Purchases and Sales Made in Q2 2023 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.39K+ 7.19% |
$31.6K - $32K
|
20.7K
$480K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.13K+ 11.28% |
$25.7K - $26K
|
11.1K
$258K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 67.9% |
$23.5K - $23.8K
|
2.55K
$59.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 67.9% |
$23.5K - $23.8K
|
2.55K
$59.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
814+ 1.05% |
$18.5K - $18.8K
|
78.1K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
543+ 4.48% |
$12.4K - $12.5K
|
12.7K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500New |
$11.4K - $11.5K
|
500
$11.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
366+ 1.84% |
$8.34K - $8.45K
|
20.2K
$470K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
354+ 2.02% |
$8.06K - $8.17K
|
17.8K
$414K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 1.99% |
$6.83K - $6.92K
|
15.4K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247New |
$5.63K - $5.7K
|
247
$5.74K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
90New |
$2.05K - $2.08K
|
90
$2.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
86+ 2.55% |
$1.96K - $1.98K
|
3.46K
$80.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
48+ 0.15% |
$1.09K - $1.11K
|
32.8K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
21+ 0.07% |
$478 - $485
|
31.2K
$724K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.76% |
$228 - $231
|
577
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$91.1 - $92.3
|
10.3K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-9- 0.05% |
$205 - $208
|
17.1K
$398K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-45- 3.47% |
$1.03K - $1.04K
|
1.25K
$29K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-61- 0.27% |
$1.39K - $1.41K
|
22.9K
$532K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-169- 1.45% |
$3.85K - $3.9K
|
11.4K
$266K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 1.38% |
$5.7K - $5.77K
|
17.9K
$416K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-539- 0.42% |
$12.3K - $12.4K
|
127K
$2.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-696- 3.14% |
$15.9K - $16.1K
|
21.5K
$499K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.2K- 10.78% |
$50.1K - $50.8K
|
18.2K
$423K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.31K- 8.83% |
$75.3K - $76.3K
|
34.1K
$792K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4K- 30.77% |
$91.1K - $92.3K
|
9K
$209K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-8.8K- 8.95% |
$200K - $203K
|
89.5K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.11K- 24.73% |
$208K - $210K
|
27.7K
$644K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.3K- 58.56% |
$485K - $491K
|
15.1K
$350K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.3K- 14.17% |
$531K - $538K
|
141K
$3.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-36.8K- 60.68% |
$838K - $849K
|
23.8K
$553K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40K- 31.27% |
$912K - $924K
|
88K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.8K- 68.69% |
$1.11M - $1.13M
|
22.2K
$517K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.7K- 13.4% |
$1.15M - $1.17M
|
328K
$7.61M
|