Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2026 Ter (IBTG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS DEC 2026 TER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.78M+ 2527.43% |
$63M - $63.9M
|
2.89M
$65.9M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
546K+ 94.81% |
$12.3M - $12.5M
|
1.12M
$25.6M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
505K+ 50.36% |
$11.4M - $11.6M
|
1.51M
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
447K+ 38.74% |
$10.1M - $10.2M
|
1.6M
$36.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
418K+ 14.74% |
$9.46M - $9.6M
|
3.26M
$74.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
418K+ 14.74% |
$9.46M - $9.6M
|
3.26M
$74.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
318K+ 25.58% |
$7.19M - $7.29M
|
1.56M
$35.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
317KNew |
$7.17M - $7.28M
|
317K
$7.23M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
197K+ 28.96% |
$4.45M - $4.51M
|
876K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
191K+ 62.55% |
$4.33M - $4.39M
|
497K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
189K+ 198.82% |
$4.27M - $4.33M
|
283K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
172K+ 81.77% |
$3.9M - $3.96M
|
383K
$8.74M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
172KNew |
$3.9M - $3.96M
|
172K
$3.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
162K+ 7.92% |
$3.65M - $3.71M
|
2.2M
$50.2M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
143KNew |
$3.23M - $3.27M
|
143K
$3.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
130K+ 39.96% |
$2.95M - $2.99M
|
456K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 28.52% |
$2.83M - $2.87M
|
564K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
105KNew |
$2.38M - $2.42M
|
105K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100K+ 64.36% |
$2.27M - $2.3M
|
256K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.3K+ 162.98% |
$2.13M - $2.16M
|
152K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.5K+ 120.49% |
$1.89M - $1.91M
|
153K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
80.5KNew |
$1.82M - $1.85M
|
80.5K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.9K+ 793.95% |
$1.7M - $1.72M
|
84.4K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71.7K+ 306.83% |
$1.62M - $1.65M
|
95.1K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71.5KNew |
$1.62M - $1.64M
|
71.5K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
69.4K+ 787.52% |
$1.57M - $1.59M
|
78.2K
$1.78M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
57K+ 3946.57% |
$1.29M - $1.31M
|
58.5K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
55.3KNew |
$1.25M - $1.27M
|
55.3K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
55K+ 31.44% |
$1.24M - $1.26M
|
230K
$5.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
53.9K+ 54.43% |
$1.22M - $1.24M
|
153K
$3.48M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
51.8K+ 94.57% |
$1.17M - $1.19M
|
107K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.2K+ 4.12% |
$1.16M - $1.17M
|
1.29M
$29.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51K+ 94.64% |
$1.15M - $1.17M
|
105K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
50.8KNew |
$1.15M - $1.17M
|
50.8K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7K+ 24.17% |
$1.1M - $1.12M
|
250K
$5.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.2K+ 125.5% |
$1.07M - $1.08M
|
84.8K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
45.8K+ 14.17% |
$1.04M - $1.05M
|
369K
$8.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
45.8K+ 9.73% |
$1.04M - $1.05M
|
516K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
45.3KNew |
$1.02M - $1.04M
|
45.3K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.1KNew |
$996K - $1.01M
|
44.1K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
43.5K+ 18.41% |
$983K - $997K
|
279K
$6.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41.9K+ 69.94% |
$949K - $962K
|
102K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
40.9K+ 48.26% |
$926K - $939K
|
126K
$2.87M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
37.7KNew |
$854K - $866K
|
37.7K
$860K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 8.35% |
$844K - $856K
|
484K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
35K+ 9.2% |
$791K - $802K
|
415K
$9.46M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7KNew |
$716K - $727K
|
31.7K
$722K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
31.4KNew |
$711K - $721K
|
31.4K
$716K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31.4KNew |
$710K - $720K
|
31.4K
$715K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
28K+ 5.31% |
$633K - $642K
|
555K
$12.6M
|