Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
967K+ 6258.11% |
$22M - $22.2M
|
982K
$22.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
387KNew |
$8.78M - $8.89M
|
387K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
370K+ 407.0% |
$8.4M - $8.51M
|
461K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
290K+ 265.6% |
$6.58M - $6.66M
|
399K
$9.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
256K+ 220.8% |
$5.82M - $5.89M
|
372K
$8.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
190K+ 56.2% |
$4.32M - $4.37M
|
528K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
160K+ 274.9% |
$3.63M - $3.67M
|
218K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
140KNew |
$3.18M - $3.22M
|
140K
$3.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
119K+ 1681.4% |
$2.7M - $2.74M
|
126K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
112K+ 28.07% |
$2.54M - $2.57M
|
511K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
107K+ 21.92% |
$2.44M - $2.47M
|
597K
$13.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68.8K+ 31.77% |
$1.56M - $1.58M
|
285K
$6.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64.3KNew |
$1.46M - $1.48M
|
64.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
63.4K+ 39.31% |
$1.44M - $1.46M
|
225K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
56.4K+ 92.99% |
$1.28M - $1.3M
|
117K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.6K+ 8.85% |
$1.24M - $1.26M
|
672K
$15.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.5KNew |
$1.22M - $1.23M
|
53.5K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50.8K+ 2.23% |
$1.15M - $1.17M
|
2.33M
$53.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.1K+ 72.38% |
$958K - $969K
|
100K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
41.2K+ 88.43% |
$937K - $948K
|
87.8K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
40.6K+ 20.66% |
$923K - $934K
|
237K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39.4K+ 7.3% |
$894K - $905K
|
578K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
36.3KNew |
$824K - $834K
|
36.3K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 13.38% |
$592K - $600K
|
221K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
26K+ 133.8% |
$591K - $598K
|
45.4K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
23.3K+ 63.46% |
$530K - $537K
|
60.1K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.1K+ 5.2% |
$503K - $509K
|
448K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
22KNew |
$499K - $505K
|
22K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.3KNew |
$439K - $444K
|
19.3K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
18.3K+ 177.59% |
$416K - $421K
|
28.6K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 47.01% |
$407K - $412K
|
56K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 9.05% |
$388K - $393K
|
206K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
15.9KNew |
$361K - $365K
|
15.9K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15.5K+ 35.13% |
$351K - $355K
|
59.4K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.9K+ 9.81% |
$340K - $344K
|
167K
$3.83M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
12.5KNew |
$284K - $288K
|
12.5K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$280K - $283K
|
12.3K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12K+ 10.07% |
$272K - $275K
|
131K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 40.42% |
$236K - $239K
|
36.1K
$825K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.58K+ 30.69% |
$218K - $220K
|
40.8K
$933K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 43.81% |
$198K - $201K
|
28.7K
$655K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
8.48K+ 4.74% |
$193K - $195K
|
187K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
7.71K+ 8.62% |
$175K - $177K
|
97.2K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.56K+ 22.59% |
$172K - $174K
|
41K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.1K+ 22.99% |
$161K - $163K
|
38K
$868K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.94KNew |
$158K - $160K
|
6.94K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.68K+ 49.13% |
$129K - $131K
|
17.2K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.5K+ 16.98% |
$125K - $127K
|
37.9K
$867K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.29K+ 37.43% |
$120K - $122K
|
19.4K
$444K
|