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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.5KNew |
$284K - $288K
|
12.5K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$280K - $283K
|
12.3K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12K+ 10.07% |
$272K - $275K
|
131K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.2KNew |
$255K - $259K
|
11.2K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.1KNew |
$252K - $255K
|
11.1K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 10.72% |
$248K - $251K
|
113K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.8K+ 1.91% |
$246K - $249K
|
577K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 40.42% |
$236K - $239K
|
36.1K
$824K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.58K+ 30.69% |
$218K - $220K
|
40.8K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.22K+ 28.61% |
$209K - $212K
|
41.4K
$947K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 43.81% |
$198K - $201K
|
28.7K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8.73K+ 1799.38% |
$198K - $201K
|
9.21K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.58K+ 9.82% |
$195K - $197K
|
95.9K
$2.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
8.48K+ 4.74% |
$193K - $195K
|
187K
$4.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.47KNew |
$192K - $195K
|
8.47K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.42K+ 48.52% |
$191K - $194K
|
25.8K
$589K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.34K+ 1.69% |
$190K - $192K
|
503K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.71K+ 8.62% |
$175K - $177K
|
97.2K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.56K+ 22.59% |
$172K - $174K
|
41K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.1K+ 22.99% |
$161K - $163K
|
38K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.94KNew |
$158K - $160K
|
6.94K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.56K+ 4.67% |
$149K - $151K
|
147K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.18K+ 8.0% |
$140K - $142K
|
83.4K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
5.95K+ 283.33% |
$135K - $137K
|
8.05K
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.88K+ 4.53% |
$134K - $135K
|
136K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.68K+ 49.13% |
$129K - $131K
|
17.2K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.64K+ 8.23% |
$128K - $130K
|
74.2K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.57K+ 416.77% |
$127K - $128K
|
6.9K
$158K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.5K+ 16.98% |
$125K - $127K
|
37.9K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.29K+ 37.43% |
$120K - $122K
|
19.4K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$114K - $115K
|
5K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.36K+ 2.74% |
$99K - $100K
|
164K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.29K+ 5.26% |
$97.4K - $98.6K
|
85.7K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
4.18K+ 5.39% |
$95K - $96.2K
|
81.7K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.92K+ 39.24% |
$89K - $90.1K
|
13.9K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.14K+ 11.0% |
$71.3K - $72.2K
|
31.7K
$724K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3.04K+ 17.8% |
$69K - $69.9K
|
20.1K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.96KNew |
$67.2K - $68K
|
2.96K
$67.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.9K+ 8.48% |
$65.8K - $66.6K
|
37K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.8KNew |
$63.6K - $64.4K
|
2.8K
$64K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.79KNew |
$63.3K - $64.1K
|
2.79K
$63.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.76K+ 17.21% |
$62.6K - $63.4K
|
18.8K
$429K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.52K+ 5.69% |
$57.3K - $58K
|
46.8K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.37K+ 3.26% |
$53.9K - $54.6K
|
75K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.29K+ 11.28% |
$52K - $52.7K
|
22.6K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.17K+ 1.58% |
$49.4K - $50K
|
139K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.04KNew |
$46.4K - $47K
|
2.04K
$46.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 7.61% |
$45.3K - $45.8K
|
28.2K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.85KNew |
$41.9K - $42.5K
|
1.85K
$42.2K
|