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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
18.4K+ 39.95% |
$414K - $417K
|
64.5K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.8K+ 44.41% |
$378K - $381K
|
54.7K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
16.8K+ 126.21% |
$377K - $381K
|
30.1K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
15.5K+ 30.57% |
$349K - $352K
|
66.4K
$1.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.2KNew |
$342K - $345K
|
15.2K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
14.7KNew |
$331K - $334K
|
14.7K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
14.3K+ 9.83% |
$322K - $324K
|
160K
$3.65M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 11.7% |
$318K - $321K
|
135K
$3.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13K+ 14.05% |
$291K - $294K
|
105K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 18.35% |
$269K - $271K
|
77.2K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.5K+ 37.91% |
$258K - $260K
|
41.8K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 7.73% |
$248K - $251K
|
154K
$3.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.6K+ 28.09% |
$239K - $241K
|
48.6K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
10.3K+ 9.65% |
$231K - $233K
|
117K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 1.81% |
$229K - $231K
|
575K
$13.1M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.1K+ 29.69% |
$226K - $228K
|
43.9K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10K+ 2.46% |
$225K - $227K
|
417K
$9.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.84KNew |
$221K - $223K
|
9.84K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
9.71K+ 1.88% |
$218K - $220K
|
526K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.68KNew |
$217K - $219K
|
9.68K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.38KNew |
$211K - $213K
|
9.38K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.36K+ 29.96% |
$210K - $212K
|
40.6K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.84K+ 41.26% |
$199K - $200K
|
30.3K
$690K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.77K+ 2.88% |
$197K - $199K
|
313K
$7.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.65K+ 1.9% |
$194K - $196K
|
465K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
7.92K+ 16.15% |
$178K - $179K
|
57K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
6.98KNew |
$157K - $158K
|
6.98K
$159K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6.55K+ 1.18% |
$147K - $148K
|
562K
$12.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.1K+ 12.25% |
$137K - $138K
|
55.9K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.91K+ 10.4% |
$133K - $134K
|
62.7K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.54K+ 6.73% |
$124K - $126K
|
87.9K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.1K+ 6.46% |
$115K - $116K
|
84.1K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.09K+ 29.68% |
$114K - $115K
|
22.2K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.55K+ 11.19% |
$102K - $103K
|
45.3K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.44K+ 20.37% |
$99.6K - $100K
|
26.2K
$598K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$98.9K - $99.7K
|
4.4K
$100K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.37KNew |
$98K - $98.9K
|
4.37K
$99.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.25K+ 40.65% |
$95.5K - $96.4K
|
14.7K
$336K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.3K+ 35.1% |
$74.1K - $74.8K
|
12.7K
$290K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
2.78K+ 2.08% |
$62.4K - $63K
|
137K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.23K+ 8.82% |
$50K - $50.4K
|
27.5K
$626K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.2K+ 7.28% |
$49.3K - $49.8K
|
32.4K
$738K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.14K+ 7.64% |
$48.2K - $48.6K
|
30.2K
$689K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.12K+ 71.92% |
$47.5K - $47.9K
|
5.06K
$115K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.09K+ 2.13% |
$47K - $47.4K
|
100K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.04K+ 3.07% |
$45.8K - $46.2K
|
68.5K
$1.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.83K+ 1.06% |
$41.2K - $41.6K
|
174K
$3.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.72K+ 10.67% |
$38.7K - $39.1K
|
17.9K
$408K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.6K+ 119.84% |
$36K - $36.3K
|
2.94K
$67K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
1.52K+ 5.59% |
$34.2K - $34.5K
|
28.7K
$655K
|