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 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-436- 3.34% |
$9.91K - $10K
|
12.6K
$288K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.8KNew |
$63.6K - $64.4K
|
2.8K
$64K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
256K+ 220.8% |
$5.82M - $5.89M
|
372K
$8.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$340K - $344K
|
167K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-86- 0.45% |
$1.95K - $1.98K
|
19.2K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.5KNew |
$284K - $288K
|
12.5K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-310- 2.44% |
$7.04K - $7.13K
|
12.4K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$114K - $115K
|
5K
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-44- 0.34% |
$1K - $1.01K
|
12.7K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64.3KNew |
$1.46M - $1.48M
|
64.3K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
725New |
$16.5K - $16.7K
|
725
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 43.81% |
$198K - $201K
|
28.7K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.68K+ 49.13% |
$129K - $131K
|
17.2K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.35K- 13.77% |
$30.6K - $30.9K
|
8.42K
$192K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.82K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 7.34% |
$1.71K - $1.76K
|
1.11K
$25.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
687New |
$15.5K - $15.9K
|
687
$15.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 93.75% |
$311K - $319K
|
28.5K
$651K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.7KNew |
$219K - $224K
|
9.7K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.23KNew |
$27.8K - $28.5K
|
1.23K
$28.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.6KNew |
$398K - $407K
|
17.6K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
290K+ 45.75% |
$6.55M - $6.71M
|
925K
$21.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.36KNew |
$30.6K - $31.4K
|
1.36K
$31K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.6K+ 15.27% |
$1.01M - $1.03M
|
337K
$7.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.4K+ 9.98% |
$1.25M - $1.28M
|
610K
$13.9M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420New |
$9.43K - $9.52K
|
420
$9.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.37KNew |
$98K - $98.9K
|
4.37K
$99.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
252KNew |
$5.66M - $5.71M
|
252K
$5.76M
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$498 - $505
|
22
$502
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$24.8K - $25.2K
|
1.1K
$25.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
136New |
$3.08K - $3.12K
|
136
$3.11K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 131.31% |
$298K - $303K
|
23.2K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 75.35% |
$233K - $236K
|
24K
$547K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
505K+ 50.36% |
$11.4M - $11.6M
|
1.51M
$34.4M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.26K- 21.47% |
$73.8K - $74.9K
|
11.9K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
155New |
$3.51K - $3.56K
|
155
$3.54K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7KNew |
$854K - $866K
|
37.7K
$862K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
55.3KNew |
$1.25M - $1.27M
|
55.3K
$1.26M
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
862KNew |
$19.2M - $19.7M
|
862K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
325New |
$7.25K - $7.43K
|
325
$7.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
45.9KNew |
$1.02M - $1.05M
|
45.9K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$233K - $238K
|
10.4K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.2KNew |
$138K - $142K
|
6.2K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.7K+ 2.01% |
$240K - $246K
|
545K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$34.2K - $35.1K
|
1.53K
$35K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-250- 11.09% |
$5.58K - $5.72K
|
2K
$45.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 9.31% |
$38.5K - $39.5K
|
16.8K
$384K
|
|