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
|
Safeguard Financial, LLC
|
BUY
|
- |
6.76K+ 16.57% |
$154K - $155K
|
47.5K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.37K+ 20.6% |
$145K - $146K
|
37.3K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.33K+ 0.51% |
$144K - $145K
|
1.25M
$28.6M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 6.2% |
$131K - $132K
|
98.8K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 5.76% |
$126K - $127K
|
101K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.51K+ 49.05% |
$126K - $126K
|
16.8K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.01K+ 12.33% |
$114K - $115K
|
45.6K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.01K+ 2.22% |
$114K - $115K
|
230K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.91K+ 5.21% |
$112K - $113K
|
99.1K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.66K+ 12.27% |
$106K - $107K
|
42.6K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.58K+ 8.39% |
$104K - $105K
|
59.1K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.37K+ 20.79% |
$99.5K - $100K
|
25.4K
$581K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.37K+ 18.14% |
$99.4K - $100K
|
28.4K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.29K+ 8.0% |
$97.6K - $98.3K
|
57.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.2KNew |
$95.6K - $96.3K
|
4.2K
$96.1K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.17K+ 3.33% |
$94.9K - $95.6K
|
129K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.16K+ 10.13% |
$94.7K - $95.4K
|
45.2K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.09K+ 21.05% |
$93.2K - $93.8K
|
23.5K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.78K+ 4.13% |
$86K - $86.7K
|
95.2K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.72K+ 26.88% |
$84.7K - $85.3K
|
17.6K
$402K
|
|
|
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
$80.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$76.2K - $76.8K
|
3.35K
$76.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.02K+ 6.51% |
$68.7K - $69.2K
|
49.3K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3K+ 6.42% |
$68.3K - $68.8K
|
49.7K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.9K+ 0.61% |
$65.9K - $66.4K
|
479K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 0.84% |
$58.7K - $59.2K
|
310K
$7.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.29K+ 15.88% |
$52.1K - $52.5K
|
16.7K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 10.64% |
$49.9K - $50.3K
|
22.8K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.19K+ 18.69% |
$49.9K - $50.3K
|
13.9K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.19KNew |
$49.8K - $50.1K
|
2.19K
$50K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 46.51% |
$47.2K - $47.6K
|
6.54K
$150K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.61K+ 7.1% |
$36.5K - $36.8K
|
24.2K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55K+ 1.81% |
$35.2K - $35.4K
|
87K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.49K+ 8.82% |
$33.9K - $34.1K
|
18.4K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 498.92% |
$31.5K - $31.7K
|
1.66K
$38K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.36K+ 73.4% |
$30.9K - $31.1K
|
3.2K
$73.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.5K
|
1.2K
$27.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.5K
|
1.2K
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1.09KNew |
$24.9K - $25.1K
|
1.09K
$25K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.06K+ 9.5% |
$24.1K - $24.3K
|
12.2K
$279K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.01K+ 1.24% |
$23K - $23.2K
|
82.7K
$1.89M
|
|
|
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
$20.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
904+ 10.68% |
$20.6K - $20.7K
|
9.37K
$215K
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
864New |
$19.7K - $19.8K
|
864
$19.8K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
839+ 1.12% |
$19.1K - $19.2K
|
75.9K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
760+ 3.04% |
$17.3K - $17.4K
|
25.8K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
721+ 2.52% |
$16.4K - $16.5K
|
29.3K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
640+ 1.12% |
$14.6K - $14.7K
|
57.7K
$1.32M
|