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
|
Comerica Bank
|
BUY
|
- |
1.51K+ 310.52% |
$33.8K - $34.1K
|
1.99K
$45.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.5K+ 9.46% |
$33.7K - $34K
|
17.4K
$396K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.38K+ 7.02% |
$31K - $31.3K
|
21K
$480K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.3K+ 1.31% |
$29.2K - $29.4K
|
101K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 115.43% |
$26.2K - $26.4K
|
2.18K
$49.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.01K+ 5.21% |
$22.7K - $22.9K
|
20.4K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
799+ 2.54% |
$17.9K - $18.1K
|
32.2K
$734K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
731+ 4.22% |
$16.4K - $16.6K
|
18.1K
$412K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
681+ 4.55% |
$15.3K - $15.4K
|
15.6K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
617+ 0.33% |
$13.9K - $14K
|
187K
$4.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
591+ 1.13% |
$13.3K - $13.4K
|
52.8K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
580+ 2.45% |
$13K - $13.1K
|
24.2K
$553K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
575New |
$12.9K - $13K
|
575
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
501+ 5.13% |
$11.3K - $11.4K
|
10.3K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
490+ 4.04% |
$11K - $11.1K
|
12.6K
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
440+ 1.94% |
$9.88K - $9.97K
|
23.1K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420New |
$9.43K - $9.52K
|
420
$9.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
317+ 2.12% |
$7.12K - $7.18K
|
15.3K
$348K
|
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
303+ 2.17% |
$6.81K - $6.87K
|
14.3K
$325K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
235+ 1.48% |
$5.28K - $5.33K
|
16.1K
$366K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
233+ 0.15% |
$5.23K - $5.28K
|
153K
$3.49M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
190+ 0.18% |
$4.27K - $4.31K
|
106K
$2.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
133+ 1.06% |
$2.99K - $3.01K
|
12.7K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
130+ 1.05% |
$2.92K - $2.95K
|
12.6K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
91+ 1.04% |
$2.04K - $2.06K
|
8.84K
$202K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
89+ 3.07% |
$2K - $2.02K
|
2.99K
$68.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.03% |
$449 - $453
|
1.95K
$44.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.04% |
$359 - $363
|
1.56K
$35.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9+ 0.06% |
$202 - $204
|
15.4K
$352K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8+ 16.67% |
$180 - $181
|
56
$1.28K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$44.9 - $45.3
|
3.23K
$73.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12- 0.1% |
$270 - $272
|
12.2K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-75- 0.24% |
$1.68K - $1.7K
|
31.3K
$714K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-473- 0.1% |
$10.6K - $10.7K
|
484K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-538- 1.06% |
$12.1K - $12.2K
|
50.3K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-592- 0.21% |
$13.3K - $13.4K
|
279K
$6.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.04K- 3.53% |
$23.4K - $23.6K
|
28.4K
$647K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.11K- 19.15% |
$25K - $25.2K
|
4.7K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.36K- 5.12% |
$30.5K - $30.7K
|
25.1K
$573K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.53K- 5.27% |
$34.3K - $34.6K
|
27.4K
$625K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.76K- 8.1% |
$39.4K - $39.8K
|
19.9K
$454K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.82K- 10.27% |
$40.9K - $41.3K
|
15.9K
$363K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 1.85% |
$43.6K - $44K
|
103K
$2.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.25K- 10.01% |
$50.6K - $51K
|
20.3K
$462K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.59K- 3.05% |
$58.1K - $58.6K
|
82.2K
$1.87M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.91K- 0.45% |
$87.8K - $88.6K
|
864K
$19.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.94K- 28.29% |
$88.5K - $89.3K
|
9.99K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.54K- 5.72% |
$102K - $103K
|
74.9K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.1K- 35.94% |
$160K - $161K
|
12.7K
$289K
|