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 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
31.6KNew |
$718K - $727K
|
31.6K
$725K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.5KNew |
$284K - $288K
|
12.5K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 43.81% |
$198K - $201K
|
28.7K
$657K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
8.42K+ 48.52% |
$191K - $194K
|
25.8K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5.57K+ 416.77% |
$127K - $128K
|
6.9K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.96KNew |
$67.2K - $68K
|
2.96K
$67.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.8KNew |
$63.6K - $64.4K
|
2.8K
$64.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.79KNew |
$63.3K - $64.1K
|
2.79K
$63.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.04KNew |
$46.4K - $47K
|
2.04K
$46.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
800New |
$18.2K - $18.4K
|
800
$18.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
725New |
$16.5K - $16.7K
|
725
$16.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$11.4K - $11.5K
|
500
$11.5K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
155+ 0.48% |
$3.52K - $3.57K
|
32.4K
$742K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
290K+ 45.75% |
$6.55M - $6.71M
|
925K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.4K+ 9.98% |
$1.25M - $1.28M
|
610K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.6K+ 15.27% |
$1.01M - $1.03M
|
337K
$7.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.6KNew |
$398K - $407K
|
17.6K
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 93.75% |
$311K - $319K
|
28.5K
$654K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.7KNew |
$219K - $224K
|
9.7K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.36KNew |
$30.6K - $31.4K
|
1.36K
$31.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.23KNew |
$27.8K - $28.5K
|
1.23K
$28.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
687New |
$15.5K - $15.9K
|
687
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.86K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
252KNew |
$5.66M - $5.71M
|
252K
$5.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.37KNew |
$98K - $98.9K
|
4.37K
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420New |
$9.43K - $9.52K
|
420
$9.63K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
505K+ 50.36% |
$11.4M - $11.6M
|
1.51M
$34.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
55.3KNew |
$1.25M - $1.27M
|
55.3K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7KNew |
$854K - $866K
|
37.7K
$865K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.2K+ 131.31% |
$298K - $303K
|
23.2K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 75.35% |
$233K - $236K
|
24K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$24.8K - $25.2K
|
1.1K
$25.2K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
155New |
$3.51K - $3.56K
|
155
$3.55K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$498 - $505
|
22
$504
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
862KNew |
$19.2M - $19.7M
|
862K
$19.8M
|
|
|
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
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.7K+ 2.01% |
$240K - $246K
|
545K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$233K - $238K
|
10.4K
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
875New |
$19.5K - $20K
|
875
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
325New |
$7.25K - $7.43K
|
325
$7.45K
|
|
| Q3 2023 | |||||||
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
207New |
$4.64K - $4.71K
|
207
$4.74K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
937KNew |
$21.2M - $21.8M
|
937K
$21.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.7K+ 15.45% |
$469K - $482K
|
155K
$3.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
14.9KNew |
$337K - $347K
|
14.9K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.86K+ 11.63% |
$42.2K - $43.3K
|
17.9K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
589New |
$13.3K - $13.7K
|
589
$13.5K
|
|