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 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-649- 2.77% |
$15.2K - $15.3K
|
22.8K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-750- 8.43% |
$17.6K - $17.7K
|
8.15K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.27K- 0.76% |
$29.8K - $30K
|
165K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.13K- 8.08% |
$49.9K - $50.2K
|
24.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.53K- 0.9% |
$59.3K - $59.7K
|
279K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.66K- 7.88% |
$62.4K - $62.8K
|
31.1K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.45K- 56.28% |
$80.8K - $81.4K
|
2.68K
$0
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.1K- 3.17% |
$190K - $191K
|
248K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.47K- 51.89% |
$222K - $224K
|
8.78K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.3K- 3.94% |
$289K - $291K
|
300K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-16.6K- 63.75% |
$388K - $391K
|
9.41K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.2K- 69.25% |
$592K - $596K
|
11.2K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-98.7K- 30.05% |
$2.31M - $2.33M
|
230K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-169K- 91.39% |
$3.97M - $4M
|
16K
$0
|