Purchases and Sales Made in Q3 2022 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 78.77% |
$4.4M - $4.45M
|
428K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 1346.72% |
$2.87M - $2.9M
|
132K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.5K+ 56368.25% |
$829K - $839K
|
35.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.5K+ 38.98% |
$595K - $602K
|
90.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.2KNew |
$565K - $571K
|
24.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
23.4KNew |
$547K - $553K
|
23.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.9K+ 29.7% |
$511K - $517K
|
95.6K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.8KNew |
$416K - $421K
|
17.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 7.49% |
$380K - $385K
|
234K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4K+ 24.65% |
$359K - $363K
|
77.8K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.8KNew |
$321K - $325K
|
13.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.8KNew |
$299K - $303K
|
12.8K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$298K - $302K
|
12.8K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$295K - $299K
|
12.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.8K+ 5.0% |
$252K - $255K
|
227K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.71K+ 8.71% |
$227K - $229K
|
121K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
9.67KNew |
$226K - $228K
|
9.67K
$0
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9.55KNew |
$223K - $226K
|
9.55K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.96KNew |
$162K - $164K
|
6.96K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
6.53K+ 6.44% |
$152K - $154K
|
108K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.1K+ 1.92% |
$143K - $144K
|
323K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.23K+ 3.77% |
$122K - $123K
|
144K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.98K+ 2.33% |
$93K - $94K
|
175K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.83K+ 4.91% |
$89.4K - $90.4K
|
81.8K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.5K+ 10.89% |
$58.4K - $59.1K
|
25.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$46.7K - $47.2K
|
2K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.45K+ 7.93% |
$33.9K - $34.3K
|
19.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
510+ 2.71% |
$11.9K - $12K
|
19.3K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
253+ 1.05% |
$5.91K - $5.98K
|
24.3K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
171+ 51.98% |
$3.99K - $4.04K
|
500
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
114+ 0.64% |
$2.66K - $2.69K
|
17.8K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
80New |
$1.87K - $1.89K
|
80
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
59+ 0.71% |
$1.38K - $1.39K
|
8.33K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-2K- 3.71% |
$46.6K - $47.2K
|
51.8K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.47K- 0.92% |
$81K - $82K
|
373K
$0
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.62K- 24.84% |
$84.5K - $85.5K
|
11K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.53K- 20.93% |
$152K - $154K
|
24.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.27K- 7.11% |
$170K - $172K
|
94.9K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.68K- 8.18% |
$203K - $205K
|
97.4K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-10.5K- 14.85% |
$246K - $249K
|
60.4K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.3K- 48.44% |
$358K - $362K
|
16.3K
$0
|