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
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$114K - $115K
|
5K
$114K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3.04K+ 17.8% |
$69K - $69.9K
|
20.1K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.9K+ 8.48% |
$65.8K - $66.6K
|
37K
$847K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.52K+ 5.69% |
$57.3K - $58K
|
46.8K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.17K+ 1.58% |
$49.4K - $50K
|
139K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.85KNew |
$41.9K - $42.5K
|
1.85K
$42.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.64K+ 4.98% |
$37.2K - $37.6K
|
34.5K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.47K+ 7.49% |
$33.3K - $33.7K
|
21K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.12K+ 6227.78% |
$25.5K - $25.8K
|
1.14K
$26K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
967+ 0.94% |
$22K - $22.2K
|
103K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
725New |
$16.5K - $16.7K
|
725
$16.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
672+ 1.64% |
$15.3K - $15.5K
|
41.7K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
532+ 3.26% |
$12.1K - $12.2K
|
16.9K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
504+ 0.89% |
$11.5K - $11.6K
|
57.1K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
212+ 1.38% |
$4.82K - $4.88K
|
15.5K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
123+ 1.38% |
$2.79K - $2.83K
|
9.06K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 3.22% |
$2.36K - $2.39K
|
3.33K
$76.2K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
62+ 8.9% |
$1.41K - $1.43K
|
759
$17.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-8- 0.06% |
$182 - $184
|
14K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-42- 0.85% |
$954 - $966
|
4.91K
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-44- 0.34% |
$1K - $1.01K
|
12.7K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-86- 0.45% |
$1.95K - $1.98K
|
19.2K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-310- 2.44% |
$7.04K - $7.13K
|
12.4K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-365- 7.18% |
$8.29K - $8.4K
|
4.72K
$108K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.35K- 13.77% |
$30.6K - $30.9K
|
8.42K
$193K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.07K- 38.24% |
$47.1K - $47.7K
|
3.35K
$76.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.87K- 18.68% |
$88K - $89.1K
|
16.9K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5.66K- 4.74% |
$129K - $130K
|
114K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.8K- 37.59% |
$132K - $133K
|
9.63K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-7.27K- 26.83% |
$165K - $167K
|
19.8K
$453K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-10.2K- 17.92% |
$232K - $235K
|
46.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.1K- 19.01% |
$274K - $277K
|
51.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.8K- 6.87% |
$473K - $479K
|
283K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32.8K- 47.7% |
$744K - $753K
|
35.9K
$821K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73.6K- 82.03% |
$1.67M - $1.69M
|
16.1K
$369K
|