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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.88K+ 4.53% |
$134K - $135K
|
136K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
22K+ 14.5% |
$500K - $506K
|
174K
$3.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-436- 3.34% |
$9.91K - $10K
|
12.6K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.8KNew |
$63.6K - $64.4K
|
2.8K
$64.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41.7K+ 7.27% |
$948K - $960K
|
616K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 10.72% |
$248K - $251K
|
113K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
256K+ 220.8% |
$5.82M - $5.89M
|
372K
$8.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.94KNew |
$158K - $160K
|
6.94K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.85KNew |
$41.9K - $42.5K
|
1.85K
$42.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$340K - $344K
|
167K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 51.28% |
$320K - $324K
|
41.5K
$953K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
825+ 1.38% |
$18.7K - $19K
|
60.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-86- 0.45% |
$1.95K - $1.98K
|
19.2K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.5KNew |
$284K - $288K
|
12.5K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
119K+ 1681.4% |
$2.7M - $2.74M
|
126K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
967+ 0.94% |
$22K - $22.2K
|
103K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-310- 2.44% |
$7.04K - $7.13K
|
12.4K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$114K - $115K
|
5K
$115K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
41.2K+ 88.43% |
$937K - $948K
|
87.8K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.56K+ 22.59% |
$172K - $174K
|
41K
$942K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32.8K- 47.7% |
$744K - $753K
|
35.9K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15.5K+ 35.13% |
$351K - $355K
|
59.4K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-44- 0.34% |
$1K - $1.01K
|
12.7K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64.3KNew |
$1.46M - $1.48M
|
64.3K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.1K+ 5.2% |
$503K - $509K
|
448K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.12K+ 6227.78% |
$25.5K - $25.8K
|
1.14K
$26.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 43.81% |
$198K - $201K
|
28.7K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 40.42% |
$236K - $239K
|
36.1K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
22KNew |
$499K - $505K
|
22K
$504K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
725New |
$16.5K - $16.7K
|
725
$16.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
504+ 0.89% |
$11.5K - $11.6K
|
57.1K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.68K+ 49.13% |
$129K - $131K
|
17.2K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
62+ 8.9% |
$1.41K - $1.43K
|
759
$17.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
370K+ 407.0% |
$8.4M - $8.51M
|
461K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.35K- 13.77% |
$30.6K - $30.9K
|
8.42K
$193K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-42- 0.85% |
$954 - $966
|
4.91K
$113K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
8.48K+ 4.74% |
$193K - $195K
|
187K
$4.31M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.27KNew |
$209K - $214K
|
9.27K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.68K+ 13.82% |
$37.9K - $38.8K
|
13.8K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.88K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
102KNew |
$2.3M - $2.36M
|
102K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 7.34% |
$1.71K - $1.76K
|
1.11K
$25.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
687New |
$15.5K - $15.9K
|
687
$15.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.7KNew |
$264K - $271K
|
11.7K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 93.75% |
$311K - $319K
|
28.5K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.7KNew |
$219K - $224K
|
9.7K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
290K+ 45.75% |
$6.55M - $6.71M
|
925K
$21.2M
|
|