Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
593K+ 56.0% |
$13.4M - $13.7M
|
1.65M
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
485K+ 38.39% |
$10.9M - $11.2M
|
1.75M
$39.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
453K+ 40.4% |
$10.2M - $10.5M
|
1.57M
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
292K+ 47.29% |
$6.58M - $6.74M
|
909K
$20.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
290K+ 45.75% |
$6.55M - $6.71M
|
925K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 14.39% |
$5.95M - $6.1M
|
2.1M
$47.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
227K+ 69.76% |
$5.13M - $5.25M
|
554K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176K+ 104.82% |
$3.96M - $4.06M
|
343K
$7.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171K+ 5.17% |
$3.87M - $3.96M
|
3.49M
$79.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
152K+ 16.07% |
$3.43M - $3.52M
|
1.1M
$25.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
116KNew |
$2.62M - $2.68M
|
116K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 20.09% |
$2.6M - $2.67M
|
690K
$15.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
102KNew |
$2.3M - $2.36M
|
102K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
97.3K+ 24.48% |
$2.19M - $2.25M
|
495K
$11.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
90.9KNew |
$2.05M - $2.1M
|
90.9K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.5KNew |
$1.75M - $1.79M
|
77.5K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
64K+ 48.89% |
$1.44M - $1.48M
|
195K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
61.3K+ 45.26% |
$1.38M - $1.42M
|
197K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
60.9K+ 412.94% |
$1.37M - $1.41M
|
75.6K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.4K+ 9.98% |
$1.25M - $1.28M
|
610K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
54.8K+ 51.5% |
$1.24M - $1.27M
|
161K
$3.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
49.1K+ 19.31% |
$1.11M - $1.13M
|
303K
$6.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 1.4% |
$1.08M - $1.11M
|
3.46M
$78.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
46.2KNew |
$1.04M - $1.07M
|
46.2K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.6K+ 15.27% |
$1.01M - $1.03M
|
337K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
41KNew |
$924K - $947K
|
41K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
40.7K+ 119.46% |
$918K - $940K
|
74.8K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
40.4K+ 430.63% |
$911K - $933K
|
49.8K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
39.2KNew |
$884K - $905K
|
39.2K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.1K+ 86.48% |
$882K - $904K
|
84.4K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
39K+ 10.84% |
$879K - $901K
|
399K
$9.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38.1KNew |
$859K - $880K
|
38.1K
$868K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.3K+ 42.52% |
$820K - $840K
|
122K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
33.7K+ 18.45% |
$761K - $779K
|
217K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
33.1KNew |
$747K - $765K
|
33.1K
$755K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
32.4KNew |
$731K - $748K
|
32.4K
$738K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.2KNew |
$726K - $744K
|
32.2K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
32K+ 9.63% |
$723K - $740K
|
365K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.1K+ 163.14% |
$611K - $625K
|
43.7K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.6K+ 32.39% |
$600K - $615K
|
109K
$2.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.8K+ 22.57% |
$583K - $597K
|
140K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5K+ 46.33% |
$552K - $565K
|
77.3K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
24.4K+ 5.24% |
$549K - $563K
|
489K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
23.9K+ 44.46% |
$538K - $551K
|
77.5K
$1.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 7.39% |
$525K - $537K
|
338K
$7.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.6K+ 106.22% |
$443K - $453K
|
38.1K
$869K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
19.4KNew |
$438K - $449K
|
19.4K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
19.1K+ 19.01% |
$431K - $441K
|
120K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
19.1K+ 11.92% |
$430K - $440K
|
179K
$4.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.8K+ 45.12% |
$425K - $435K
|
60.6K
$1.38M
|