Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
267K
+ 142.1%
$6.26M - $6.31M
454K $0
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
101K
+ 40.1%
$2.37M - $2.39M
353K $0
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
32.4K
+ 517.17%
$762K - $768K
38.7K $0
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
21.3K
+ 192.5%
$499K - $503K
32.3K $0
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
20.7K
New
$485K - $489K
20.7K $0
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
20.6K
+ 6.77%
$485K - $489K
326K $0
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.9K
New
$279K - $281K
11.9K $0
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.53K
+ 77.49%
$200K - $202K
19.5K $0
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
8.44K
+ 3.31%
$198K - $200K
263K $0
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
7.83K
+ 17.74%
$184K - $185K
52K $0
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.28K
New
$77K - $77.6K
3.28K $0
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
3.08K
+ 12.48%
$72.3K - $72.9K
27.7K $0
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.91K
+ 1.67%
$68.2K - $68.8K
176K $0
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
2.52K
+ 18.42%
$59.1K - $59.6K
16.2K $0
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.87K
+ 13.84%
$43.9K - $44.2K
15.4K $0
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
1.6K
+ 7.03%
$37.5K - $37.8K
24.3K $0
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.38K
+ 7.67%
$32.3K - $32.6K
19.3K $0
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.06K
New
$24.9K - $25.1K
1.06K $0
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
900
New
$21.1K - $21.3K
900 $0
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
864
+ 0.35%
$20.3K - $20.5K
249K $0
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
634
+ 7.2%
$14.9K - $15K
9.44K $0
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

BUY
 -
215
+ 1.04%
$5.05K - $5.09K
21K $0
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
104
+ 1.21%
$2.44K - $2.46K
8.67K $0
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
56
+ 0.28%
$1.32K - $1.33K
20.2K $0
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
14
+ 0.04%
$329 - $332
31.2K $0
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1
New
$23.5 - $23.7
1 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 19, 2023 Q3 2023
Northstar Group, Inc.

SELL
 -
-199
- 0.39%
$4.67K - $4.71K
51.2K $0
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-291
- 1.65%
$6.84K - $6.89K
17.4K $0
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-395
- 2.81%
$9.28K - $9.35K
13.7K $0
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-825
- 10.12%
$19.4K - $19.5K
7.33K $0
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
SELL
 -
-1.5K
- 42.15%
$35.3K - $35.5K
2.06K $0
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.87K
- 5.33%
$43.9K - $44.3K
33.2K $0
Nov 08, 2023 Q3 2023
Bbjs Financial Advisors, LLC

Seattle, WA
SELL
 -
-2K
- 20.62%
$47K - $47.4K
7.7K $0
Oct 31, 2023 Q3 2023
Straight Path Wealth Management

SELL
 -
-2.01K
- 8.23%
$47.1K - $47.5K
22.4K $0
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.02K
- 5.3%
$47.5K - $47.9K
36.2K $0
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-2.19K
- 14.94%
$51.4K - $51.8K
12.5K $0
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

SELL
 -
-2.59K
- 0.91%
$60.9K - $61.4K
283K $0
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

SELL
 -
-2.61K
- 6.63%
$61.3K - $61.8K
36.8K $0
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

SELL
 -
-3.02K
- 16.62%
$71K - $71.6K
15.2K $0
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-3.26K
- 7.29%
$76.5K - $77.1K
41.4K $0
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-3.61K
- 25.51%
$84.8K - $85.5K
10.5K $0
Nov 13, 2023 Q3 2023
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-3.75K
- 2.39%
$88.1K - $88.8K
153K $0
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-4.39K
- 80.46%
$103K - $104K
1.07K $0
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
SELL
 -
-5.18K
- 17.81%
$122K - $123K
23.9K $0
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-5.59K
- 6.79%
$131K - $132K
76.8K $0
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

SELL
 -
-8.77K
- 46.85%
$206K - $208K
9.95K $0
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
SELL
 -
-22.7K
- 13.72%
$532K - $536K
142K $0

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