Purchases and Sales Made in Q2 2022 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
376KNew |
$8.76M - $8.97M
|
376K
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
123K+ 105.06% |
$2.85M - $2.92M
|
239K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.9K+ 571.37% |
$2.21M - $2.26M
|
111K
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73.7KNew |
$1.72M - $1.76M
|
73.7K
$0
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.4KNew |
$1.45M - $1.49M
|
62.4K
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.7KNew |
$737K - $755K
|
31.7K
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.6K+ 68.58% |
$619K - $634K
|
65.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.3K+ 9.05% |
$613K - $628K
|
317K
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.9KNew |
$534K - $547K
|
22.9K
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5K+ 192.39% |
$478K - $489K
|
31.2K
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.8KNew |
$438K - $448K
|
18.8K
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
15K+ 9.64% |
$349K - $358K
|
171K
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 21.18% |
$317K - $325K
|
77.9K
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10K+ 10.95% |
$233K - $238K
|
101K
$0
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
4.71K+ 22.18% |
$110K - $112K
|
26K
$0
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
2.95K+ 5.81% |
$68.7K - $70.4K
|
53.8K
$0
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.54K+ 1.18% |
$59.1K - $60.6K
|
217K
$0
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.54K+ 1.18% |
$59.1K - $60.6K
|
217K
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
200New |
$4.66K - $4.77K
|
200
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63New |
$1.47K - $1.5K
|
63
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 0.71% |
$1.35K - $1.38K
|
8.27K
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-524- 61.43% |
$12.2K - $12.5K
|
329
$0
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-597- 2.43% |
$13.9K - $14.2K
|
24K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-895- 0.84% |
$20.8K - $21.3K
|
106K
$0
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.54K- 8.01% |
$35.8K - $36.7K
|
17.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.88K- 11.4% |
$43.7K - $44.7K
|
14.6K
$0
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.35K- 3.21% |
$54.8K - $56.1K
|
70.9K
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 2.37% |
$57.7K - $59.1K
|
102K
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-3.8K- 11.68% |
$88.6K - $90.7K
|
28.8K
$0
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-6K- 51.21% |
$140K - $143K
|
5.72K
$0
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.98KClosed |
$209K - $214K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.9K- 53.09% |
$462K - $473K
|
17.5K
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.2K- 82.55% |
$1.01M - $1.03M
|
9.13K
$0
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-50.5K- 54.78% |
$1.18M - $1.21M
|
41.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-84.9K- 28.22% |
$1.98M - $2.02M
|
216K
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-252K- 64.54% |
$5.87M - $6.01M
|
138K
$0
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-265KClosed |
$6.17M - $6.32M
|
0
$0
|