Purchases and Sales Made in Q1 2022 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2023 TERM HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
265KNew |
$6.26M - $6.48M
|
265K
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
261K+ 200.93% |
$6.16M - $6.37M
|
390K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
136K+ 711.33% |
$3.22M - $3.33M
|
156K
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.1K+ 64.29% |
$1.98M - $2.05M
|
215K
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
75.4K+ 445.62% |
$1.78M - $1.84M
|
92.3K
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.2K+ 181.3% |
$1.77M - $1.84M
|
117K
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.3KNew |
$1.52M - $1.57M
|
64.3K
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.8K+ 11.84% |
$752K - $778K
|
301K
$0
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
22.3K+ 32.32% |
$527K - $545K
|
91.3K
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 4.14% |
$273K - $283K
|
291K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
10.5K+ 47.45% |
$247K - $256K
|
32.6K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
8.98KNew |
$212K - $219K
|
8.98K
$0
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
7.73K+ 17.91% |
$182K - $189K
|
50.9K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7.03K+ 39.98% |
$166K - $172K
|
24.6K
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.32K+ 11.32% |
$126K - $130K
|
52.3K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.04K+ 43.52% |
$119K - $123K
|
16.6K
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.97K+ 14.68% |
$117K - $121K
|
38.8K
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.17K+ 4.15% |
$98.5K - $102K
|
105K
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.86K+ 3.74% |
$91K - $94.2K
|
107K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
332+ 1.85% |
$7.84K - $8.11K
|
18.3K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
220+ 34.76% |
$5.19K - $5.37K
|
853
$0
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 0.24% |
$472 - $489
|
8.21K
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-415- 3.42% |
$9.8K - $10.1K
|
11.7K
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.54K- 1.17% |
$60K - $62.1K
|
215K
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.98K- 13.4% |
$70.2K - $72.7K
|
19.2K
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-5.55K- 7.05% |
$131K - $136K
|
73.2K
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.1KClosed |
$332K - $344K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.6KClosed |
$368K - $381K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-19.4KClosed |
$458K - $474K
|
0
$0
|