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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
273+ 0.66% |
$6.22K - $6.26K
|
41.9K
$958K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 46.51% |
$47.2K - $47.6K
|
6.54K
$149K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.66K+ 12.27% |
$106K - $107K
|
42.6K
$973K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.13K- 2.52% |
$162K - $164K
|
275K
$6.29M
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
23.6K+ 51.92% |
$537K - $541K
|
69K
$1.58M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69.7KNew |
$1.59M - $1.6M
|
69.7K
$1.59M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.8K+ 26.67% |
$1.25M - $1.26M
|
261K
$5.95M
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
8.37K+ 44.57% |
$191K - $192K
|
27.1K
$620K
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.6K+ 8.09% |
$241K - $242K
|
141K
$3.23M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.66K+ 0.92% |
$83.3K - $83.9K
|
402K
$9.19M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3K+ 6.42% |
$68.3K - $68.8K
|
49.7K
$1.14M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
142K+ 26.92% |
$3.24M - $3.26M
|
670K
$15.3M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
915New |
$20.8K - $21K
|
915
$20.9K
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
588+ 4.21% |
$13.4K - $13.5K
|
14.5K
$332K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.19KNew |
$49.8K - $50.1K
|
2.19K
$49.9K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
21.2K+ 3.68% |
$484K - $487K
|
599K
$13.7M
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.1K+ 18.73% |
$162K - $163K
|
45K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.76K- 6.74% |
$154K - $155K
|
93.6K
$2.14M
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 10.64% |
$49.9K - $50.3K
|
22.8K
$521K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.3K+ 0.96% |
$508K - $512K
|
2.35M
$53.7M
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22.9K+ 4.48% |
$521K - $525K
|
534K
$12.2M
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
760+ 3.04% |
$17.3K - $17.4K
|
25.8K
$588K
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.72M - $2.74M
|
119K
$2.73M
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.09K+ 21.05% |
$93.2K - $93.8K
|
23.5K
$537K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.5KNew |
$79.7K - $80.3K
|
3.5K
$79.9K
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.76K+ 16.57% |
$154K - $155K
|
47.5K
$1.09M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.5K
|
1.2K
$27.4K
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
997+ 2.89% |
$22.7K - $22.9K
|
35.5K
$811K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.11% |
$114 - $115
|
4.72K
$108K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.5K
|
1.2K
$27.4K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 16.04% |
$2.6M - $2.63M
|
598K
$13.7M
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
126KNew |
$2.86M - $2.89M
|
126K
$2.87M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
155+ 0.48% |
$3.52K - $3.57K
|
32.4K
$739K
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
86.8K+ 7556.71% |
$1.97M - $2M
|
87.9K
$2.01M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.1KNew |
$388K - $393K
|
17.1K
$390K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
27KNew |
$613K - $620K
|
27K
$616K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.79KNew |
$63.3K - $64.1K
|
2.79K
$63.7K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
976+ 5.96% |
$22.2K - $22.4K
|
17.3K
$396K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.96KNew |
$67.2K - $68K
|
2.96K
$67.5K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
31.6KNew |
$718K - $727K
|
31.6K
$722K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
800New |
$18.2K - $18.4K
|
800
$18.3K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9+ 18.75% |
$204 - $207
|
57
$1.3K
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.57K+ 416.77% |
$127K - $128K
|
6.9K
$158K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$11.4K - $11.5K
|
500
$11.4K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16K+ 13.13% |
$364K - $368K
|
138K
$3.15M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 39.92% |
$24.2K - $24.5K
|
1.6K
$36.6K
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.42K+ 48.52% |
$191K - $194K
|
25.8K
$589K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-51- 1.01% |
$1.16K - $1.17K
|
5.01K
$114K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.04KNew |
$46.4K - $47K
|
2.04K
$46.7K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.1K- 5.42% |
$25.1K - $25.4K
|
19.3K
$440K
|