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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.11MNew |
$25.2M - $25.5M
|
1.11M
$25.3M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
967K+ 6258.11% |
$22M - $22.2M
|
982K
$22.4M
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
526K+ 15.09% |
$12M - $12.1M
|
4.01M
$91.4M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
387KNew |
$8.78M - $8.89M
|
387K
$8.8M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
370K+ 407.0% |
$8.4M - $8.51M
|
461K
$10.5M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
294K+ 347.87% |
$6.67M - $6.75M
|
378K
$8.61M
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
290K+ 265.6% |
$6.58M - $6.66M
|
399K
$9.08M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
256K+ 220.8% |
$5.82M - $5.89M
|
372K
$8.48M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
190K+ 56.2% |
$4.32M - $4.37M
|
528K
$12M
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
160K+ 274.9% |
$3.63M - $3.67M
|
218K
$4.96M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
140KNew |
$3.18M - $3.22M
|
140K
$3.19M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$2.89M - $2.93M
|
127K
$2.9M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
119K+ 1681.4% |
$2.7M - $2.74M
|
126K
$2.87M
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
112K+ 28.07% |
$2.54M - $2.57M
|
511K
$11.6M
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
112KNew |
$2.54M - $2.57M
|
112K
$2.55M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
107K+ 21.92% |
$2.44M - $2.47M
|
597K
$13.6M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
93KNew |
$2.11M - $2.14M
|
93K
$2.12M
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68.8K+ 31.77% |
$1.56M - $1.58M
|
285K
$6.5M
|
|
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
$5.12M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
60.1KNew |
$1.37M - $1.38M
|
60.1K
$1.37M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
56.4K+ 92.99% |
$1.28M - $1.3M
|
117K
$2.66M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.6K+ 8.85% |
$1.24M - $1.26M
|
672K
$15.3M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.5KNew |
$1.22M - $1.23M
|
53.5K
$1.22M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50.8K+ 2.23% |
$1.15M - $1.17M
|
2.33M
$53M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.1K+ 72.38% |
$958K - $969K
|
100K
$2.29M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41.7K+ 7.27% |
$948K - $960K
|
616K
$14M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
41.2K+ 88.43% |
$937K - $948K
|
87.8K
$2M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
40.6K+ 20.66% |
$923K - $934K
|
237K
$5.4M
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39.4K+ 7.3% |
$894K - $905K
|
578K
$13.2M
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
36.3KNew |
$824K - $834K
|
36.3K
$827K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 13.38% |
$592K - $600K
|
221K
$5.03M
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
26K+ 133.8% |
$591K - $598K
|
45.4K
$1.04M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$547K - $554K
|
24.1K
$549K
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
23.3K+ 63.46% |
$530K - $537K
|
60.1K
$1.37M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.1K+ 5.2% |
$503K - $509K
|
448K
$10.2M
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
22K+ 14.5% |
$500K - $506K
|
174K
$3.96M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
22KNew |
$499K - $505K
|
22K
$500K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.3KNew |
$439K - $444K
|
19.3K
$440K
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
18.3K+ 177.59% |
$416K - $421K
|
28.6K
$651K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 47.01% |
$407K - $412K
|
56K
$1.28M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 9.05% |
$388K - $393K
|
206K
$4.68M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
15.9KNew |
$361K - $365K
|
15.9K
$362K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15.5K+ 35.13% |
$351K - $355K
|
59.4K
$1.35M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$340K - $344K
|
167K
$3.81M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 51.28% |
$320K - $324K
|
41.5K
$946K
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.5KNew |
$284K - $288K
|
12.5K
$285K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$280K - $283K
|
12.3K
$281K
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12K+ 10.07% |
$272K - $275K
|
131K
$2.98M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 10.72% |
$248K - $251K
|
113K
$2.56M
|