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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.68K+ 13.82% |
$37.9K - $38.8K
|
13.8K
$315K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.36KNew |
$30.6K - $31.4K
|
1.36K
$31K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.3K+ 3611.11% |
$29.3K - $30K
|
1.34K
$30.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.23KNew |
$27.8K - $28.5K
|
1.23K
$28.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.21K+ 210.96% |
$27.4K - $28K
|
1.79K
$40.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.1K+ 3.7% |
$24.9K - $25.5K
|
30.9K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
893+ 1.69% |
$20.1K - $20.6K
|
53.7K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
687New |
$15.5K - $15.9K
|
687
$15.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
615+ 2.74% |
$13.9K - $14.2K
|
23.1K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
189+ 0.18% |
$4.26K - $4.37K
|
106K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140+ 0.51% |
$3.16K - $3.23K
|
27.6K
$629K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 7.34% |
$1.71K - $1.76K
|
1.11K
$25.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.03% |
$361 - $370
|
1.58K
$35.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
252KNew |
$5.66M - $5.71M
|
252K
$5.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92K+ 105.11% |
$2.07M - $2.08M
|
180K
$4.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
39KNew |
$875K - $883K
|
39K
$888K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.9K+ 21.62% |
$693K - $699K
|
174K
$3.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.84KNew |
$221K - $223K
|
9.84K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.37KNew |
$98K - $98.9K
|
4.37K
$99.4K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.18KNew |
$48.9K - $49.4K
|
2.18K
$49.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
799+ 2.54% |
$17.9K - $18.1K
|
32.2K
$734K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
501+ 5.13% |
$11.3K - $11.4K
|
10.3K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420New |
$9.43K - $9.52K
|
420
$9.57K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
89+ 3.07% |
$2K - $2.02K
|
2.99K
$68.2K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
505K+ 50.36% |
$11.4M - $11.6M
|
1.51M
$34.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
55.3KNew |
$1.25M - $1.27M
|
55.3K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7KNew |
$854K - $866K
|
37.7K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 131.31% |
$298K - $303K
|
23.2K
$529K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.9K+ 112.86% |
$247K - $251K
|
20.6K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 75.35% |
$233K - $236K
|
24K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$24.8K - $25.2K
|
1.1K
$25K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580New |
$13.1K - $13.3K
|
580
$13.2K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
155New |
$3.51K - $3.56K
|
155
$3.53K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
136New |
$3.08K - $3.12K
|
136
$3.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54New |
$1.22K - $1.24K
|
54
$1.23K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$498 - $505
|
22
$501
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
862KNew |
$19.2M - $19.7M
|
862K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
45.9KNew |
$1.02M - $1.05M
|
45.9K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$246K - $252K
|
11K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.7K+ 2.01% |
$240K - $246K
|
545K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$233K - $238K
|
10.4K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.2KNew |
$138K - $142K
|
6.2K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$34.2K - $35.1K
|
1.53K
$34.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
875New |
$19.5K - $20K
|
875
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
325New |
$7.25K - $7.43K
|
325
$7.4K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
530+ 59.95% |
$11.9K - $12.1K
|
1.41K
$32.2K
|
|