Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds Dec 2029 Tre (IBTJ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Tre (IBTJ) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2029 TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
552KNew |
$11.7M - $12.2M
|
552K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
427KNew |
$9.07M - $9.42M
|
427K
$9.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
341KNew |
$7.24M - $7.52M
|
341K
$7.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
76.6K+ 33.74% |
$1.63M - $1.69M
|
304K
$6.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
75.9K+ 7.49% |
$1.61M - $1.67M
|
1.09M
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52K+ 30.78% |
$1.1M - $1.15M
|
221K
$4.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.6K+ 61.75% |
$863K - $896K
|
106K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
39.2KNew |
$833K - $865K
|
39.2K
$838K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 175.51% |
$820K - $852K
|
60.6K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38.2KNew |
$812K - $844K
|
38.2K
$818K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
27.7K+ 4.52% |
$590K - $612K
|
642K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.2K+ 8.79% |
$472K - $490K
|
275K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 9.99% |
$452K - $469K
|
234K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
21.3K+ 7.92% |
$452K - $469K
|
290K
$6.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
18.4K+ 55.2% |
$392K - $407K
|
51.8K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.1K+ 10.07% |
$342K - $356K
|
176K
$3.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
15.3KNew |
$324K - $337K
|
15.3K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.7KNew |
$311K - $323K
|
14.7K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.9KNew |
$273K - $284K
|
12.9K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.3KNew |
$261K - $271K
|
12.3K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$259K - $269K
|
12.2K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
10.4KNew |
$222K - $230K
|
10.4K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.2K+ 34.45% |
$216K - $224K
|
39.7K
$849K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.56K+ 32.93% |
$203K - $211K
|
38.6K
$826K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.23K+ 8.07% |
$196K - $204K
|
124K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
9.19K+ 49.09% |
$195K - $203K
|
27.9K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9.04K+ 92.11% |
$192K - $199K
|
18.9K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.83K+ 71.59% |
$188K - $195K
|
21.2K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
8.75K+ 69.8% |
$186K - $193K
|
21.3K
$456K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.53K+ 899.37% |
$181K - $188K
|
9.47K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.66K+ 9.75% |
$163K - $169K
|
86.3K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.2KNew |
$153K - $159K
|
7.2K
$154K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.88K+ 64.3% |
$125K - $130K
|
15K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.5K+ 8.9% |
$95.6K - $99.3K
|
55.1K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.3K+ 1075.0% |
$91.4K - $94.9K
|
4.7K
$101K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.29K+ 29.46% |
$91.1K - $94.6K
|
18.8K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.13K+ 31.93% |
$87.8K - $91.2K
|
17.1K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
3.96K+ 0.87% |
$84K - $87.3K
|
457K
$9.78M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.74K+ 1.05% |
$79.6K - $82.6K
|
361K
$7.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.97K+ 129.66% |
$63.2K - $65.6K
|
5.27K
$113K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.46K+ 34.51% |
$52.2K - $54.2K
|
9.57K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2.39K+ 1.86% |
$50.8K - $52.8K
|
131K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.16K+ 7.65% |
$46K - $47.7K
|
30.4K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2KNew |
$42.5K - $44.1K
|
2K
$42.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$41.6K - $43.2K
|
1.96K
$41.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.45K+ 22.46% |
$30.8K - $32K
|
7.89K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.39K+ 1.27% |
$29.6K - $30.7K
|
111K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.35K+ 10.28% |
$28.6K - $29.7K
|
14.5K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 6.97% |
$21.3K - $22.1K
|
15.4K
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
989+ 0.55% |
$21K - $21.8K
|
181K
$3.86M
|