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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
18.5K+ 12.74% |
$418K - $428K
|
164K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18K+ 21.49% |
$406K - $415K
|
102K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.6KNew |
$398K - $407K
|
17.6K
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17K+ 2.83% |
$383K - $393K
|
617K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17KNew |
$383K - $392K
|
17K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 3.36% |
$366K - $375K
|
500K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.2KNew |
$366K - $375K
|
16.2K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
14.1KNew |
$319K - $327K
|
14.1K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 93.75% |
$311K - $319K
|
28.5K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.4K+ 4.82% |
$303K - $310K
|
292K
$6.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
13.4K+ 12.71% |
$302K - $309K
|
119K
$2.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
13.3K+ 2.53% |
$300K - $307K
|
539K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
13K+ 19.62% |
$294K - $301K
|
79.4K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
12.8K+ 19.86% |
$288K - $295K
|
77.2K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.7K+ 10.85% |
$286K - $293K
|
129K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.3K+ 5.47% |
$278K - $285K
|
237K
$5.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.7KNew |
$264K - $271K
|
11.7K
$267K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.6KNew |
$262K - $268K
|
11.6K
$264K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
11.6KNew |
$261K - $267K
|
11.6K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 71.37% |
$246K - $252K
|
26.2K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10.4K+ 51.13% |
$235K - $241K
|
30.9K
$703K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
9.8K+ 42.46% |
$221K - $226K
|
32.9K
$749K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.7KNew |
$219K - $224K
|
9.7K
$221K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.27KNew |
$209K - $214K
|
9.27K
$211K
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
9.11KNew |
$205K - $210K
|
9.11K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9KNew |
$203K - $208K
|
9K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.92K+ 2.14% |
$201K - $206K
|
426K
$9.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8.68K+ 8.65% |
$196K - $201K
|
109K
$2.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
8.03K+ 27.93% |
$181K - $185K
|
36.8K
$838K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.89K+ 20.18% |
$178K - $182K
|
47K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.92K+ 22.85% |
$156K - $160K
|
37.2K
$848K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.21K+ 9.9% |
$140K - $143K
|
68.9K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
6.05K+ 14.9% |
$136K - $140K
|
46.6K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.75K+ 20.27% |
$130K - $133K
|
34.1K
$778K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.95KNew |
$112K - $114K
|
4.95K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.93K+ 0.88% |
$111K - $114K
|
566K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
4.84K+ 21.75% |
$109K - $112K
|
27.1K
$617K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.3K+ 7.77% |
$97.1K - $99.4K
|
59.7K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.15K+ 6.06% |
$93.6K - $95.8K
|
72.7K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.07K+ 5.26% |
$91.7K - $93.9K
|
81.3K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 6.22% |
$90.6K - $92.8K
|
68.6K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.38K+ 13.44% |
$76.2K - $78.1K
|
28.5K
$650K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.25K+ 10.76% |
$73.3K - $75.1K
|
33.5K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.25K+ 3.86% |
$73.2K - $75K
|
87.4K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.88K+ 22.91% |
$64.9K - $66.5K
|
15.5K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.67KNew |
$60.1K - $61.6K
|
2.67K
$60.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.63K+ 1.51% |
$59.4K - $60.8K
|
177K
$4.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.4K+ 13.99% |
$54.1K - $55.4K
|
19.6K
$446K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.36K+ 4.22% |
$53.2K - $54.5K
|
58.2K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.1KNew |
$47.4K - $48.5K
|
2.1K
$47.9K
|