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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
875New |
$19.5K - $20K
|
875
$20K
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$246K - $252K
|
11K
$252K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-197- 9.33% |
$4.41K - $4.48K
|
1.91K
$43.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
207New |
$4.64K - $4.71K
|
207
$4.73K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
530+ 59.95% |
$11.9K - $12.1K
|
1.41K
$32.3K
|
|
| Q2 2023 | |||||||
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-700- 4.76% |
$15.8K - $16.3K
|
14K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
589New |
$13.3K - $13.7K
|
589
$13.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.86K+ 11.63% |
$42.2K - $43.3K
|
17.9K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$11.3K - $11.6K
|
500
$11.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
937KNew |
$21.2M - $21.8M
|
937K
$21.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
153+ 1.2% |
$3.46K - $3.56K
|
12.9K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
153+ 1.2% |
$3.46K - $3.56K
|
12.9K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
14.9KNew |
$337K - $347K
|
14.9K
$340K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.7K+ 15.45% |
$469K - $482K
|
155K
$3.54M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.12K+ 173.33% |
$69.9K - $72.5K
|
4.92K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$231K - $239K
|
10.3K
$235K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.38KNew |
$75.7K - $78.4K
|
3.38K
$77.1K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
280+ 2.8% |
$6.27K - $6.5K
|
10.3K
$235K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.29KNew |
$73.8K - $76.5K
|
3.29K
$75.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.56KNew |
$34.9K - $35.9K
|
1.56K
$35.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.98KNew |
$201K - $206K
|
8.98K
$205K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.24KNew |
$139K - $143K
|
6.24K
$142K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19.8K+ 10.2% |
$442K - $455K
|
214K
$4.88M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.1K- 7.41% |
$47.2K - $49.9K
|
26.2K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$254K - $269K
|
11.3K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-201- 0.9% |
$4.53K - $4.79K
|
22.1K
$505K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.82K+ 32.9% |
$131K - $139K
|
23.5K
$537K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$6.76K - $7.15K
|
300
$6.85K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.3KNew |
$29.9K - $31K
|
1.3K
$29.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.55KClosed |
$81.6K - $84.7K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
672KNew |
$15.5M - $16M
|
672K
$15.3M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-95Closed |
$2.27K - $2.39K
|
0
$0
|
|