Purchases and Sales Made in Q1 2024 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2024 TERM HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
270K+ 241.04% |
$6.26M - $6.32M
|
383K
$8.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
251KNew |
$5.81M - $5.86M
|
251K
$5.82M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
241K+ 63.65% |
$5.59M - $5.65M
|
621K
$14.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
158K+ 437.28% |
$3.66M - $3.7M
|
194K
$4.51M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
136K+ 11.79% |
$3.14M - $3.17M
|
1.29M
$29.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
112KNew |
$2.6M - $2.62M
|
112K
$2.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
110K+ 30.21% |
$2.55M - $2.57M
|
474K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
72.1KNew |
$1.67M - $1.68M
|
72.1K
$1.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.1K+ 344.23% |
$1.11M - $1.12M
|
62K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
45.1K+ 42.02% |
$1.05M - $1.06M
|
153K
$3.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.2K+ 28.65% |
$1M - $1.01M
|
194K
$4.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.2K+ 125.64% |
$978K - $987K
|
75.8K
$1.76M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.9K+ 240.17% |
$715K - $722K
|
43.7K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.6KNew |
$708K - $714K
|
30.6K
$709K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
30.4K+ 74.26% |
$705K - $712K
|
71.4K
$1.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.2K+ 6.91% |
$698K - $705K
|
467K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
28.3K+ 94.64% |
$655K - $662K
|
58.2K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.7KNew |
$617K - $623K
|
26.7K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
25.5KNew |
$590K - $595K
|
25.5K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.2K+ 2.8% |
$584K - $590K
|
926K
$21.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.3K+ 7.93% |
$564K - $569K
|
331K
$7.69M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23KNew |
$533K - $538K
|
23K
$535K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23KNew |
$533K - $538K
|
23K
$534K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
21.3K+ 153.63% |
$492K - $497K
|
35.1K
$815K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 198.59% |
$440K - $445K
|
28.6K
$664K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.5KNew |
$336K - $339K
|
14.5K
$337K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 6.77% |
$317K - $320K
|
216K
$5.01M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 21.92% |
$308K - $311K
|
73.9K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5K+ 107.36% |
$266K - $269K
|
22.2K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11KNew |
$254K - $257K
|
11K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.7KNew |
$248K - $250K
|
10.7K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.38KNew |
$217K - $219K
|
9.38K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$200K - $202K
|
8.62K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.32K+ 75.63% |
$193K - $195K
|
19.3K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.2K+ 69.88% |
$190K - $192K
|
19.9K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.49K+ 26.42% |
$173K - $175K
|
35.8K
$832K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.2K+ 30.42% |
$144K - $145K
|
26.6K
$617K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 4.47% |
$134K - $135K
|
135K
$3.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.39K+ 32.63% |
$102K - $103K
|
17.8K
$414K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
4.32K+ 9.06% |
$100K - $101K
|
52K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.27K+ 18.95% |
$75.7K - $76.4K
|
20.5K
$476K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
2.08K+ 2.0% |
$48.1K - $48.6K
|
106K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.38K+ 1.22% |
$31.9K - $32.2K
|
114K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 13.72% |
$31.3K - $31.6K
|
11.2K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.19KNew |
$27.5K - $27.8K
|
1.19K
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.07K+ 4.31% |
$24.7K - $25K
|
25.9K
$601K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
908+ 4.02% |
$21K - $21.2K
|
23.5K
$545K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
841+ 6.15% |
$19.5K - $19.7K
|
14.5K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690New |
$16K - $16.1K
|
690
$16K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
589+ 0.97% |
$13.6K - $13.8K
|
61.3K
$1.42M
|