iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) Institutional Ownership $21.48 +0.07 (+0.33%) As of 02/21/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ)Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$17.56MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.18M Get IBTJ Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 Term Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IBTJ Institutional Buying and Selling by Quarter iShares iBonds Dec 2029 Term Treasury ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Captrust Financial Advisors49,490$1.06M0.0%+204.1%0.198% 2/17/2025 Cary Street Partners Financial LLC37,373$797K0.0%N/A0.149% 2/17/2025 Baird Financial Group Inc.31,123$664K0.0%N/A0.124% 2/17/2025 Ameriprise Financial Inc.36,826$785K0.0%-67.5%0.147% 2/14/2025 Integrated Wealth Concepts LLC48,000$1.02M0.0%+43.3%0.192% 2/13/2025 NewEdge Advisors LLC131,480$2.80M0.0%+218.4%0.525% 2/13/2025 United Capital Financial Advisors LLC64,060$1.37M0.0%+136.1%0.256% 2/12/2025 Boston Family Office LLC79,658$1.70M0.1%+12.4%0.318% 2/12/2025 JPMorgan Chase & Co.3,200$68K0.0%N/A0.013% 2/11/2025 Atlantic Private Wealth LLC86,806$1.85M1.4%-1.0%0.347% Get the Latest News and Ratings for IBTJ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2029 Term Treasury ETF and its competitors with MarketBeat's FREE daily newsletter. 2/5/2025 Kohmann Bosshard Financial Services LLC2,209$47K0.0%N/A0.009% 1/31/2025 Bank of Jackson Hole Trust1,956$42K0.0%N/A0.009% 1/29/2025 Leavell Investment Management Inc.15,350$327K0.0%+7.0%0.068% 1/28/2025 Barrett & Company Inc.4,700$100K0.0%+1,075.0%0.021% 1/23/2025 Crews Bank & Trust14,650$312K0.1%N/A0.065% 1/21/2025 Montecito Bank & Trust10,424$222K0.0%N/A0.047% 1/17/2025 Janney Montgomery Scott LLC86,290$1.84M0.0%+9.7%0.389% 1/13/2025 PSI Advisors LLC2,000$43K0.0%N/A0.009% 1/2/2025 Confluence Investment Management LLC360,901$7.70M0.1%+1.0%2.123% 11/18/2024 JDM Financial Group LLC12,313$272K0.1%-5.6%0.072% 11/15/2024 Integrated Wealth Concepts LLC33,497$740K0.0%+125.5%0.197% 11/14/2024 Flow Traders U.S. LLC13,225$292K0.0%-50.9%0.078% 11/14/2024 Captrust Financial Advisors16,276$360K0.0%N/A0.096% 11/13/2024 Boston Family Office LLC70,876$1.57M0.1%+12.5%0.417% 11/1/2024 Leavell Investment Management Inc.14,350$317K0.0%N/A0.085% 10/31/2024 Confluence Investment Management LLC357,157$7.90M0.1%-2.3%2.113% 10/30/2024Cary Street Partners Asset Management LLC11,397$252K0.0%N/A0.067% 10/29/2024 Janney Montgomery Scott LLC78,626$1.74M0.0%+2.4%0.465% 10/29/2024 Farther Finance Advisors LLC2,261$50K0.0%N/A0.013% 7/16/2024 WASHINGTON TRUST Co13,062$279K0.0%+37.5%0.100% 7/1/2024 Confluence Investment Management LLC365,644$7.81M0.1%-0.3%3.294% 5/1/2024 Janney Montgomery Scott LLC61,298$1.32M0.0%N/A0.565% 4/23/2024 WASHINGTON TRUST Co9,500$204K0.0%N/A0.089% 4/1/2024 Confluence Investment Management LLC366,684$7.88M0.1%N/A4.445% 2/9/2024 Atlantic Private Wealth LLC68,381$1.49M1.3%N/A0.829% 2/7/2024 Bogart Wealth LLC3,281$71K0.0%N/A0.040% 10/16/2023 First PREMIER Bank3,400$72K0.0%+580.0%0.066% 10/10/2023 Confluence Investment Management LLC383,235$8.05M0.1%-1.4%7.589% 8/9/2023 Flow Traders U.S. LLC19,448$421K0.0%-78.5%0.556% 7/3/2023 Confluence Investment Management LLC388,777$8.41M0.1%-0.2%12.959% Watch This Robotics Demo Before March 17th (Ad)Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry." Click here to watch the demo…5/15/2023 Flow Traders U.S. LLC90,507$2.01M0.1%N/A3.017% 5/12/2023 NewEdge Advisors LLC54,399$1.21M0.0%-4.5%1.813% 4/4/2023 Confluence Investment Management LLC389,647$8.64M0.1%+4.0%13.208% 1/4/2023 Confluence Investment Management LLC374,762$8.09M0.1%-10.5%20.820% 11/15/2022 Flow Traders U.S. LLC27,701$597K0.0%-29.6%1.539% 10/3/2022 Confluence Investment Management LLC418,724$9.03M0.2%+11.4%38.066% 8/13/2022 Flow Traders U.S. LLC39,345$895K0.0%+210.5%3.577% 7/13/2022First National Bank of South Miami1,125$26K0.0%N/A0.150% 7/6/2022 Confluence Investment Management LLC375,942$8.56M0.1%-1.6%50.126% 4/4/2022 Confluence Investment Management LLC381,976$9.03M0.1%+3.1%54.568% 3/10/2022 Comprehensive Financial