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 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-729- 0.48% |
$16.4K - $16.8K
|
152K
$3.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-809- 4.53% |
$18.2K - $18.7K
|
17.1K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.51K- 75.64% |
$34K - $34.8K
|
485
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.9K- 7.24% |
$42.8K - $43.8K
|
24.3K
$555K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2K- 18.78% |
$45.1K - $46.2K
|
8.65K
$198K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.35K- 4.28% |
$53.1K - $54.4K
|
52.6K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.58K- 4.77% |
$80.6K - $82.6K
|
71.3K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.72K- 1.21% |
$83.8K - $85.9K
|
302K
$6.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.01K- 8.16% |
$90.4K - $92.6K
|
45.1K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 97.75% |
$97K - $99.4K
|
99
$2.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.49K- 3.61% |
$101K - $104K
|
120K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.44K- 5.73% |
$123K - $126K
|
89.5K
$2.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.14K- 38.62% |
$139K - $142K
|
9.77K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-6.92K- 10.64% |
$156K - $160K
|
58.1K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.24K- 57.2% |
$163K - $167K
|
5.42K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.26K- 8.02% |
$186K - $191K
|
94.7K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.99K- 2.46% |
$225K - $231K
|
396K
$9.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 6.42% |
$247K - $253K
|
159K
$3.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-10.9K- 34.97% |
$247K - $253K
|
20.4K
$465K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13.2K- 0.57% |
$297K - $304K
|
2.28M
$52M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 53.64% |
$427K - $438K
|
16.4K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-19.2K- 21.85% |
$433K - $444K
|
68.7K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.3K- 9.36% |
$661K - $677K
|
284K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.5K- 20.4% |
$710K - $727K
|
123K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34.2K- 7.76% |
$772K - $791K
|
407K
$9.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-37.7K- 29.58% |
$850K - $871K
|
89.7K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-50.2K- 99.82% |
$1.13M - $1.16M
|
89
$2.03K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-77.5K- 5.14% |
$1.75M - $1.79M
|
1.43M
$32.7M
|