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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.1K+ 72.38% |
$958K - $969K
|
100K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.87K- 18.68% |
$88K - $89.1K
|
16.9K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.5K+ 16.98% |
$125K - $127K
|
37.9K
$866K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
212+ 1.38% |
$4.82K - $4.88K
|
15.5K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
190K+ 56.2% |
$4.32M - $4.37M
|
528K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.47K+ 7.49% |
$33.3K - $33.7K
|
21K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
39.4K+ 7.3% |
$894K - $905K
|
578K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
370K+ 407.0% |
$8.4M - $8.51M
|
461K
$10.5M
|
|
|
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
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50.8K+ 2.23% |
$1.15M - $1.17M
|
2.33M
$53.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.64K+ 4.98% |
$37.2K - $37.6K
|
34.5K
$789K
|
|
|
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
|
Eastern Bank
|
SELL
|
- |
-42- 0.85% |
$954 - $966
|
4.91K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.35K- 13.77% |
$30.6K - $30.9K
|
8.42K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-12.1K- 19.01% |
$274K - $277K
|
51.4K
$1.17M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53.5KNew |
$1.22M - $1.23M
|
53.5K
$1.22M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.52K+ 5.69% |
$57.3K - $58K
|
46.8K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
8.48K+ 4.74% |
$193K - $195K
|
187K
$4.29M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.27KNew |
$209K - $214K
|
9.27K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.07K+ 11.0% |
$24K - $24.6K
|
10.7K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.21KNew |
$27.4K - $28K
|
1.21K
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
430New |
$9.7K - $9.93K
|
430
$9.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.68K+ 13.82% |
$37.9K - $38.8K
|
13.8K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
102KNew |
$2.3M - $2.36M
|
102K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
76+ 7.34% |
$1.71K - $1.76K
|
1.11K
$25.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-425- 12.36% |
$9.58K - $9.82K
|
3.01K
$68.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
687New |
$15.5K - $15.9K
|
687
$15.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
11.7KNew |
$264K - $271K
|
11.7K
$268K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.8K+ 93.75% |
$311K - $319K
|
28.5K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9.7KNew |
$219K - $224K
|
9.7K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-2K- 18.78% |
$45.1K - $46.2K
|
8.65K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.49K- 3.61% |
$101K - $104K
|
120K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.23KNew |
$27.8K - $28.5K
|
1.23K
$28.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.6KNew |
$398K - $407K
|
17.6K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.36KNew |
$30.6K - $31.4K
|
1.36K
$31.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
290K+ 45.75% |
$6.55M - $6.71M
|
925K
$21.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.1K+ 3.7% |
$24.9K - $25.5K
|
30.9K
$707K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.4K+ 9.98% |
$1.25M - $1.28M
|
610K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.6K+ 15.27% |
$1.01M - $1.03M
|
337K
$7.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.7K+ 10.85% |
$286K - $293K
|
129K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.2KNew |
$366K - $375K
|
16.2K
$371K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 97.75% |
$97K - $99.4K
|
99
$2.26K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
420New |
$9.43K - $9.52K
|
420
$9.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.37KNew |
$98K - $98.9K
|
4.37K
$99.8K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
89+ 3.07% |
$2K - $2.02K
|
2.99K
$68.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92K+ 105.11% |
$2.07M - $2.08M
|
180K
$4.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
252KNew |
$5.66M - $5.71M
|
252K
$5.76M
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$498 - $505
|
22
$503
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$24.8K - $25.2K
|
1.1K
$25.1K
|
|