Purchases and Sales Made in Q4 2022 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.11K- 10.09% |
$25.8K - $26K
|
9.85K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-2.34K- 8.15% |
$54.7K - $55.1K
|
26.4K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.43K- 77.51% |
$103K - $104K
|
1.29K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.67K- 5.97% |
$132K - $133K
|
89.2K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.8K- 30.65% |
$182K - $183K
|
17.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.9K- 3.36% |
$253K - $255K
|
313K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-18.1K- 29.93% |
$422K - $425K
|
42.3K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-18.1K- 74.76% |
$423K - $426K
|
6.12K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59.2K- 61.89% |
$1.38M - $1.39M
|
36.5K
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-99.6K- 72.01% |
$2.33M - $2.34M
|
38.7K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-110K- 29.62% |
$2.58M - $2.6M
|
262K
$0
|