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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.7K+ 16.1% |
$535K - $544K
|
178K
$3.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
149K+ 395.69% |
$3.23M - $3.28M
|
187K
$4.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.4K+ 6.69% |
$963K - $979K
|
708K
$15.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-34.2K- 7.53% |
$742K - $755K
|
421K
$9.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
12.2K+ 40.74% |
$265K - $270K
|
42.3K
$927K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.61K- 5.77% |
$34.9K - $35.5K
|
26.3K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.16K+ 22.37% |
$46.9K - $47.7K
|
11.8K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12+ 0.07% |
$260 - $264
|
17K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.83K+ 5.95% |
$61.3K - $62.3K
|
50.3K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
32.2K+ 13.32% |
$698K - $710K
|
274K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.6K+ 5.89% |
$382K - $389K
|
317K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
BUY
|
- |
11.2K+ 115.45% |
$243K - $247K
|
20.9K
$459K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 6.95% |
$34.5K - $35K
|
24.5K
$536K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.23KNew |
$200K - $203K
|
9.23K
$202K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.83K+ 12.92% |
$39.7K - $40.3K
|
16K
$351K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.5K+ 1.27% |
$75.8K - $77.1K
|
278K
$6.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.3K- 5.29% |
$744K - $756K
|
614K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.47K+ 151.46% |
$75.2K - $76.4K
|
5.76K
$126K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25K+ 18.48% |
$543K - $552K
|
161K
$3.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
754+ 4.97% |
$16.3K - $16.6K
|
15.9K
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
16.2KNew |
$350K - $356K
|
16.2K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
14KNew |
$304K - $309K
|
14K
$307K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
23.3K+ 46.76% |
$505K - $513K
|
73.1K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15K+ 3.26% |
$326K - $331K
|
477K
$10.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.92KNew |
$150K - $152K
|
6.92K
$152K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.62K- 10.92% |
$56.8K - $57.8K
|
21.4K
$469K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
47+ 0.47% |
$1.02K - $1.04K
|
10.1K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
41.9K+ 4.55% |
$908K - $923K
|
963K
$21.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
7.52K+ 3.77% |
$163K - $166K
|
207K
$4.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
30.9K+ 17.32% |
$669K - $680K
|
209K
$4.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.63K+ 0.18% |
$35.4K - $35.9K
|
905K
$19.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
19.5K+ 49.36% |
$424K - $431K
|
59.1K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 1.94% |
$70K - $71.1K
|
163K
$3.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.8K- 2.03% |
$234K - $238K
|
521K
$11.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
30.9KNew |
$671K - $682K
|
30.9K
$678K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
25.2K+ 7.24% |
$546K - $555K
|
373K
$8.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.1K+ 4.62% |
$414K - $421K
|
433K
$9.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
17.6K+ 49.09% |
$382K - $388K
|
53.5K
$1.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
229+ 1.2% |
$4.96K - $5.05K
|
19.3K
$424K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-9.06K- 25.5% |
$196K - $200K
|
26.5K
$581K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26K- 10.91% |
$562K - $573K
|
213K
$4.66M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.45K- 7.21% |
$31.3K - $31.9K
|
18.7K
$409K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-106- 0.92% |
$2.29K - $2.33K
|
11.4K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
61.4K+ 9.76% |
$1.32M - $1.35M
|
690K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-111- 0.51% |
$2.39K - $2.44K
|
21.6K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
4.64K+ 11.69% |
$100K - $102K
|
44.3K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.27K- 12.07% |
$27.4K - $27.9K
|
9.24K
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.1KNew |
$261K - $266K
|
12.1K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-1.2K- 11.36% |
$25.9K - $26.4K
|
9.36K
$205K
|
|