Purchases and Sales Made in Q2 2023 in Ishares Ibonds 2023 Term High (IBHC)

IBHC Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q2 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
Aug 09, 2023 Q2 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
196K
+ 336.17%
$4.62M - $4.65M
255K $0
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
41.1K
+ 60.3%
$966K - $972K
109K $0
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
29.9K
+ 11.69%
$703K - $707K
286K $0
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
26.2K
+ 9.42%
$617K - $621K
305K $0
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
23.4K
New
$550K - $554K
23.4K $0
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
18.2K
New
$427K - $430K
18.2K $0
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
17.9K
New
$422K - $424K
17.9K $0
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
11.4K
New
$268K - $270K
11.4K $0
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
11.1K
+ 26.12%
$262K - $263K
53.8K $0
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
9.54K
+ 27.17%
$224K - $226K
44.6K $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
7.96K
+ 22.01%
$187K - $188K
44.1K $0
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
6.78K
+ 6.17%
$159K - $161K
117K $0
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.31K
+ 2.55%
$101K - $102K
173K $0
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.98K
+ 20.29%
$70.1K - $70.6K
17.7K $0
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
2.93K
+ 115.95%
$68.9K - $69.3K
5.46K $0
Aug 10, 2023 Q2 2023
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
2.68K
+ 1.73%
$62.9K - $63.3K
157K $0
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
2.67K
+ 24.28%
$62.8K - $63.2K
13.7K $0
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
2.51K
+ 11.5%
$59.1K - $59.5K
24.4K $0
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.6K
New
$37.5K - $37.8K
1.6K $0
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
1.43K
+ 0.27%
$33.7K - $33.9K
526K $0
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.29K
+ 5.51%
$30.3K - $30.5K
24.7K $0
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.01K
+ 0.41%
$23.6K - $23.8K
249K $0
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
470
+ 17.15%
$11K - $11.1K
3.21K $0
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
470
+ 17.15%
$11K - $11.1K
3.21K $0
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
422
New
$9.92K - $9.98K
422 $0
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
317
+ 1.6%
$7.45K - $7.5K
20.1K $0
Jul 17, 2023 Q2 2023
Lbmc Investment Advisors, LLC

BUY
 -
187
+ 0.91%
$4.4K - $4.42K
20.7K $0
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
96
+ 0.06%
$2.26K - $2.27K
165K $0
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
92
+ 1.09%
$2.16K - $2.18K
8.57K $0
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
85
New
$2K - $2.01K
85 $0
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
17
+ 0.12%
$400 - $402
14.7K $0
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
12
+ 0.04%
$282 - $284
31.1K $0
Aug 02, 2023 Q2 2023
Northstar Group, Inc.

BUY
 -
5
+ 0.01%
$118 - $118
51.4K $0
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 20, 2023 Q2 2023
Timber Creek Capital Management LLC

SELL
 -
-3
- 0.11%
$70.5 - $71
2.67K $0
Aug 08, 2023 Q2 2023
Wrapmanager Inc

SELL
 -
-99
- 0.43%
$2.33K - $2.34K
22.7K $0
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-168
- 1.5%
$3.95K - $3.97K
11K $0
Jul 24, 2023 Q2 2023
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-286
- 22.24%
$6.72K - $6.77K
1K $0
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

SELL
 -
-350
- 3.13%
$8.23K - $8.28K
10.8K $0
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-940
- 6.26%
$22.1K - $22.2K
14.1K $0
Aug 03, 2023 Q2 2023
Bbjs Financial Advisors, LLC

Seattle, WA
SELL
 -
-1K
- 9.35%
$23.5K - $23.7K
9.7K $0
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.44K
- 3.64%
$33.9K - $34.2K
38.2K $0
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-1.94K
- 35.25%
$45.6K - $45.9K
3.56K $0
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
SELL
 -
-2.03K
- 6.52%
$47.7K - $48K
29.1K $0
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

SELL
 -
-2.7K
- 12.61%
$63.5K - $63.9K
18.7K $0
Jul 31, 2023 Q2 2023
Valley National Advisers Inc

SELL
 -
-3.03K
- 7.15%
$71.3K - $71.7K
39.4K $0
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

SELL
 -
-3.12K
- 15.64%
$73.4K - $73.8K
16.8K $0
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-4.95K
- 31.0%
$116K - $117K
11K $0
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-6.05K
- 2.32%
$142K - $143K
255K $0

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