Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.47K+ 4.89% |
$167K - $170K
|
160K
$3.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.32K+ 70.37% |
$164K - $166K
|
17.7K
$405K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
6.64KNew |
$149K - $151K
|
6.64K
$152K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.35K+ 16.44% |
$142K - $144K
|
45K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.89K+ 4.38% |
$110K - $111K
|
117K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.68K+ 5.57% |
$105K - $106K
|
88.7K
$2.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.61K+ 0.87% |
$103K - $105K
|
534K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.55K+ 20.46% |
$102K - $103K
|
26.8K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.51K+ 13.5% |
$78.7K - $79.9K
|
29.5K
$675K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.86K+ 216.18% |
$64.1K - $65.1K
|
4.18K
$95.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2.54K+ 228.21% |
$56.9K - $57.8K
|
3.65K
$83.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.06K+ 0.97% |
$46.2K - $47K
|
216K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2K+ 801.6% |
$44.9K - $45.6K
|
2.25K
$51.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2K+ 92.42% |
$44.8K - $45.5K
|
4.16K
$95.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.65K+ 10.52% |
$37K - $37.5K
|
17.3K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 3.15% |
$25K - $25.4K
|
36.6K
$835K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 7.18% |
$23.3K - $23.7K
|
15.5K
$355K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
900+ 22.32% |
$20.2K - $20.5K
|
4.93K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
700+ 5.0% |
$15.7K - $15.9K
|
14.7K
$336K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
530+ 59.95% |
$11.9K - $12.1K
|
1.41K
$32.3K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
264+ 1.65% |
$5.91K - $6.01K
|
16.3K
$371K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
207New |
$4.64K - $4.71K
|
207
$4.73K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
174+ 1.56% |
$3.9K - $3.96K
|
11.3K
$258K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
100+ 20.0% |
$2.24K - $2.28K
|
600
$13.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.48% |
$493 - $501
|
4.6K
$105K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18+ 0.96% |
$403 - $410
|
1.9K
$43.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.04% |
$246 - $250
|
31.2K
$712K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.08% |
$246 - $250
|
13.1K
$299K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.79% |
$44.8 - $45.5
|
254
$5.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-128- 0.9% |
$2.87K - $2.91K
|
14.1K
$322K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-158- 1.08% |
$3.54K - $3.59K
|
14.4K
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-197- 9.33% |
$4.41K - $4.48K
|
1.91K
$43.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 4.51% |
$5.6K - $5.69K
|
5.29K
$121K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-683- 1.23% |
$15.3K - $15.5K
|
54.7K
$1.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.42K- 1.01% |
$31.7K - $32.2K
|
139K
$3.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.8K- 4.36% |
$40.3K - $41K
|
39.5K
$902K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.48K- 19.45% |
$100K - $102K
|
18.5K
$424K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.79K- 39.02% |
$107K - $109K
|
7.48K
$171K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.9K- 16.54% |
$132K - $134K
|
29.8K
$681K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-11K- 1.2% |
$246K - $250K
|
905K
$20.7M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 14.45% |
$355K - $361K
|
93.9K
$2.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.3K- 28.53% |
$679K - $690K
|
76K
$1.74M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-54.2KClosed |
$1.21M - $1.23M
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-69.2K- 35.44% |
$1.55M - $1.58M
|
126K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-273K- 48.28% |
$6.12M - $6.22M
|
293K
$6.69M
|