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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
702K+ 17.49% |
$16M - $16.1M
|
4.71M
$108M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
352K+ 2267.17% |
$8.03M - $8.09M
|
368K
$8.45M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
217K+ 32.73% |
$4.93M - $4.97M
|
878K
$20.2M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
142K+ 26.92% |
$3.24M - $3.26M
|
670K
$15.4M
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
119KNew |
$2.72M - $2.74M
|
119K
$2.74M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69.7KNew |
$1.59M - $1.6M
|
69.7K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
60.2K+ 27.27% |
$1.37M - $1.38M
|
281K
$6.46M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.8K+ 26.67% |
$1.25M - $1.26M
|
261K
$5.98M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
52K+ 8.71% |
$1.18M - $1.19M
|
649K
$14.9M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
45KNew |
$1.02M - $1.03M
|
45K
$1.03M
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
37.6K+ 103.76% |
$857K - $864K
|
73.9K
$1.7M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
37.3K+ 26.6% |
$849K - $855K
|
177K
$4.07M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29K+ 22.86% |
$660K - $665K
|
156K
$3.58M
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
27.7K+ 9.71% |
$631K - $635K
|
313K
$7.19M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.7K+ 69.51% |
$586K - $590K
|
62.8K
$1.44M
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25.7KNew |
$586K - $590K
|
25.7K
$591K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.1K+ 3.74% |
$571K - $576K
|
697K
$16M
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
23.6K+ 51.92% |
$537K - $541K
|
69K
$1.59M
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22.9K+ 4.48% |
$521K - $525K
|
534K
$12.3M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
22.3K+ 0.96% |
$508K - $512K
|
2.35M
$54M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
22.3KNew |
$508K - $512K
|
22.3K
$512K
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
21.9K+ 1.58% |
$499K - $503K
|
1.41M
$32.4M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
21.2K+ 3.68% |
$484K - $487K
|
599K
$13.7M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17.6K+ 7.82% |
$400K - $403K
|
242K
$5.56M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.3K+ 6.85% |
$370K - $373K
|
253K
$5.82M
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$281K - $283K
|
12.3K
$283K
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
11.9K+ 70.83% |
$272K - $274K
|
28.8K
$661K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 9.29% |
$247K - $249K
|
128K
$2.94M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.6K+ 8.09% |
$241K - $242K
|
141K
$3.24M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.79K+ 18.3% |
$223K - $225K
|
63.3K
$1.45M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
8.8K+ 91.37% |
$200K - $202K
|
18.4K
$423K
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
8.76KNew |
$200K - $201K
|
8.76K
$201K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
8.37K+ 44.57% |
$191K - $192K
|
27.1K
$624K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
7.1K+ 18.73% |
$162K - $163K
|
45K
$1.03M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
6.76K+ 16.57% |
$154K - $155K
|
47.5K
$1.09M
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.37K+ 20.6% |
$145K - $146K
|
37.3K
$857K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 5.76% |
$126K - $127K
|
101K
$2.33M
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.66K+ 12.27% |
$106K - $107K
|
42.6K
$979K
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.58K+ 8.39% |
$104K - $105K
|
59.1K
$1.36M
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.37K+ 20.79% |
$99.5K - $100K
|
25.4K
$583K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.09K+ 21.05% |
$93.2K - $93.8K
|
23.5K
$540K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.66K+ 0.92% |
$83.3K - $83.9K
|
402K
$9.24M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.5KNew |
$79.7K - $80.3K
|
3.5K
$80.4K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.35KNew |
$76.2K - $76.8K
|
3.35K
$76.9K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3K+ 6.42% |
$68.3K - $68.8K
|
49.7K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.29K+ 15.88% |
$52.1K - $52.5K
|
16.7K
$384K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.19K+ 10.64% |
$49.9K - $50.3K
|
22.8K
$524K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.19KNew |
$49.8K - $50.1K
|
2.19K
$50.2K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.08K+ 46.51% |
$47.2K - $47.6K
|
6.54K
$150K
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.61K+ 7.1% |
$36.5K - $36.8K
|
24.2K
$556K
|