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 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 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 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
|
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
$53.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.1K+ 72.38% |
$958K - $969K
|
100K
$2.29M
|
|
|
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
$829K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 13.38% |
$592K - $600K
|
221K
$5.05M
|
|
|
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
$653K
|
|
|
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 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$280K - $283K
|
12.3K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 40.42% |
$236K - $239K
|
36.1K
$824K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.58K+ 30.69% |
$218K - $220K
|
40.8K
$932K
|
|
|
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
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$425K
|
|
|
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
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.29K+ 37.43% |
$120K - $122K
|
19.4K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3.04K+ 17.8% |
$69K - $69.9K
|
20.1K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.9K+ 8.48% |
$65.8K - $66.6K
|
37K
$846K
|
|
|
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 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
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.12K+ 6227.78% |
$25.5K - $25.8K
|
1.14K
$26K
|
|
|
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
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
504+ 0.89% |
$11.5K - $11.6K
|
57.1K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
212+ 1.38% |
$4.82K - $4.88K
|
15.5K
$355K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
62+ 8.9% |
$1.41K - $1.43K
|
759
$17.3K
|
|
|
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 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
$192K
|
|
|
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
|