Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
51.4K+ 57807.87% |
$1.17M - $1.18M
|
51.5K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
51.1K+ 68.28% |
$1.16M - $1.17M
|
126K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50.8K+ 2.23% |
$1.15M - $1.17M
|
2.33M
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.7K+ 52.49% |
$1.13M - $1.14M
|
144K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
48.5KNew |
$1.1M - $1.12M
|
48.5K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
48.5K+ 123.72% |
$1.1M - $1.12M
|
87.7K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
48.1K+ 62.35% |
$1.09M - $1.11M
|
125K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
43.8KNew |
$995K - $1.01M
|
43.8K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
43.7KNew |
$993K - $1.01M
|
43.7K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.9K+ 18.07% |
$975K - $987K
|
280K
$6.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.1K+ 72.38% |
$958K - $969K
|
100K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41.7K+ 7.27% |
$948K - $960K
|
616K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
41.2K+ 88.43% |
$937K - $948K
|
87.8K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
40.6KNew |
$923K - $935K
|
40.6K
$929K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
40.6K+ 20.66% |
$923K - $934K
|
237K
$5.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39.4K+ 7.3% |
$894K - $905K
|
578K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
36.3KNew |
$824K - $834K
|
36.3K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.2K+ 8.9% |
$801K - $811K
|
431K
$9.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
31.6KNew |
$718K - $727K
|
31.6K
$723K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.3K+ 120.37% |
$665K - $673K
|
53.6K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.4K+ 9.36% |
$622K - $629K
|
320K
$7.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
27K+ 16.43% |
$613K - $620K
|
191K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27KNew |
$613K - $620K
|
27K
$616K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 13.38% |
$592K - $600K
|
221K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
26K+ 133.8% |
$591K - $598K
|
45.4K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
26KNew |
$590K - $597K
|
26K
$594K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$547K - $554K
|
24.1K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.4K+ 4.67% |
$531K - $537K
|
523K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
23.3K+ 63.46% |
$530K - $537K
|
60.1K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23.1KNew |
$524K - $531K
|
23.1K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.1K+ 5.2% |
$503K - $509K
|
448K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
22K+ 14.5% |
$500K - $506K
|
174K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
22KNew |
$499K - $505K
|
22K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.3KNew |
$439K - $444K
|
19.3K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
18.3K+ 177.59% |
$416K - $421K
|
28.6K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 47.01% |
$407K - $412K
|
56K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.1KNew |
$388K - $393K
|
17.1K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 9.05% |
$388K - $393K
|
206K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16K+ 13.13% |
$364K - $368K
|
138K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
15.9K+ 174.32% |
$361K - $365K
|
25K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
15.9KNew |
$361K - $365K
|
15.9K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
15.6K+ 40.04% |
$354K - $359K
|
54.6K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15.5K+ 35.13% |
$351K - $355K
|
59.4K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$340K - $344K
|
167K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7K+ 13.48% |
$333K - $338K
|
124K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
14.4KNew |
$328K - $332K
|
14.4K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.1K+ 19.76% |
$320K - $324K
|
85.4K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 51.28% |
$320K - $324K
|
41.5K
$949K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.8K+ 41.5% |
$312K - $316K
|
46.9K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
12.5K+ 15.78% |
$285K - $288K
|
91.9K
$2.1M
|