Consultants Institutional Inc.1,977$49K0.0%N/A0.282% 1/4/2022 Confluence Investment Management LLC370,371$9.30M0.1%+1.4%56.980% 11/15/2021 Flow Traders U.S. LLC10,536$265K0.0%-65.9%1.505% 10/4/2021 Confluence Investment Management LLC365,251$9.20M0.1%+0.7%52.179% 8/24/2021 Flow Traders U.S. LLC30,883$780K0.0%N/A4.412% 7/1/2021 Confluence Investment Management LLC362,810$9.16M0.1%-1.7%51.830% 4/5/2021 Confluence Investment Management LLC368,900$9.14M0.1%+1.5%46.113% (Data available from 1/1/2016 forward) IBTJ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IBTJ shares? During the previous two years, 26 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Treasury ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($7.70M), NewEdge Advisors LLC ($2.80M), Atlantic Private Wealth LLC ($1.85M), Janney Montgomery Scott LLC ($1.84M), Boston Family Office LLC ($1.70M), United Capital Financial Advisors LLC ($1.37M), and Captrust Financial Advisors ($1.06M).Learn more on IBTJ's institutional investors. Which institutional investors have been buying iShares iBonds Dec 2029 Term Treasury ETF stock? Of the 24 institutional investors that purchased iShares iBonds Dec 2029 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($385.31K), Flow Traders U.S. LLC ($90.51K), NewEdge Advisors LLC ($90.19K), Janney Montgomery Scott LLC ($70.82K), Atlantic Private Wealth LLC ($68.38K), Captrust Financial Advisors ($49.49K), and Cary Street Partners Financial LLC ($37.37K). How much institutional buying is happening at iShares iBonds Dec 2029 Term Treasury ETF? Institutional investors have bought a total of 996,906 shares in the last 24 months. This purchase volume represents approximately $23.85M in transactions. Which iShares iBonds Dec 2029 Term Treasury ETF major shareholders have been selling company stock? The following institutional investors have sold iShares iBonds Dec 2029 Term Treasury ETF stock in the last 24 months: Flow Traders U.S. LLC ($84.78K), Ameriprise Financial Inc. ($76.61K), Confluence Investment Management LLC ($15.94K), NewEdge Advisors LLC ($2.54K), Atlantic Private Wealth LLC ($878.00), and JDM Financial Group LLC ($736.00). How much institutional selling is happening at iShares iBonds Dec 2029 Term Treasury ETF? Institutional investors have sold a total of 181,474 shares in the last 24 months. This volume of shares sold represents approximately $3.97M in transactions. Related Companies US Treasury 2 Year Note ETF Major Shareholders iShares iBonds Dec 2030 Term Treasury ETF Major Shareholders US Treasury 6 Month Bill ETF Major Shareholders US Treasury 12 Month Bill ETF Major Shareholders iShares iBonds Dec 2031 Term Treasury ETF Major Shareholders iShares iBonds Dec 2033 Term Treasury ETF Major Shareholders iShares iBonds Dec 2032 Term Treasury ETF Major Shareholders US Treasury 10 Year Note ETF Major Shareholders iShares iBonds Dec 2028 Term Treasury ETF Major Shareholders iShares iBonds Dec 2034 Term Treasury ETF Major Shareholders This page (NASDAQ:IBTJ) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersBuy NVDA Now? After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...Chaikin Analytics | SponsoredSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...Timothy Sykes | SponsoredElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredWe recommended Palantir in 2021, now we’re recommending this...I believe it could offer you a MAJOR boost to your retirement. And it pays huge dividends to give you a nic...Behind the Markets | SponsoredBuy this AI Stock Before Elon’s AnnouncementWith Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...InvestorPlace | SponsoredMarket down? Do this now.During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...Colonial Metals | SponsoredThis Crypto Is Set to Explode in FebruaryIt's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...Crypto 101 Media | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares iBonds Dec 2029 Term Treasury ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares iBonds Dec 2029 Term Treasury ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free IBTJ Stock Alerts