Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
738K+ 192.56% |
$16.6M - $16.7M
|
1.12M
$25.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
634KNew |
$14.3M - $14.4M
|
634K
$14.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
555KNew |
$12.5M - $12.6M
|
555K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
421K+ 14.55% |
$9.46M - $9.54M
|
3.31M
$75.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
333K+ 454.25% |
$7.47M - $7.54M
|
406K
$9.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
306KNew |
$6.88M - $6.94M
|
306K
$6.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
252KNew |
$5.66M - $5.71M
|
252K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235K+ 14.71% |
$5.28M - $5.33M
|
1.83M
$41.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
174K+ 114.24% |
$3.91M - $3.94M
|
326K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 4.71% |
$3.45M - $3.48M
|
3.41M
$77.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 4.71% |
$3.45M - $3.48M
|
3.41M
$77.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
142K+ 55.44% |
$3.18M - $3.21M
|
398K
$9.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
127KNew |
$2.86M - $2.89M
|
127K
$2.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
124KNew |
$2.79M - $2.82M
|
124K
$2.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 280.18% |
$2.77M - $2.8M
|
167K
$3.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
120K+ 24.22% |
$2.7M - $2.73M
|
617K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92K+ 105.11% |
$2.07M - $2.08M
|
180K
$4.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
88.8K+ 4.03% |
$1.99M - $2.01M
|
2.29M
$52.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
84K+ 514.74% |
$1.89M - $1.9M
|
100K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
76.5K+ 169.03% |
$1.72M - $1.73M
|
122K
$2.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
76.4K+ 26.95% |
$1.72M - $1.73M
|
360K
$8.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
73.6K+ 30.5% |
$1.65M - $1.67M
|
315K
$7.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 47.41% |
$1.63M - $1.64M
|
225K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
71.7K+ 8.18% |
$1.61M - $1.62M
|
948K
$21.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
68.9K+ 89.77% |
$1.55M - $1.56M
|
146K
$3.32M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
59.1KNew |
$1.33M - $1.34M
|
59.1K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
58.2K+ 1511.55% |
$1.31M - $1.32M
|
62.1K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
57K+ 45.32% |
$1.28M - $1.29M
|
183K
$4.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
53.7KNew |
$1.21M - $1.22M
|
53.7K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50K+ 414.69% |
$1.12M - $1.13M
|
62.1K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45.1K+ 111.62% |
$1.01M - $1.02M
|
85.5K
$1.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.3K+ 16.93% |
$951K - $959K
|
292K
$6.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.6K+ 7.9% |
$913K - $921K
|
555K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
39KNew |
$875K - $883K
|
39K
$888K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
36.5K+ 92.84% |
$820K - $827K
|
75.8K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
35.3K+ 121.72% |
$794K - $801K
|
64.4K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
35.3K+ 76.3% |
$792K - $799K
|
81.5K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31K+ 5.45% |
$697K - $703K
|
600K
$13.7M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
30.9K+ 21.62% |
$693K - $699K
|
174K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.1K+ 35.71% |
$677K - $683K
|
115K
$2.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
29.1K+ 37.66% |
$654K - $660K
|
106K
$2.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28.9K+ 28.37% |
$649K - $655K
|
131K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26K+ 6.26% |
$584K - $589K
|
441K
$10.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.6K+ 229.79% |
$553K - $558K
|
35.3K
$805K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
24.4K+ 10.62% |
$548K - $553K
|
254K
$5.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.2K+ 246.56% |
$544K - $549K
|
34.1K
$777K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
22.4KNew |
$504K - $509K
|
22.4K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
21.9KNew |
$492K - $496K
|
21.9K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
19.7K+ 55.92% |
$443K - $447K
|
55K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.3K+ 30.05% |
$434K - $438K
|
83.7K
$1.91M
|