Latest Institutional Purchases of Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2029 Tre (IBTJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
130+ 3.73% |
$2.76K - $2.87K
|
3.61K
$77.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 0.32% |
$2.57K - $2.67K
|
37.9K
$812K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 0.76% |
$2.04K - $2.12K
|
12.7K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.33% |
$128 - $132
|
456
$9.76K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
493K+ 272.55% |
$10.5M - $10.9M
|
673K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
444K+ 73.19% |
$9.42M - $9.87M
|
1.05M
$22.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
303K+ 115.85% |
$6.44M - $6.74M
|
565K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
238KNew |
$5.06M - $5.3M
|
238K
$5.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
182K+ 100.4% |
$3.87M - $4.05M
|
364K
$7.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
181K+ 126.24% |
$3.84M - $4.02M
|
324K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 26.04% |
$2.55M - $2.67M
|
581K
$12.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
108KNew |
$2.29M - $2.39M
|
108K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.6K+ 225.28% |
$1.94M - $2.04M
|
132K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.4K+ 288.07% |
$1.79M - $1.88M
|
114K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.3K+ 17.56% |
$1.77M - $1.85M
|
557K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71.5K+ 763.17% |
$1.52M - $1.59M
|
80.9K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46.9KNew |
$996K - $1.04M
|
46.9K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42.7KNew |
$905K - $948K
|
42.7K
$913K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.8K+ 13.88% |
$717K - $751K
|
277K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 42.48% |
$595K - $623K
|
94K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
25.8K+ 46.18% |
$548K - $574K
|
81.8K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.7K+ 918.6% |
$397K - $416K
|
20.8K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.6K+ 125.52% |
$396K - $414K
|
33.5K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.3KNew |
$345K - $362K
|
16.3K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.1K+ 107.94% |
$299K - $313K
|
27.1K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.9KNew |
$275K - $288K
|
12.9K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.3K+ 13.74% |
$262K - $274K
|
102K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12KNew |
$255K - $267K
|
12K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.4KNew |
$242K - $253K
|
11.4K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.4K+ 7445.75% |
$242K - $253K
|
11.5K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5KNew |
$223K - $233K
|
10.5K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 10.47% |
$216K - $226K
|
107K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.92K+ 15.73% |
$210K - $220K
|
73K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9K+ 30.27% |
$191K - $200K
|
38.7K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.86K+ 12.48% |
$167K - $175K
|
70.9K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.3K+ 6.47% |
$155K - $162K
|
120K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.57K+ 5.68% |
$139K - $146K
|
122K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.31K+ 22.03% |
$134K - $140K
|
34.9K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.17K+ 13.25% |
$131K - $137K
|
52.7K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.58K+ 16.37% |
$97.1K - $102K
|
32.5K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.51K+ 253.6% |
$95.8K - $100K
|
6.29K
$135K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.66K+ 5.43% |
$77.8K - $81.4K
|
71.1K
$1.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
3.08K+ 15.28% |
$65.4K - $68.5K
|
23.3K
$498K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 22.54% |
$64K - $67.1K
|
16.4K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.78KNew |
$59K - $61.8K
|
2.78K
$59.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26KNew |
$48K - $50.2K
|
2.26K
$48.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.72K+ 91.73% |
$36.5K - $38.2K
|
3.6K
$76.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23K+ 2.72% |
$26K - $27.2K
|
46.3K
$990K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
828+ 4.63% |
$17.6K - $18.4K
|
18.7K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
329+ 0.8% |
$6.98K - $7.31K
|
41.3K
$884K
|
|