Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$512K - $519K
|
22.6K
$518K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
22.2K+ 74.14% |
$503K - $510K
|
52.2K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.4KNew |
$485K - $492K
|
21.4K
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.2K+ 3.68% |
$457K - $464K
|
569K
$13M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.7K+ 185.38% |
$445K - $451K
|
30.3K
$692K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 8.85% |
$444K - $450K
|
241K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.9K+ 14.31% |
$406K - $411K
|
143K
$3.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16.9K+ 27.94% |
$382K - $387K
|
77.3K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16.6K+ 21.88% |
$375K - $380K
|
92.3K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
15.9K+ 121.29% |
$360K - $365K
|
29K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.7K+ 6.77% |
$310K - $315K
|
216K
$4.95M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.6K+ 26.25% |
$307K - $311K
|
65.3K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.5K+ 41.24% |
$305K - $309K
|
46.2K
$1.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.3KNew |
$301K - $305K
|
13.3K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 131.31% |
$298K - $303K
|
23.2K
$531K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
13.1K+ 52.54% |
$295K - $300K
|
37.9K
$867K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
13K+ 312.1% |
$294K - $298K
|
17.2K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 4.24% |
$280K - $284K
|
304K
$6.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.3K+ 47.8% |
$277K - $281K
|
37.9K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
12.1KNew |
$274K - $278K
|
12.1K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.1K+ 22.26% |
$274K - $278K
|
66.5K
$1.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
11K+ 94.78% |
$248K - $251K
|
22.5K
$514K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.9K+ 112.86% |
$247K - $251K
|
20.6K
$471K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
10.9K+ 53.45% |
$246K - $249K
|
31.2K
$714K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8K+ 59.51% |
$244K - $248K
|
28.9K
$661K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
10.7KNew |
$241K - $244K
|
10.7K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.6K+ 186.1% |
$240K - $244K
|
16.3K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10.5K+ 1453.55% |
$236K - $240K
|
11.2K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
10.4K+ 11.84% |
$236K - $239K
|
98.4K
$2.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$233K - $236K
|
10.3K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 75.35% |
$233K - $236K
|
24K
$548K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
9.85K+ 71.3% |
$223K - $226K
|
23.7K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.83KNew |
$222K - $226K
|
9.83K
$225K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.4KNew |
$213K - $216K
|
9.4K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.13K+ 2.29% |
$206K - $209K
|
407K
$9.3M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.01K+ 16.29% |
$204K - $207K
|
64.3K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
8.17K+ 6.51% |
$185K - $187K
|
134K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.13K+ 40.77% |
$184K - $186K
|
28.1K
$642K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.7K+ 10.32% |
$174K - $177K
|
82.3K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.61K+ 4.27% |
$172K - $175K
|
186K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.39K+ 33.54% |
$167K - $170K
|
29.4K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.33K+ 10.16% |
$166K - $168K
|
79.5K
$1.82M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.11K+ 7.72% |
$161K - $163K
|
99.3K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.07K+ 21.21% |
$160K - $162K
|
40.4K
$924K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.41K+ 49.27% |
$145K - $147K
|
19.4K
$444K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6.36K+ 55.94% |
$144K - $146K
|
17.7K
$405K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.73K+ 4.96% |
$130K - $131K
|
121K
$2.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
5.38K+ 49.87% |
$122K - $123K
|
16.2K
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.81K+ 19.23% |
$109K - $110K
|
29.8K
$682K
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.38K+ 14.17% |
$99K - $100K
|
35.3K
$806K
|