Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
352K+ 2267.17% |
$8.03M - $8.09M
|
368K
$8.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
142K+ 26.92% |
$3.24M - $3.26M
|
670K
$15.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.72M - $2.74M
|
119K
$2.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69.7KNew |
$1.59M - $1.6M
|
69.7K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.8K+ 26.67% |
$1.25M - $1.26M
|
261K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
52K+ 8.71% |
$1.18M - $1.19M
|
649K
$14.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29K+ 22.86% |
$660K - $665K
|
156K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
23.6K+ 51.92% |
$537K - $541K
|
69K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22.9K+ 4.48% |
$521K - $525K
|
534K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.3K+ 0.96% |
$508K - $512K
|
2.35M
$53.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
21.9K+ 1.58% |
$499K - $503K
|
1.41M
$32.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
21.2K+ 3.68% |
$484K - $487K
|
599K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
11.9K+ 70.83% |
$272K - $274K
|
28.8K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.6K+ 8.09% |
$241K - $242K
|
141K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
8.37K+ 44.57% |
$191K - $192K
|
27.1K
$622K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.1K+ 18.73% |
$162K - $163K
|
45K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.76K+ 16.57% |
$154K - $155K
|
47.5K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.09K+ 21.05% |
$93.2K - $93.8K
|
23.5K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.66K+ 0.92% |
$83.3K - $83.9K
|
402K
$9.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.5KNew |
$79.7K - $80.3K
|
3.5K
$80.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3K+ 6.42% |
$68.3K - $68.8K
|
49.7K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 10.64% |
$49.9K - $50.3K
|
22.8K
$522K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.19KNew |
$49.8K - $50.1K
|
2.19K
$50K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.5K
|
1.2K
$27.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.5K
|
1.2K
$27.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
997+ 2.89% |
$22.7K - $22.9K
|
35.5K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
915New |
$20.8K - $21K
|
915
$21K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
760+ 3.04% |
$17.3K - $17.4K
|
25.8K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
721+ 2.52% |
$16.4K - $16.5K
|
29.3K
$671K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
588+ 4.21% |
$13.4K - $13.5K
|
14.5K
$333K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
217+ 0.19% |
$4.94K - $4.98K
|
114K
$2.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.11% |
$114 - $115
|
4.72K
$108K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-235- 0.5% |
$5.35K - $5.39K
|
46.6K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-305- 1.52% |
$6.94K - $7K
|
19.8K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.76K- 6.74% |
$154K - $155K
|
93.6K
$2.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.13K- 2.52% |
$162K - $164K
|
275K
$6.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-24.6K- 11.31% |
$561K - $565K
|
193K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-504K- 87.11% |
$11.5M - $11.6M
|
74.6K
$1.71M
|