K
$535K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.82K+ 2.63% |
$170K - $172K
|
305K
$6.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.64K+ 2.56% |
$187K - $190K
|
346K
$7.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.4K+ 9.91% |
$1.77M - $1.79M
|
903K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.08K+ 1.93% |
$45K - $45.8K
|
110K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
11.4K+ 9.07% |
$247K - $251K
|
137K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
995+ 4.31% |
$21.6K - $21.9K
|
24.1K
$528K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.24K+ 6.75% |
$26.9K - $27.3K
|
19.6K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
28.7K+ 4.01% |
$623K - $633K
|
746K
$16.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-688- 1.68% |
$14.9K - $15.2K
|
40.3K
$883K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
55.4K+ 63.19% |
$1.2M - $1.22M
|
143K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.78K- 99.83% |
$125K - $127K
|
10
$219
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
113+ 0.62% |
$2.45K - $2.49K
|
18.3K
$402K
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.23K+ 2.19% |
$70K - $71.2K
|
151K
$3.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33+ 0.1% |
$715 - $727
|
32K
$702K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.5K- 22.86% |
$229K - $232K
|
35.6K
$780K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.6K+ 67.38% |
$750K - $762K
|
85.9K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.27K+ 1.84% |
$114K - $116K
|
291K
$6.39M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22K+ 48.21% |
$478K - $485K
|
67.7K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.76K+ 18.25% |
$59.7K - $60.7K
|
17.9K
$391K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.31KNew |
$28.4K - $28.9K
|
1.31K
$28.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-90- 0.13% |
$1.95K - $1.98K
|
71.2K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
798New |
$17.3K - $17.6K
|
798
$17.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
5.73K+ 36.14% |
$124K - $126K
|
21.6K
$474K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.12KNew |
$111K - $113K
|
5.12K
$112K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.83K+ 1.55% |
$39.6K - $40.2K
|
119K
$2.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 14.57% |
$3.07M - $3.12M
|
830K
$18.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
11.2K+ 50.32% |
$243K - $247K
|
33.5K
$734K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.86K- 4.2% |
$40.3K - $40.9K
|
42.4K
$930K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
283New |
$6.14K - $6.24K
|
283
$6.21K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
104+ 0.82% |
$2.25K - $2.29K
|
12.7K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
12.5KNew |
$271K - $276K
|
12.5K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.43K+ 29.45% |
$52.6K - $53.4K
|
10.7K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-553- 16.32% |
$12K - $12.2K
|
2.84K
$62.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.13K+ 6.69% |
$46.2K - $47K
|
34K
$745K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
17.7K+ 4.48% |
$383K - $389K
|
411K
$9.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
18.4KNew |
$400K - $406K
|
18.4K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
18.4KNew |
$399K - $406K
|
18.4K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-6.14K- 26.94% |
$133K - $135K
|
16.7K
$365K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
45+ 0.12% |
$976 - $992
|
38K
$834K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
718+ 0.52% |
$15.6K - $15.8K
|
139K
$3.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.9K+ 84.04% |
$647K - $658K
|
65.4K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.5K+ 11.5% |
$314K - $319K
|
140K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24+ 0.14% |
$520 - $529
|
17.5K
$384K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.59KNew |
$99.6K - $101K
|
4.59K
$101K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.74K+ 2.81% |
$37.8K - $38.4K
|
63.8K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
256KNew |
$5.55M - $5.64M
|
256K
$5.61M
|
|