Purchases and Sales Made in Q1 2023 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q1 2023. 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 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
425K+ 133.99% |
$9.96M - $10M
|
742K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
278KNew |
$6.53M - $6.58M
|
278K
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
138KNew |
$3.25M - $3.27M
|
138K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
73.8K+ 40.58% |
$1.73M - $1.74M
|
256K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.4K+ 16.01% |
$1.7M - $1.71M
|
525K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
68.2KNew |
$1.6M - $1.61M
|
68.2K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.7KNew |
$1.38M - $1.39M
|
58.7K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.6K+ 30.54% |
$928K - $935K
|
169K
$0
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.1K+ 38.18% |
$799K - $805K
|
123K
$0
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
31.1KNew |
$730K - $735K
|
31.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.1K+ 399.22% |
$659K - $663K
|
35.1K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
26.5K+ 39.24% |
$622K - $626K
|
94.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.4K+ 8.88% |
$572K - $576K
|
299K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
21.9KNew |
$513K - $516K
|
21.9K
$0
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19.9K+ 14.77% |
$466K - $469K
|
154K
$0
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.1KNew |
$424K - $427K
|
18.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15KNew |
$352K - $355K
|
15K
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
14.7KNew |
$345K - $347K
|
14.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.9K+ 42.9% |
$325K - $327K
|
46.1K
$0
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.6K+ 98.62% |
$272K - $274K
|
23.4K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 7.02% |
$272K - $274K
|
177K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11KNew |
$258K - $260K
|
11K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 4.22% |
$248K - $249K
|
261K
$0
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.1K+ 20.93% |
$237K - $239K
|
58.4K
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.47K+ 107.86% |
$222K - $224K
|
18.2K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.02KNew |
$212K - $213K
|
9.02K
$0
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.57K+ 21.58% |
$177K - $179K
|
42.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.56K+ 55.98% |
$177K - $178K
|
21.1K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7.02K+ 350.8% |
$165K - $166K
|
9.02K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.41K+ 5.18% |
$127K - $128K
|
110K
$0
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.21K+ 35.68% |
$122K - $123K
|
19.8K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5.18K+ 35.06% |
$122K - $122K
|
20K
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3.4KNew |
$79.8K - $80.3K
|
3.4K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.85K+ 8.55% |
$66.8K - $67.3K
|
36.2K
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.74KNew |
$64.3K - $64.7K
|
2.74K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.53KNew |
$59.3K - $59.7K
|
2.53K
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 208.91% |
$43.5K - $43.8K
|
2.74K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
851+ 6.17% |
$20K - $20.1K
|
14.6K
$0
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
554+ 12.03% |
$13K - $13.1K
|
5.16K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
300+ 2.75% |
$7.04K - $7.09K
|
11.2K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
215New |
$5.04K - $5.08K
|
215
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
127+ 0.6% |
$2.98K - $3K
|
21.4K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
112+ 0.55% |
$2.63K - $2.65K
|
20.5K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
101+ 0.24% |
$2.37K - $2.39K
|
42.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
55+ 0.65% |
$1.29K - $1.3K
|
8.48K
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.08% |
$751 - $756
|
39.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.12% |
$657 - $661
|
24.2K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
2+ 0.0% |
$46.9 - $47.2
|
51.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27- 0.31% |
$633 - $638
|
8.78K
$0
|