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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.1K+ 3.74% |
$571K - $576K
|
697K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
24.3K+ 21.58% |
$553K - $557K
|
137K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
23.8K+ 18.42% |
$543K - $547K
|
153K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
23.6K+ 51.92% |
$537K - $541K
|
69K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 335.01% |
$529K - $533K
|
30.2K
$691K
|
|
|
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 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22.3KNew |
$508K - $512K
|
22.3K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
21.9K+ 1.58% |
$499K - $503K
|
1.41M
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.7K+ 15.06% |
$495K - $499K
|
166K
$3.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
21.2K+ 3.68% |
$484K - $487K
|
599K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
21.2K+ 5.85% |
$482K - $485K
|
383K
$8.76M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.1K+ 39146.3% |
$481K - $485K
|
21.2K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.6K+ 14.0% |
$469K - $472K
|
167K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 11.35% |
$423K - $426K
|
182K
$4.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.6K+ 7.82% |
$400K - $403K
|
242K
$5.54M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.3K+ 6.85% |
$370K - $373K
|
253K
$5.8M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16KNew |
$365K - $368K
|
16K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.8KNew |
$361K - $364K
|
15.8K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.7K+ 169.68% |
$358K - $361K
|
25K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.7K+ 2.14% |
$356K - $359K
|
747K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.6KNew |
$355K - $358K
|
15.6K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.2K+ 465.69% |
$324K - $326K
|
17.3K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.6KNew |
$287K - $289K
|
12.6K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
12.4KNew |
$282K - $285K
|
12.4K
$284K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$281K - $283K
|
12.3K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12K+ 6.67% |
$272K - $275K
|
191K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
11.9K+ 70.83% |
$272K - $274K
|
28.8K
$659K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11.7K+ 72.81% |
$267K - $269K
|
27.9K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11.2K+ 121.88% |
$256K - $258K
|
20.4K
$468K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.2KNew |
$254K - $256K
|
11.2K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
11K+ 25.0% |
$249K - $251K
|
54.8K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 9.29% |
$247K - $249K
|
128K
$2.93M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.9KNew |
$247K - $249K
|
10.9K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.6K+ 8.09% |
$241K - $242K
|
141K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.5K+ 14.78% |
$238K - $240K
|
81.2K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.1K+ 19.54% |
$230K - $232K
|
61.8K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.79K+ 18.3% |
$223K - $225K
|
63.3K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
9.79K+ 5.12% |
$223K - $225K
|
201K
$4.6M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.64K+ 26.84% |
$219K - $221K
|
45.5K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.51K+ 7.7% |
$216K - $218K
|
133K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
9.36K+ 10.18% |
$213K - $215K
|
101K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.18KNew |
$209K - $211K
|
9.18K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.8K+ 91.37% |
$200K - $202K
|
18.4K
$422K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
8.77KNew |
$200K - $201K
|
8.77K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.76KNew |
$200K - $201K
|
8.76K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
8.37K+ 44.57% |
$191K - $192K
|
27.1K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.2K+ 6.04% |
$187K - $188K
|
144K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.1K+ 18.73% |
$162K - $163K
|
45K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6.95K+ 86.34% |
$158K - $159K
|
15K
$343K
|