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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.33K+ 6.28% |
$98K - $99.4K
|
73.3K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.91K+ 21.88% |
$88.4K - $89.6K
|
21.8K
$496K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.87K+ 28.74% |
$87.5K - $88.8K
|
17.3K
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.6K+ 30.45% |
$81.4K - $82.6K
|
15.4K
$351K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
3.36K+ 12.54% |
$76.1K - $77.1K
|
30.2K
$688K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.23K+ 4.4% |
$73.1K - $74.1K
|
76.7K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.9KNew |
$65.7K - $66.6K
|
2.9K
$66.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.7K+ 28.83% |
$61.1K - $61.9K
|
12.1K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.47K+ 10.55% |
$55.9K - $56.7K
|
25.9K
$590K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.11K+ 27.52% |
$47.7K - $48.3K
|
9.76K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.75K+ 3.19% |
$39.7K - $40.2K
|
56.8K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.74K+ 3.54% |
$39.3K - $39.8K
|
50.8K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.62K+ 9.0% |
$36.7K - $37.2K
|
19.7K
$448K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.54KNew |
$34.9K - $35.4K
|
1.54K
$35.2K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38K+ 7.6% |
$31.1K - $31.5K
|
19.5K
$444K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.28K+ 10.12% |
$29K - $29.4K
|
13.9K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.2K+ 12.95% |
$27.1K - $27.5K
|
10.5K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$24.8K - $25.2K
|
1.1K
$25K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.04KNew |
$23.4K - $23.8K
|
1.04K
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
990+ 4.08% |
$22.4K - $22.7K
|
25.2K
$575K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
698+ 4.9% |
$15.8K - $16K
|
15K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580New |
$13.1K - $13.3K
|
580
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
485New |
$11K - $11.1K
|
485
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
281+ 38.49% |
$6.36K - $6.45K
|
1.01K
$23K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
220+ 0.44% |
$4.98K - $5.05K
|
49.8K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
213+ 0.27% |
$4.82K - $4.89K
|
79K
$1.8M
|
|
|
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
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
114+ 0.29% |
$2.58K - $2.62K
|
39.3K
$896K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
97+ 16.17% |
$2.19K - $2.23K
|
697
$15.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
79+ 0.64% |
$1.79K - $1.81K
|
12.4K
$284K
|
|
|
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
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
13+ 0.44% |
$294 - $298
|
2.94K
$67K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.62% |
$271 - $275
|
1.93K
$44.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26- 0.17% |
$588 - $596
|
15K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-67- 2.04% |
$1.52K - $1.54K
|
3.23K
$73.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-245- 0.32% |
$5.54K - $5.62K
|
75.9K
$1.73M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.29K- 3.67% |
$29.2K - $29.6K
|
33.9K
$772K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 18.26% |
$29.4K - $29.8K
|
5.82K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.34K- 4.82% |
$30.3K - $30.8K
|
26.5K
$604K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-3.26K- 21.47% |
$73.8K - $74.9K
|
11.9K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.38K- 21.72% |
$76.4K - $77.5K
|
12.2K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.4K- 22.6% |
$122K - $124K
|
18.5K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.15K- 15.98% |
$162K - $164K
|
37.6K
$857K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.1K- 7.17% |
$250K - $254K
|
143K
$3.26M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-14.2K- 45.29% |
$321K - $326K
|
17.2K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-14.2K- 50.44% |
$321K - $326K
|
14K
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-17.7K- 47.23% |
$400K - $406K
|
19.8K
$450K
|