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 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.19K- 0.87% |
$72.5K - $73.4K
|
362K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.29K- 4.25% |
$74.7K - $75.6K
|
74.2K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.32K- 6.66% |
$75.3K - $76.2K
|
46.5K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.87K- 18.68% |
$88K - $89.1K
|
16.9K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.75K- 1.17% |
$108K - $109K
|
402K
$9.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.28K- 2.99% |
$120K - $122K
|
172K
$3.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5.66K- 4.74% |
$129K - $130K
|
114K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.8K- 37.59% |
$132K - $133K
|
9.63K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-7.27K- 26.83% |
$165K - $167K
|
19.8K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.1K- 21.25% |
$184K - $186K
|
30K
$686K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-10.2K- 17.92% |
$232K - $235K
|
46.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.1K- 19.01% |
$274K - $277K
|
51.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.9K- 31.91% |
$317K - $321K
|
29.7K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.8K- 6.87% |
$473K - $479K
|
283K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-22K- 7.75% |
$500K - $506K
|
262K
$5.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32.8K- 47.7% |
$744K - $753K
|
35.9K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36K- 76.59% |
$818K - $828K
|
11K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-45.1K- 97.52% |
$1.02M - $1.04M
|
1.15K
$26.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73.6K- 82.03% |
$1.67M - $1.69M
|
16.1K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-843K- 53.54% |
$19.2M - $19.4M
|
732K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-863K- 52.24% |
$19.6M - $19.8M
|
789K
$18M
|