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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.08K+ 1.12% |
$47K - $48.1K
|
189K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.87K+ 1.86% |
$42.1K - $43.1K
|
102K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.85K+ 3.39% |
$41.8K - $42.8K
|
56.6K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.68K+ 13.82% |
$37.9K - $38.8K
|
13.8K
$315K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.45K+ 5.99% |
$32.7K - $33.5K
|
25.7K
$585K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.36KNew |
$30.6K - $31.4K
|
1.36K
$31K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.32K+ 2.13% |
$29.8K - $30.5K
|
63.4K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.31K+ 2.69% |
$29.4K - $30.1K
|
49.9K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.3K+ 3611.11% |
$29.3K - $30K
|
1.34K
$30.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.23KNew |
$27.8K - $28.5K
|
1.23K
$28.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.22K+ 6.75% |
$27.5K - $28.2K
|
19.3K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.21K+ 210.96% |
$27.4K - $28K
|
1.79K
$40.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.1K+ 3.7% |
$24.9K - $25.5K
|
30.9K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.08K+ 3.59% |
$24.4K - $25K
|
31.2K
$711K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
893+ 1.69% |
$20.1K - $20.6K
|
53.7K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
867+ 29.52% |
$19.6K - $20K
|
3.8K
$86.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
762+ 0.56% |
$17.2K - $17.6K
|
137K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
695+ 4.44% |
$15.7K - $16.1K
|
16.3K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
687New |
$15.5K - $15.9K
|
687
$15.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
615+ 2.74% |
$13.9K - $14.2K
|
23.1K
$525K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
610+ 1.88% |
$13.8K - $14.1K
|
33K
$752K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
474+ 2.34% |
$10.7K - $10.9K
|
20.7K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
434+ 3.44% |
$9.79K - $10K
|
13K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
378+ 8.04% |
$8.52K - $8.73K
|
5.08K
$116K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
288+ 0.65% |
$6.49K - $6.65K
|
44.3K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
227+ 1.04% |
$5.12K - $5.24K
|
22.1K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
189+ 0.18% |
$4.26K - $4.37K
|
106K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
140+ 0.51% |
$3.16K - $3.23K
|
27.6K
$629K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
106+ 0.7% |
$2.39K - $2.45K
|
15.3K
$349K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92+ 1.04% |
$2.07K - $2.13K
|
8.93K
$204K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 7.34% |
$1.71K - $1.76K
|
1.11K
$25.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
73+ 0.57% |
$1.65K - $1.69K
|
12.8K
$291K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
48+ 0.11% |
$1.08K - $1.11K
|
44K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
32+ 0.12% |
$722 - $739
|
27.4K
$625K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 1.02% |
$451 - $462
|
1.97K
$45K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
18New |
$406 - $416
|
18
$410
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16+ 1.03% |
$361 - $370
|
1.58K
$35.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$45.1 - $46.2
|
3.23K
$73.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-8- 14.29% |
$180 - $185
|
48
$1.09K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-17- 0.02% |
$383 - $393
|
81.4K
$1.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-50- 0.31% |
$1.13K - $1.16K
|
16K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-114- 1.63% |
$2.57K - $2.63K
|
6.87K
$157K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-297- 2.08% |
$6.7K - $6.86K
|
14K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-425- 12.36% |
$9.58K - $9.82K
|
3.01K
$68.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-725- 3.45% |
$16.3K - $16.7K
|
20.3K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-729- 0.48% |
$16.4K - $16.8K
|
152K
$3.47M
|