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 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.65K- 3.88% |
$151K - $152K
|
164K
$3.76M
|
|
|
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
$6.3M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-7.33K- 6.55% |
$167K - $168K
|
104K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-7.72K- 2.0% |
$176K - $177K
|
379K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.16K- 3.5% |
$209K - $210K
|
253K
$5.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.66K- 32.19% |
$220K - $222K
|
20.4K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-11K- 25.1% |
$250K - $252K
|
32.7K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.5K- 1.17% |
$261K - $263K
|
971K
$22.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.6K- 32.72% |
$309K - $312K
|
27.9K
$639K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.7K- 41.92% |
$448K - $451K
|
27.2K
$623K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-24.6K- 11.31% |
$561K - $565K
|
193K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.9K- 31.08% |
$590K - $595K
|
57.5K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-29.8K- 64.2% |
$679K - $684K
|
16.6K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-44.6K- 35.33% |
$1.01M - $1.02M
|
81.5K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.2K- 9.03% |
$1.08M - $1.08M
|
476K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-52.5K- 78.91% |
$1.2M - $1.2M
|
14K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-59.3K- 34.56% |
$1.35M - $1.36M
|
112K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-63.3K- 19.85% |
$1.44M - $1.45M
|
256K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-76K- 40.54% |
$1.73M - $1.74M
|
111K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76.1K- 53.11% |
$1.73M - $1.75M
|
67.2K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-117K- 91.71% |
$2.66M - $2.68M
|
10.6K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-129K- 16.38% |
$2.94M - $2.96M
|
660K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 8.31% |
$3.82M - $3.85M
|
1.85M
$42.4M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-293K- 91.65% |
$6.67M - $6.72M
|
26.7K
$611K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-504K- 87.11% |
$11.5M - $11.6M
|
74.6K
$1.71M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-655K- 99.98% |
$14.9M - $15M
|
162
$3.71K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-3.35M- 97.89% |
$76.4M - $76.9M
|
72.4K
$1.66M
|