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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
551+ 8.29% |
$12.8K - $12.9K
|
7.2K
$167K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
523+ 2.91% |
$12.1K - $12.2K
|
18.5K
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
473+ 3.84% |
$11K - $11.1K
|
12.8K
$297K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
431+ 0.66% |
$9.98K - $10.1K
|
65.4K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
195+ 32.18% |
$4.52K - $4.56K
|
801
$18.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
123+ 0.84% |
$2.85K - $2.88K
|
14.8K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
115+ 0.59% |
$2.66K - $2.69K
|
19.5K
$452K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
95+ 1.09% |
$2.2K - $2.22K
|
8.78K
$204K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
24+ 0.27% |
$556 - $561
|
9.06K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.06% |
$185 - $187
|
760
$17.6K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$69.5 - $70.1
|
10.3K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.15% |
$23.2 - $23.4
|
88
$2.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-8- 0.07% |
$185 - $187
|
11K
$255K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-52- 5.9% |
$1.2K - $1.22K
|
829
$19.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-79- 0.65% |
$1.83K - $1.85K
|
12.1K
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-250- 20.0% |
$5.79K - $5.85K
|
1K
$23.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-413- 2.31% |
$9.57K - $9.66K
|
17.5K
$406K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-423- 2.24% |
$9.8K - $9.89K
|
18.4K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-611- 6.42% |
$14.2K - $14.3K
|
8.9K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-640- 2.65% |
$14.8K - $15K
|
23.6K
$547K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-861- 4.77% |
$19.9K - $20.1K
|
17.2K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-872- 3.33% |
$20.2K - $20.4K
|
25.3K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-913- 35.85% |
$21.1K - $21.3K
|
1.63K
$37.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.12K- 6.9% |
$25.8K - $26.1K
|
15K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.64K- 9.42% |
$38.1K - $38.4K
|
15.8K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.29K- 5.12% |
$53.1K - $53.6K
|
42.5K
$987K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.57K- 14.48% |
$59.5K - $60K
|
15.2K
$352K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.69K- 5.66% |
$62.2K - $62.8K
|
44.8K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.33K- 13.57% |
$77.1K - $77.9K
|
21.2K
$493K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.2K- 22.46% |
$97.3K - $98.2K
|
14.5K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.41K- 4.95% |
$102K - $103K
|
84.6K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.49K- 17.53% |
$104K - $105K
|
21.1K
$490K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.62K- 1.05% |
$107K - $108K
|
437K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.92K- 5.65% |
$114K - $115K
|
82.3K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.93K- 49.07% |
$114K - $115K
|
5.11K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-6.08K- 5.4% |
$141K - $142K
|
106K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-7.07K- 24.46% |
$164K - $165K
|
21.8K
$507K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.19K- 38.9% |
$190K - $191K
|
12.9K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-9.77K- 37.74% |
$226K - $228K
|
16.1K
$374K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 1.78% |
$249K - $251K
|
594K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 11.88% |
$266K - $269K
|
85.3K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.6K- 38.09% |
$315K - $318K
|
22.1K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 30.77% |
$338K - $342K
|
32.9K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-16.8K- 19.26% |
$390K - $393K
|
70.5K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.3KClosed |
$448K - $452K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20K- 6.85% |
$464K - $468K
|
272K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.6K- 62.74% |
$501K - $506K
|
12.9K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.4K- 12.01% |
$682K - $688K
|
216K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-30.9K- 46.57% |
$716K - $723K
|
35.5K
$824K
|