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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
989+ 0.55% |
$21K - $21.8K
|
181K
$3.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
809+ 22.6% |
$17.2K - $17.9K
|
4.39K
$93.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
768New |
$16.3K - $16.9K
|
768
$16.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
213+ 1.31% |
$4.53K - $4.7K
|
16.4K
$352K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 1.27% |
$531 - $552
|
1.99K
$42.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 1.33% |
$128 - $132
|
456
$9.76K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-667- 4.48% |
$14.2K - $14.7K
|
14.2K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.49K- 48.16% |
$95.4K - $99.1K
|
4.83K
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.41K- 25.66% |
$115K - $119K
|
15.7K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-7.06K- 9.82% |
$150K - $156K
|
64.8K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-16.6K- 58.91% |
$352K - $366K
|
11.6K
$247K
|