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 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
621New |
$14.1K - $14.2K
|
621
$14.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
588+ 4.21% |
$13.4K - $13.5K
|
14.5K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
581+ 2.48% |
$13.2K - $13.3K
|
24K
$550K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
577+ 0.19% |
$13.1K - $13.2K
|
300K
$6.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
527+ 0.95% |
$12K - $12.1K
|
55.8K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
482+ 0.57% |
$11K - $11.1K
|
84.6K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
396+ 0.65% |
$9.02K - $9.08K
|
60.9K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
385+ 24.09% |
$8.77K - $8.83K
|
1.98K
$45.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
273+ 0.66% |
$6.22K - $6.26K
|
41.9K
$960K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
261+ 1.61% |
$5.94K - $5.99K
|
16.5K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
255+ 0.3% |
$5.81K - $5.85K
|
86K
$1.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
217+ 0.19% |
$4.94K - $4.98K
|
114K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
196+ 0.75% |
$4.46K - $4.5K
|
26.2K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
170+ 0.74% |
$3.87K - $3.9K
|
23.2K
$532K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
147+ 0.66% |
$3.35K - $3.37K
|
22.6K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
135+ 0.61% |
$3.07K - $3.1K
|
22.1K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
93+ 0.59% |
$2.12K - $2.13K
|
16K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
60+ 0.66% |
$1.37K - $1.38K
|
9.12K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
44+ 0.4% |
$1K - $1.01K
|
11.1K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
40+ 3.51% |
$911 - $918
|
1.18K
$27K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
31+ 0.05% |
$706 - $711
|
59.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.65% |
$296 - $298
|
2.01K
$46.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.11% |
$114 - $115
|
4.72K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-70- 0.91% |
$1.59K - $1.61K
|
7.61K
$174K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-96- 2.88% |
$2.19K - $2.2K
|
3.24K
$74.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-166- 0.28% |
$3.78K - $3.81K
|
59.9K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-235- 0.5% |
$5.35K - $5.39K
|
46.6K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-286- 0.83% |
$6.51K - $6.56K
|
34.2K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-305- 1.52% |
$6.94K - $7K
|
19.8K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-534- 1.89% |
$12.2K - $12.2K
|
27.7K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-585- 11.92% |
$13.3K - $13.4K
|
4.32K
$98.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-875- 1.18% |
$19.9K - $20.1K
|
73.3K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-900- 4.66% |
$20.5K - $20.6K
|
18.4K
$422K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.18K- 1.22% |
$27K - $27.2K
|
96K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 3.01% |
$28.3K - $28.6K
|
40.2K
$920K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.43K- 8.39% |
$32.5K - $32.8K
|
15.6K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.52K- 0.54% |
$34.6K - $34.9K
|
279K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.55K- 4.9% |
$35.3K - $35.6K
|
30.1K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 4.56% |
$37.5K - $37.7K
|
34.4K
$788K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.75K- 20.23% |
$39.8K - $40.1K
|
6.9K
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.4K- 1.72% |
$54.6K - $55K
|
137K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.6K- 5.06% |
$59.2K - $59.6K
|
48.8K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 4.91% |
$62.6K - $63.1K
|
53.2K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 0.98% |
$84.2K - $84.8K
|
374K
$8.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.92K- 28.18% |
$89.2K - $89.9K
|
9.99K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.8K- 7.98% |
$109K - $110K
|
55.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.09K- 1.27% |
$116K - $117K
|
397K
$9.09M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.18K- 4.89% |
$118K - $119K
|
101K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.56K- 33.09% |
$149K - $150K
|
13.3K
$304K
|