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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
16.8K+ 16.18% |
$363K - $370K
|
121K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
50.7K+ 552.64% |
$1.09M - $1.12M
|
59.9K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-20.1K- 10.7% |
$433K - $441K
|
168K
$3.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-31K- 66.06% |
$669K - $682K
|
15.9K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-555- 2.25% |
$12K - $12.2K
|
24.2K
$530K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
700New |
$15.1K - $15.4K
|
700
$15.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.72K+ 21.06% |
$58.7K - $59.8K
|
15.6K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
4+ 0.87% |
$86.3 - $88
|
463
$10.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
500+ 13.91% |
$10.8K - $11K
|
4.1K
$89.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.31K+ 24.11% |
$49.8K - $50.7K
|
11.9K
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
10.5KNew |
$227K - $232K
|
10.5K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
307+ 2.0% |
$6.62K - $6.75K
|
15.7K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
574+ 4.28% |
$12.4K - $12.6K
|
14K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-46- 1.27% |
$992 - $1.01K
|
3.57K
$78.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 19.79% |
$23.3K - $23.7K
|
4.37K
$95.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-3- 0.03% |
$64.7 - $66
|
10.2K
$225K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-268- 66.34% |
$5.67K - $5.83K
|
136
$2.98K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
4.55K+ 2.62% |
$96.3K - $99.1K
|
178K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.29K+ 45.81% |
$197K - $202K
|
29.6K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.5KNew |
$201K - $207K
|
9.5K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-39.3K- 71.44% |
$832K - $856K
|
15.7K
$345K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$214K - $220K
|
10.1K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
39New |
$825 - $849
|
39
$855
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
930New |
$19.7K - $20.2K
|
930
$20.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.83KNew |
$102K - $105K
|
4.83K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.7KNew |
$332K - $341K
|
15.7K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5.15KNew |
$109K - $112K
|
5.15K
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.16K- 15.15% |
$45.6K - $46.9K
|
12.1K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47K+ 52.62% |
$52.3K - $53.8K
|
7.16K
$157K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
26.6KNew |
$562K - $578K
|
26.6K
$583K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
113KNew |
$2.4M - $2.47M
|
113K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.97K+ 1.5% |
$41.7K - $42.9K
|
133K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.4K- 49.8% |
$389K - $400K
|
18.5K
$406K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
62+ 0.41% |
$1.31K - $1.35K
|
15.1K
$331K
|
|
| Q4 2024 | |||||||
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
785+ 5.99% |
$16.7K - $17.3K
|
13.9K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.7KNew |
$802K - $833K
|
37.7K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
178New |
$3.78K - $3.93K
|
178
$3.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.38K- 3.48% |
$50.6K - $52.6K
|
66.1K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 73.95% |
$35.5K - $36.9K
|
589
$12.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-6.1K- 29.97% |
$130K - $135K
|
14.3K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.21KNew |
$46.9K - $48.8K
|
2.21K
$48.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.97K+ 129.66% |
$63.2K - $65.6K
|
5.27K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
768New |
$16.3K - $16.9K
|
768
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 0.76% |
$2.04K - $2.12K
|
12.7K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2KNew |
$42.5K - $44.1K
|
2K
$43.9K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-736- 5.64% |
$15.6K - $16.4K
|
12.3K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.7K- 50.92% |
$291K - $305K
|
13.2K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$1.76K - $1.84K
|
83
$1.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-6.65K- 89.56% |
$141K - $148K
|
775
$17K
|
|