Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.64M+ 1323.19% |
$58.9M - $60.3M
|
2.84M
$64.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
950K+ 1799.41% |
$21.2M - $21.7M
|
1M
$22.8M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
862KNew |
$19.2M - $19.7M
|
862K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
782K+ 169.57% |
$17.5M - $17.9M
|
1.24M
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
593K+ 106.04% |
$13.2M - $13.6M
|
1.15M
$26.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
576KNew |
$12.8M - $13.2M
|
576K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
470KNew |
$10.5M - $10.7M
|
470K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
414KNew |
$9.23M - $9.46M
|
414K
$9.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
372K+ 4577.28% |
$8.3M - $8.51M
|
380K
$8.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
358K+ 907.19% |
$8M - $8.19M
|
398K
$9.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
323KNew |
$7.21M - $7.39M
|
323K
$7.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
298KNew |
$6.65M - $6.81M
|
298K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
295K+ 76.55% |
$6.58M - $6.74M
|
680K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
289K+ 192.82% |
$6.45M - $6.61M
|
439K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
223K+ 68.43% |
$4.98M - $5.1M
|
549K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
209K+ 179.68% |
$4.67M - $4.79M
|
326K
$7.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
189K+ 588.37% |
$4.23M - $4.33M
|
222K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
185K+ 153.91% |
$4.14M - $4.24M
|
306K
$6.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
154K+ 1738.34% |
$3.44M - $3.53M
|
163K
$3.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 14.02% |
$3.41M - $3.49M
|
1.24M
$28.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
125K+ 6.5% |
$2.78M - $2.85M
|
2.04M
$46.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
110KNew |
$2.46M - $2.52M
|
110K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
94.4K+ 2050.86% |
$2.11M - $2.16M
|
99K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.3K+ 26.73% |
$2.1M - $2.15M
|
447K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
92.2KNew |
$2.06M - $2.11M
|
92.2K
$2.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
88KNew |
$1.96M - $2.01M
|
88K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
87.5KNew |
$1.95M - $2M
|
87.5K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
84.8KNew |
$1.89M - $1.94M
|
84.8K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76.1K+ 35.24% |
$1.7M - $1.74M
|
292K
$6.65M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
74.6KNew |
$1.67M - $1.71M
|
74.6K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
73.5KNew |
$1.64M - $1.68M
|
73.5K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
71.2K+ 1444.27% |
$1.59M - $1.63M
|
76.2K
$1.74M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
68.7K+ 71.61% |
$1.53M - $1.57M
|
165K
$3.75M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60KNew |
$1.34M - $1.37M
|
60K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
57K+ 150.95% |
$1.27M - $1.3M
|
94.8K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
54.7KNew |
$1.22M - $1.25M
|
54.7K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.6K+ 32.42% |
$1.15M - $1.18M
|
211K
$4.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
49.1K+ 316.42% |
$1.1M - $1.12M
|
64.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
45.9KNew |
$1.02M - $1.05M
|
45.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.2K+ 26.32% |
$942K - $965K
|
203K
$4.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
37.9K+ 340.13% |
$846K - $866K
|
49K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
37.4KNew |
$836K - $856K
|
37.4K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.8K+ 113.31% |
$821K - $841K
|
69.3K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
36.7K+ 7.48% |
$819K - $839K
|
527K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35.6K+ 25.55% |
$794K - $813K
|
175K
$3.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
32.7KNew |
$730K - $748K
|
32.7K
$745K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
31.7K+ 423.94% |
$708K - $725K
|
39.2K
$893K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
31.4K+ 108.47% |
$702K - $719K
|
60.4K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
28.2KNew |
$629K - $644K
|
28.2K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.8KNew |
$622K - $637K
|
27.8K
$635K
|