Purchases and Sales Made in Q4 2021 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
100KNew |
$2.44M - $2.48M
|
100K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.2K+ 127.1% |
$1.78M - $1.8M
|
131K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.9K+ 55.68% |
$895K - $909K
|
103K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 32.87% |
$779K - $792K
|
130K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
30K+ 76.92% |
$728K - $740K
|
69K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
19.2KNew |
$465K - $473K
|
19.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.8K+ 7.21% |
$456K - $463K
|
279K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18KNew |
$436K - $443K
|
18K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16.7K+ 80.42% |
$404K - $411K
|
37.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15K+ 5.92% |
$365K - $371K
|
269K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.19KNew |
$199K - $202K
|
8.19K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.78K+ 85.29% |
$189K - $192K
|
16.9K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
6.38K+ 17.36% |
$155K - $157K
|
43.1K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.34K+ 31.67% |
$130K - $132K
|
22.2K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.49K+ 14.7% |
$60.3K - $61.3K
|
19.4K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 5.28% |
$41.2K - $41.8K
|
33.8K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.68K+ 11.34% |
$40.6K - $41.3K
|
16.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
633New |
$15.4K - $15.6K
|
633
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
409+ 3.66% |
$9.92K - $10.1K
|
11.6K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
93+ 0.42% |
$2.26K - $2.29K
|
22.1K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-9- 0.01% |
$218 - $222
|
78.8K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-461- 1.1% |
$11.2K - $11.4K
|
41.5K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-851- 4.62% |
$20.6K - $21K
|
17.6K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-10.2K- 45.55% |
$246K - $250K
|
12.1K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-16.9KClosed |
$411K - $418K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.1KClosed |
$972K - $988K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-47.6K- 75.36% |
$1.16M - $1.17M
|
15.6K
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-109K- 88.55% |
$2.64M - $2.68M
|
14.1K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-234KClosed |
$5.68M - $5.77M
|
0
$0
|