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 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.27KNew |
$207K - $212K
|
9.27K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.81KNew |
$197K - $201K
|
8.81K
$201K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8.75KNew |
$195K - $200K
|
8.75K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.52K+ 36.81% |
$146K - $149K
|
24.2K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.2KNew |
$138K - $142K
|
6.2K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.81K+ 23.2% |
$130K - $133K
|
30.9K
$704K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.45K+ 2145.67% |
$122K - $125K
|
5.7K
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.43K+ 8.69% |
$98.8K - $101K
|
55.3K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.81K+ 34.01% |
$84.9K - $87K
|
15K
$342K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.64K+ 0.54% |
$81.3K - $83.3K
|
681K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.64K+ 1.57% |
$81.2K - $83.1K
|
236K
$5.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.6K+ 39.71% |
$80.2K - $82.2K
|
12.6K
$289K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.55K+ 7.8% |
$79.3K - $81.2K
|
49.1K
$1.12M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.36K+ 10.57% |
$75K - $76.9K
|
35.2K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3.29KNew |
$73.5K - $75.3K
|
3.29K
$75.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.93KNew |
$65.4K - $67K
|
2.93K
$66.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.82K+ 3.71% |
$62.9K - $64.5K
|
78.8K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.37K+ 20.95% |
$52.8K - $54.1K
|
13.7K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
2.33K+ 9.35% |
$51.9K - $53.2K
|
27.2K
$621K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.83K+ 34.53% |
$40.8K - $41.8K
|
7.12K
$162K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.56K+ 5.24% |
$34.8K - $35.7K
|
31.4K
$715K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$34.2K - $35.1K
|
1.53K
$35K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.34KNew |
$29.8K - $30.5K
|
1.34K
$30.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.01K+ 15.26% |
$22.6K - $23.2K
|
7.66K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
875New |
$19.5K - $20K
|
875
$20K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
745+ 6.31% |
$16.6K - $17K
|
12.6K
$286K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
730New |
$16.3K - $16.7K
|
730
$16.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
730New |
$16.3K - $16.7K
|
730
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
719New |
$16K - $16.4K
|
719
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
325New |
$7.25K - $7.43K
|
325
$7.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
218New |
$4.87K - $4.98K
|
218
$4.97K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 5.47% |
$4.46K - $4.57K
|
3.85K
$87.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
48New |
$1.07K - $1.1K
|
48
$1.09K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
36New |
$804 - $823
|
36
$821
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24+ 1.27% |
$536 - $549
|
1.92K
$43.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 0.76% |
$2.23K - $2.29K
|
13K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-157- 1.09% |
$3.5K - $3.59K
|
14.3K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-250- 11.09% |
$5.58K - $5.72K
|
2K
$45.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-270- 1.92% |
$6.03K - $6.17K
|
13.8K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-568- 0.45% |
$12.7K - $13K
|
126K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.06K- 6.5% |
$23.6K - $24.2K
|
15.2K
$347K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-1.16K- 9.69% |
$25.8K - $26.4K
|
10.8K
$246K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.17K- 3.75% |
$26.1K - $26.7K
|
30K
$684K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 9.31% |
$38.5K - $39.5K
|
16.8K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.79K- 10.3% |
$39.9K - $40.8K
|
15.5K
$355K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.69K- 6.25% |
$82.4K - $84.4K
|
55.4K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20K- 24.41% |
$447K - $458K
|
62.1K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.5K- 34.56% |
$724K - $742K
|
61.4K
$1.4M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-57.6K- 97.55% |
$1.29M - $1.32M
|
1.45K
$33K
|