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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
178New |
$3.78K - $3.93K
|
178
$3.86K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
130+ 3.73% |
$2.76K - $2.87K
|
3.61K
$78.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
121+ 0.32% |
$2.57K - $2.67K
|
37.9K
$823K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96+ 0.76% |
$2.04K - $2.12K
|
12.7K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
59+ 0.03% |
$1.25K - $1.3K
|
174K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
35+ 0.3% |
$744 - $772
|
11.6K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 1.27% |
$531 - $552
|
1.99K
$43.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22+ 1.32% |
$468 - $486
|
1.69K
$36.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.33% |
$128 - $132
|
456
$9.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
$14.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
108KNew |
$2.29M - $2.39M
|
108K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46.9KNew |
$996K - $1.04M
|
46.9K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
42.7KNew |
$905K - $948K
|
42.7K
$926K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
33.8K+ 13.88% |
$717K - $751K
|
277K
$6.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
12KNew |
$255K - $267K
|
12K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.4KNew |
$242K - $253K
|
11.4K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.31K+ 22.03% |
$134K - $140K
|
34.9K
$758K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.02K+ 22.54% |
$64K - $67.1K
|
16.4K
$356K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.72K+ 91.73% |
$36.5K - $38.2K
|
3.6K
$78K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
286New |
$6.07K - $6.35K
|
286
$6.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
152New |
$3.23K - $3.38K
|
152
$3.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
83New |
$1.76K - $1.84K
|
83
$1.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$63.7 - $66.7
|
5.36K
$116K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$21.2 - $22.2
|
1
$21.7
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
31.8K+ 6.57% |
$667K - $681K
|
515K
$11.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
3.56K+ 37.49% |
$74.8K - $76.4K
|
13.1K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
589+ 3.31% |
$12.4K - $12.6K
|
18.4K
$399K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
20.9KNew |
$446K - $458K
|
20.9K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.9KNew |
$296K - $304K
|
13.9K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.6KNew |
$226K - $232K
|
10.6K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10.2KNew |
$217K - $223K
|
10.2K
$221K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
2.25K+ 19.66% |
$48K - $49.2K
|
13.7K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
64New |
$1.37K - $1.4K
|
64
$1.39K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24.2KNew |
$499K - $529K
|
24.2K
$525K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$241K - $255K
|
11.7K
$254K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.99KNew |
$206K - $218K
|
9.99K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.64K+ 9.42% |
$116K - $123K
|
65.4K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.17KNew |
$24.1K - $25.5K
|
1.17K
$25.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
507New |
$10.4K - $11.1K
|
507
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
492+ 2.29% |
$10.1K - $10.7K
|
21.9K
$476K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.13KNew |
$44.5K - $46.2K
|
2.13K
$46.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
181New |
$3.79K - $3.94K
|
181
$3.93K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.13KNew |
$24.3K - $25.2K
|
1.13K
$24.4K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1KNew |
$21.1K - $22.1K
|
1K
$21.7K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
376KNew |
$8.27M - $8.83M
|
376K
$8.16M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.13KNew |
$24.7K - $26.4K
|
1.13K
$24.4K
|
|