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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 71.37% |
$246K - $252K
|
26.2K
$598K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.4K+ 4.82% |
$303K - $310K
|
292K
$6.67M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.51K- 75.64% |
$34K - $34.8K
|
485
$11.1K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 1.4% |
$1.08M - $1.11M
|
3.46M
$79M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 14.39% |
$5.95M - $6.1M
|
2.1M
$47.9M
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.3K+ 3611.11% |
$29.3K - $30K
|
1.34K
$30.5K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18K+ 21.49% |
$406K - $415K
|
102K
$2.32M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67KNew |
$60.1K - $61.6K
|
2.67K
$60.8K
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
13K+ 19.62% |
$294K - $301K
|
79.4K
$1.81M
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.15K+ 6.06% |
$93.6K - $95.8K
|
72.7K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.03% |
$361 - $370
|
1.58K
$36K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
61.3K+ 45.26% |
$1.38M - $1.42M
|
197K
$4.49M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
18.5K+ 12.74% |
$418K - $428K
|
164K
$3.75M
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 14.29% |
$180 - $185
|
48
$1.1K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140+ 0.51% |
$3.16K - $3.23K
|
27.6K
$630K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.25K+ 10.76% |
$73.3K - $75.1K
|
33.5K
$764K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
485K+ 38.39% |
$10.9M - $11.2M
|
1.75M
$40M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176K+ 104.82% |
$3.96M - $4.06M
|
343K
$7.83M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.07K+ 5.26% |
$91.7K - $93.9K
|
81.3K
$1.86M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$245K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.2KNew |
$726K - $744K
|
32.2K
$735K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.6K+ 32.39% |
$600K - $615K
|
109K
$2.48M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9KNew |
$203K - $208K
|
9K
$205K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 6.42% |
$247K - $253K
|
159K
$3.64M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.3K+ 24.48% |
$2.19M - $2.25M
|
495K
$11.3M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.82K
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-17- 0.02% |
$383 - $393
|
81.4K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
453K+ 40.4% |
$10.2M - $10.5M
|
1.57M
$36M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-114- 1.63% |
$2.57K - $2.63K
|
6.87K
$157K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
6.05K+ 14.9% |
$136K - $140K
|
46.6K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.68K+ 13.82% |
$37.9K - $38.8K
|
13.8K
$316K
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 1.86% |
$42.1K - $43.1K
|
102K
$2.34M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
32K+ 9.63% |
$723K - $740K
|
365K
$8.33M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.92K+ 22.85% |
$156K - $160K
|
37.2K
$849K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40.4K+ 430.63% |
$911K - $933K
|
49.8K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.7K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
33.1KNew |
$747K - $765K
|
33.1K
$756K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.92K+ 2.14% |
$201K - $206K
|
426K
$9.72M
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
41KNew |
$924K - $947K
|
41K
$936K
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
60.9K+ 412.94% |
$1.37M - $1.41M
|
75.6K
$1.73M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
102KNew |
$2.3M - $2.36M
|
102K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.38K+ 13.44% |
$76.2K - $78.1K
|
28.5K
$651K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
867+ 29.52% |
$19.6K - $20K
|
3.8K
$86.8K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.6K+ 106.22% |
$443K - $453K
|
38.1K
$870K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.2KNew |
$884K - $905K
|
39.2K
$895K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.02% |
$451 - $462
|
1.97K
$45K
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.1KNew |
$47.4K - $48.5K
|
2.1K
$47.9K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.21K+ 9.9% |
$140K - $143K
|
68.9K
$1.57M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 20.09% |
$2.6M - $2.67M
|
690K
$15.8M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
23.9K+ 44.46% |
$538K - $551K
|
77.5K
$1.77M
|