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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.51M+ 6077.39% |
$103M - $103M
|
4.58M
$105M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
2.96M+ 342309.38% |
$67.3M - $67.8M
|
2.96M
$67.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
702K+ 17.49% |
$16M - $16.1M
|
4.71M
$108M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
655KNew |
$14.9M - $15M
|
655K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
559K+ 25.42% |
$12.7M - $12.8M
|
2.76M
$63.2M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
554K+ 65.54% |
$12.6M - $12.7M
|
1.4M
$32M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
541K+ 20.0% |
$12.3M - $12.4M
|
3.25M
$74.3M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
432K+ 839.11% |
$9.85M - $9.92M
|
484K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
407K+ 34.7% |
$9.26M - $9.33M
|
1.58M
$36.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
352K+ 2267.17% |
$8.03M - $8.09M
|
368K
$8.42M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
340K+ 9.46% |
$7.74M - $7.8M
|
3.94M
$90.1M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
318K+ 354.72% |
$7.25M - $7.3M
|
408K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
282KNew |
$6.41M - $6.46M
|
282K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
261KNew |
$5.94M - $5.98M
|
261K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
219K+ 159.58% |
$4.99M - $5.03M
|
357K
$8.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
217K+ 32.73% |
$4.93M - $4.97M
|
878K
$20.1M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
212K+ 46.09% |
$4.84M - $4.87M
|
673K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
209K+ 41.53% |
$4.76M - $4.79M
|
712K
$16.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
178K+ 19.69% |
$4.06M - $4.09M
|
1.08M
$24.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
142K+ 26.92% |
$3.24M - $3.26M
|
670K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
124K+ 71.25% |
$2.82M - $2.84M
|
297K
$6.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.72M - $2.74M
|
119K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
114KNew |
$2.6M - $2.62M
|
114K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
105K+ 119.24% |
$2.38M - $2.4M
|
192K
$4.4M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
92.8K+ 73.73% |
$2.11M - $2.13M
|
219K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90.4K+ 8.14% |
$2.06M - $2.07M
|
1.2M
$27.5M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
80.7KNew |
$1.84M - $1.85M
|
80.7K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69.7KNew |
$1.59M - $1.6M
|
69.7K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
67.9KNew |
$1.55M - $1.56M
|
67.9K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.3K+ 226.45% |
$1.53M - $1.54M
|
97.1K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
63.3K+ 10.28% |
$1.44M - $1.45M
|
679K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
62.2K+ 31094.0% |
$1.42M - $1.43M
|
62.4K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60.2K+ 27.27% |
$1.37M - $1.38M
|
281K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.3K+ 14.84% |
$1.35M - $1.36M
|
459K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
57.5K+ 65.48% |
$1.31M - $1.32M
|
145K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.8K+ 26.67% |
$1.25M - $1.26M
|
261K
$5.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
52K+ 8.71% |
$1.18M - $1.19M
|
649K
$14.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45KNew |
$1.02M - $1.03M
|
45K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42.1K+ 86.66% |
$958K - $965K
|
90.6K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
40.7K+ 11.56% |
$926K - $933K
|
393K
$8.99M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.8K+ 9.23% |
$907K - $913K
|
471K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
37.6K+ 103.76% |
$857K - $864K
|
73.9K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
37.3K+ 26.6% |
$849K - $855K
|
177K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
34.7K+ 7.75% |
$790K - $796K
|
483K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29K+ 22.86% |
$660K - $665K
|
156K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
27.9K+ 26.98% |
$635K - $640K
|
131K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
27.7K+ 9.71% |
$631K - $635K
|
313K
$7.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 69.51% |
$586K - $590K
|
62.8K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25.7KNew |
$586K - $590K
|
25.7K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.4KNew |
$579K - $584K
|
25.4K
$582K
|