Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBTG)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBTG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
123+ 1.38% |
$2.79K - $2.83K
|
9.06K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
532+ 3.26% |
$12.1K - $12.2K
|
16.9K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5KNew |
$114K - $115K
|
5K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.1K+ 22.99% |
$161K - $163K
|
38K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
26K+ 133.8% |
$591K - $598K
|
45.4K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
967K+ 6258.11% |
$22M - $22.2M
|
982K
$22.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12K+ 10.07% |
$272K - $275K
|
131K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
41.2K+ 88.43% |
$937K - $948K
|
87.8K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.56K+ 22.59% |
$172K - $174K
|
41K
$938K
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
23.3K+ 63.46% |
$530K - $537K
|
60.1K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
15.9KNew |
$361K - $365K
|
15.9K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 47.01% |
$407K - $412K
|
56K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.6K+ 8.85% |
$1.24M - $1.26M
|
672K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.17K+ 1.58% |
$49.4K - $50K
|
139K
$3.19M
|
|
|
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
|
Money Concepts Capital Corp
|
SELL
|
- |
-44- 0.34% |
$1K - $1.01K
|
12.7K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.3KNew |
$280K - $283K
|
12.3K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-8- 0.06% |
$182 - $184
|
14K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64.3KNew |
$1.46M - $1.48M
|
64.3K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32.8K- 47.7% |
$744K - $753K
|
35.9K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.8K- 37.59% |
$132K - $133K
|
9.63K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.12K+ 6227.78% |
$25.5K - $25.8K
|
1.14K
$26K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20.8K- 6.87% |
$473K - $479K
|
283K
$6.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.1K+ 5.2% |
$503K - $509K
|
448K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
140KNew |
$3.18M - $3.22M
|
140K
$3.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
290K+ 265.6% |
$6.58M - $6.66M
|
399K
$9.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
26.1K+ 13.38% |
$592K - $600K
|
221K
$5.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
725New |
$16.5K - $16.7K
|
725
$16.6K
|
|
|
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
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 40.42% |
$236K - $239K
|
36.1K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.73K+ 43.81% |
$198K - $201K
|
28.7K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
504+ 0.89% |
$11.5K - $11.6K
|
57.1K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
18.3K+ 177.59% |
$416K - $421K
|
28.6K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-7.27K- 26.83% |
$165K - $167K
|
19.8K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
36.3KNew |
$824K - $834K
|
36.3K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.68K+ 49.13% |
$129K - $131K
|
17.2K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
672+ 1.64% |
$15.3K - $15.5K
|
41.7K
$952K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73.6K- 82.03% |
$1.67M - $1.69M
|
16.1K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
160K+ 274.9% |
$3.63M - $3.67M
|
218K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-5.66K- 4.74% |
$129K - $130K
|
114K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.29K+ 37.43% |
$120K - $122K
|
19.4K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
112K+ 28.07% |
$2.54M - $2.57M
|
511K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-10.2K- 17.92% |
$232K - $235K
|
46.7K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
62+ 8.9% |
$1.41K - $1.43K
|
759
$17.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 9.05% |
$388K - $393K
|
206K
$4.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7K+ 60.34% |
$159K - $161K
|
18.6K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68.8K+ 31.77% |
$1.56M - $1.58M
|
285K
$6.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
107K+ 21.92% |
$2.44M - $2.47M
|
597K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.58K+ 30.69% |
$218K - $220K
|
40.8K
$932K
|