Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBTG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-875- 1.18% |
$19.9K - $20.1K
|
73.3K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
255+ 0.3% |
$5.81K - $5.85K
|
86K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.49K+ 8.82% |
$33.9K - $34.1K
|
18.4K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
3.78K+ 4.13% |
$86K - $86.7K
|
95.2K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
67.9KNew |
$1.55M - $1.56M
|
67.9K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
11.7K+ 72.81% |
$267K - $269K
|
27.9K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-63.3K- 19.85% |
$1.44M - $1.45M
|
256K
$5.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 4.91% |
$62.6K - $63.1K
|
53.2K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.1K+ 3.74% |
$571K - $576K
|
697K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.6K+ 7.82% |
$400K - $403K
|
242K
$5.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
60+ 0.66% |
$1.37K - $1.38K
|
9.12K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.18K- 1.22% |
$27K - $27.2K
|
96K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.66K- 32.19% |
$220K - $222K
|
20.4K
$467K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.4K- 1.72% |
$54.6K - $55K
|
137K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
527+ 0.95% |
$12K - $12.1K
|
55.8K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$76.2K - $76.8K
|
3.35K
$76.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 69.51% |
$586K - $590K
|
62.8K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
702K+ 17.49% |
$16M - $16.1M
|
4.71M
$108M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60.2K+ 27.27% |
$1.37M - $1.38M
|
281K
$6.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.43K- 8.39% |
$32.5K - $32.8K
|
15.6K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
217K+ 32.73% |
$4.93M - $4.97M
|
878K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.58K+ 8.39% |
$104K - $105K
|
59.1K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-286- 0.83% |
$6.51K - $6.56K
|
34.2K
$786K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.8K- 7.98% |
$109K - $110K
|
55.3K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.29K+ 15.88% |
$52.1K - $52.5K
|
16.7K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-11K- 25.1% |
$250K - $252K
|
32.7K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.61K+ 7.1% |
$36.5K - $36.8K
|
24.2K
$556K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.3K+ 6.85% |
$370K - $373K
|
253K
$5.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$281K - $283K
|
12.3K
$283K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-166- 0.28% |
$3.78K - $3.81K
|
59.9K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-6.56K- 33.09% |
$149K - $150K
|
13.3K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.75K- 20.23% |
$39.8K - $40.1K
|
6.9K
$158K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-7.72K- 2.0% |
$176K - $177K
|
379K
$8.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22.3KNew |
$508K - $512K
|
22.3K
$512K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.76KNew |
$200K - $201K
|
8.76K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
1.06K+ 9.5% |
$24.1K - $24.3K
|
12.2K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
261+ 1.61% |
$5.94K - $5.99K
|
16.5K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
37.6K+ 103.76% |
$857K - $864K
|
73.9K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.92K- 28.18% |
$89.2K - $89.9K
|
9.99K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
93+ 0.59% |
$2.12K - $2.13K
|
16K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.79K+ 18.3% |
$223K - $225K
|
63.3K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.37K+ 20.79% |
$99.5K - $100K
|
25.4K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
37.3K+ 26.6% |
$849K - $855K
|
177K
$4.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
904+ 10.68% |
$20.6K - $20.7K
|
9.37K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25.7KNew |
$586K - $590K
|
25.7K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-900- 4.66% |
$20.5K - $20.6K
|
18.4K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 5.76% |
$126K - $127K
|
101K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.8K+ 91.37% |
$200K - $202K
|
18.4K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 9.29% |
$247K - $249K
|
128K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45KNew |
$1.02M - $1.03M
|
45K
$1.03M
|