Latest Institutional Purchases of Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBTG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.37M+ 6411.28% |
$76.6M - $77.6M
|
3.43M
$78.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.39MNew |
$31.5M - $31.9M
|
1.39M
$31.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11MNew |
$25.2M - $25.5M
|
1.11M
$25.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
967K+ 6258.11% |
$22M - $22.2M
|
982K
$22.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
845KNew |
$19.2M - $19.4M
|
845K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
606K+ 28.87% |
$13.8M - $13.9M
|
2.7M
$61.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
588K+ 41.13% |
$13.4M - $13.5M
|
2.02M
$46.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
526K+ 15.09% |
$12M - $12.1M
|
4.01M
$91.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
450K+ 25.72% |
$10.2M - $10.4M
|
2.2M
$50.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
387KNew |
$8.78M - $8.89M
|
387K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
370K+ 407.0% |
$8.4M - $8.51M
|
461K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
353K+ 287.66% |
$8.03M - $8.13M
|
476K
$10.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
352KNew |
$8M - $8.09M
|
352K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
333K+ 36.57% |
$7.55M - $7.65M
|
1.24M
$28.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
294K+ 347.87% |
$6.67M - $6.75M
|
378K
$8.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
290K+ 265.6% |
$6.58M - $6.66M
|
399K
$9.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
256K+ 220.8% |
$5.82M - $5.89M
|
372K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
243K+ 321.72% |
$5.53M - $5.59M
|
319K
$7.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
226K+ 277.85% |
$5.13M - $5.2M
|
307K
$7.03M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
225KNew |
$5.12M - $5.18M
|
225K
$5.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 31.3% |
$4.91M - $4.97M
|
906K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
190K+ 56.2% |
$4.32M - $4.37M
|
528K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
171KNew |
$3.89M - $3.94M
|
171K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
160K+ 274.9% |
$3.63M - $3.67M
|
218K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
143KNew |
$3.25M - $3.29M
|
143K
$3.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
140KNew |
$3.18M - $3.22M
|
140K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
138K+ 3.99% |
$3.14M - $3.18M
|
3.6M
$82.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$2.89M - $2.93M
|
127K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
119K+ 1681.4% |
$2.7M - $2.74M
|
126K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
112K+ 28.07% |
$2.54M - $2.57M
|
511K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
112KNew |
$2.54M - $2.57M
|
112K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 19.55% |
$2.46M - $2.49M
|
662K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
107K+ 21.92% |
$2.44M - $2.47M
|
597K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
100K+ 269.35% |
$2.28M - $2.3M
|
137K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
93KNew |
$2.11M - $2.14M
|
93K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
91.4KNew |
$2.08M - $2.1M
|
91.4K
$2.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
86.8K+ 7556.71% |
$1.97M - $2M
|
87.9K
$2.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
83.8K+ 26434.07% |
$1.9M - $1.93M
|
84.1K
$1.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
80.8K+ 897.38% |
$1.83M - $1.86M
|
89.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
72K+ 6.54% |
$1.63M - $1.65M
|
1.17M
$26.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68.8K+ 31.77% |
$1.56M - $1.58M
|
285K
$6.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.6K+ 241.37% |
$1.51M - $1.53M
|
94.2K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.6KNew |
$1.51M - $1.53M
|
66.6K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64.3KNew |
$1.46M - $1.48M
|
64.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.4K+ 39.31% |
$1.44M - $1.46M
|
225K
$5.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
60.1KNew |
$1.37M - $1.38M
|
60.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.6K+ 16.49% |
$1.29M - $1.3M
|
400K
$9.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
56.4K+ 92.99% |
$1.28M - $1.3M
|
117K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.6K+ 8.85% |
$1.24M - $1.26M
|
672K
$15.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.5KNew |
$1.22M - $1.23M
|
53.5K
$1.22M
|