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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.55K+ 8.37% |
$218K - $219K
|
124K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.57K+ 8.77% |
$58.6K - $59K
|
31.9K
$728K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-30- 3.95% |
$684 - $689
|
729
$16.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.85K- 89.55% |
$225K - $226K
|
1.15K
$26.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
82+ 0.67% |
$1.87K - $1.88K
|
12.4K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
16.3K+ 5.22% |
$373K - $375K
|
329K
$7.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.65K+ 20.5% |
$174K - $176K
|
44.9K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
12.1K+ 0.86% |
$277K - $279K
|
1.42M
$32.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.9K+ 13.38% |
$476K - $479K
|
177K
$4.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.31K- 7.18% |
$121K - $122K
|
68.6K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3+ 0.15% |
$68.4 - $68.9
|
1.97K
$45.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19.3K+ 2.98% |
$441K - $444K
|
668K
$15.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.07KNew |
$207K - $208K
|
9.07K
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
9.78KNew |
$223K - $225K
|
9.78K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
7.27K+ 3.76% |
$166K - $167K
|
201K
$4.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
6.64K+ 23.05% |
$151K - $152K
|
35.4K
$809K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
56.5K+ 15.34% |
$1.29M - $1.3M
|
424K
$9.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-7.82K- 10.49% |
$178K - $180K
|
66.7K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 0.1% |
$1.07K - $1.08K
|
46.6K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-206- 1.04% |
$4.7K - $4.73K
|
19.6K
$448K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-655K- 99.98% |
$14.9M - $15M
|
162
$3.7K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
621New |
$14.1K - $14.2K
|
621
$14.2K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.9KNew |
$247K - $249K
|
10.9K
$248K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.7K- 41.92% |
$448K - $451K
|
27.2K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 0.84% |
$58.7K - $59.2K
|
310K
$7.08M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-6.65K- 3.88% |
$151K - $152K
|
164K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
318K+ 354.72% |
$7.25M - $7.3M
|
408K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
340K+ 9.46% |
$7.74M - $7.8M
|
3.94M
$89.9M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.18KNew |
$209K - $211K
|
9.18K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
114KNew |
$2.6M - $2.62M
|
114K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-168K- 8.31% |
$3.82M - $3.85M
|
1.85M
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.33K+ 0.51% |
$144K - $145K
|
1.25M
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
261KNew |
$5.94M - $5.98M
|
261K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76.1K- 53.11% |
$1.73M - $1.75M
|
67.2K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.4KNew |
$579K - $584K
|
25.4K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.16K- 3.5% |
$209K - $210K
|
253K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
541K+ 20.0% |
$12.3M - $12.4M
|
3.25M
$74.1M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23.2K+ 335.01% |
$529K - $533K
|
30.2K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55K+ 1.81% |
$35.2K - $35.4K
|
87K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.9K- 31.08% |
$590K - $595K
|
57.5K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.3K+ 14.84% |
$1.35M - $1.36M
|
459K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
40.7K+ 11.56% |
$926K - $933K
|
393K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
282KNew |
$6.41M - $6.46M
|
282K
$6.43M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 11.35% |
$423K - $426K
|
182K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.9K+ 0.61% |
$65.9K - $66.4K
|
479K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.18K- 4.89% |
$118K - $119K
|
101K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.7K+ 2.14% |
$356K - $359K
|
747K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 0.65% |
$296 - $298
|
2.01K
$46K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.8KNew |
$361K - $364K
|
15.8K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.52K- 0.54% |
$34.6K - $34.9K
|
279K
$6.37M
|
|