Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)

IBTG Quotes by TradingView

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 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
26.8K
+ 30.21%
$598K - $612K
115K $2.63M
Jan 18, 2024 Q4 2023
Austin Private Wealth, LLC

BUY
 -
25.6K
New
$572K - $586K
25.6K $585K
Jan 23, 2024 Q4 2023
Compass Ion Advisors, LLC

BUY
 -
25K
New
$558K - $572K
25K $570K
Jan 22, 2024 Q4 2023
Foundry Financial Group, Inc.

Laconia, NH
BUY
 -
24.9K
New
$555K - $568K
24.9K $567K
Feb 06, 2024 Q4 2023
Evexia Wealth LLC

Stevens Point, WI
BUY
 -
23.4K
New
$522K - $535K
23.4K $534K
Feb 01, 2024 Q4 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
23.4K
New
$522K - $534K
23.4K $533K
Jan 05, 2024 Q4 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
23.1K
+ 81.95%
$515K - $527K
51.2K $1.17M
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
22.6K
+ 541.14%
$505K - $517K
26.8K $612K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
22.2K
+ 75.02%
$494K - $506K
51.7K $1.18M
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
22.1K
+ 196.65%
$493K - $505K
33.3K $760K
Feb 13, 2024 Q4 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
21.7K
New
$484K - $496K
21.7K $495K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
21.5K
+ 25.03%
$480K - $492K
108K $2.45M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
21.3K
+ 58.21%
$475K - $487K
57.9K $1.32M
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
20.6K
+ 13.04%
$459K - $470K
178K $4.07M
Jan 23, 2024 Q4 2023
Howland Capital Management LLC

BUY
 -
20.3K
New
$454K - $465K
20.3K $464K
Feb 05, 2024 Q4 2023
Kestra Private Wealth Services, LLC

BUY
 -
19.9K
New
$445K - $456K
19.9K $455K
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.4K
+ 14.21%
$432K - $443K
156K $3.55M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
18.1K
New
$405K - $415K
18.1K $414K
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
18.1K
+ 132.13%
$403K - $413K
31.7K $724K
Jan 23, 2024 Q4 2023
Straight Path Wealth Management

BUY
 -
18K
New
$402K - $412K
18K $411K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18K
+ 67.23%
$402K - $411K
44.8K $1.02M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
17.9K
New
$399K - $408K
17.9K $408K
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.9K
+ 9.16%
$377K - $386K
201K $4.59M
Jan 09, 2024 Q4 2023
Signature Wealth Management Group

BUY
 -
15.8K
New
$353K - $362K
15.8K $361K
Feb 01, 2024 Q4 2023
Stockman Wealth Management, Inc.

BUY
 -
15.6K
+ 25.99%
$349K - $357K
75.8K $1.73M
May 30, 2024 Q4 2023
Lake Street Advisors Group, LLC

BUY
 -
14.9K
+ 47.58%
$333K - $341K
46.3K $1.06M
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
14.9K
+ 26.0%
$332K - $340K
72.1K $1.65M
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
14.2K
New
$317K - $325K
14.2K $324K
Feb 09, 2024 Q4 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
13.6K
+ 33.52%
$305K - $312K
54.4K $1.24M
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
13.5K
New
$301K - $308K
13.5K $307K
Feb 09, 2024 Q4 2023
Atlantic Private Wealth, LLC

BUY
 -
13.1K
New
$293K - $300K
13.1K $299K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
12.4K
New
$276K - $283K
12.4K $282K
Feb 02, 2024 Q4 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
11.8K
New
$264K - $270K
11.8K $270K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
11.6K
+ 20.16%
$258K - $264K
68.9K $1.57M
Jan 08, 2024 Q4 2023
Richard P Slaughter Associates Inc

BUY
 -
11.6K
New
$258K - $264K
11.6K $264K
Jan 19, 2024 Q4 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
11.4K
New
$254K - $260K
11.4K $259K
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
11.2K
+ 106.92%
$251K - $257K
21.8K $497K
Jan 18, 2024 Q4 2023
Highland Financial Advisors, LLC

BUY
 -
11K
New
$246K - $252K
11K $252K
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
10.8K
+ 27.82%
$241K - $247K
49.6K $1.13M
Feb 12, 2024 Q4 2023
Journey Advisory Group, LLC

BUY
 -
10.7K
+ 2.01%
$240K - $246K
545K $12.4M
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
10.6K
New
$237K - $243K
10.6K $242K
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.5K
+ 78.55%
$234K - $240K
23.9K $545K
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.5K
+ 9.11%
$233K - $239K
125K $2.86M
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.4K
New
$233K - $238K
10.4K $238K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10K
New
$224K - $230K
10K $229K
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
10K
+ 22.31%
$224K - $229K
55K $1.26M
Jan 11, 2024 Q4 2023
Bcs Wealth Management

BUY
 -
9.68K
New
$216K - $221K
9.68K $221K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.44K
New
$211K - $216K
9.44K $215K
Jan 18, 2024 Q4 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
9.37K
New
$209K - $214K
9.37K $214K

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