Purchases and Sales Made in Q2 2024 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
290K+ 75.13% |
$6.71M - $6.75M
|
676K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
113KNew |
$2.62M - $2.63M
|
113K
$2.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
111K+ 72.82% |
$2.57M - $2.59M
|
264K
$6.12M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103K+ 974.39% |
$2.37M - $2.39M
|
113K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72.1K+ 313.16% |
$1.67M - $1.68M
|
95.1K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
42.9K+ 6.91% |
$993K - $999K
|
664K
$15.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.8K+ 62.64% |
$899K - $904K
|
101K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
37.4KNew |
$866K - $871K
|
37.4K
$868K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32KNew |
$741K - $746K
|
32K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 261.26% |
$664K - $668K
|
39.7K
$921K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
24.6K+ 106.75% |
$569K - $572K
|
47.6K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.9KNew |
$552K - $555K
|
23.9K
$554K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.7K+ 5.41% |
$547K - $551K
|
461K
$10.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.4K+ 12.93% |
$541K - $545K
|
204K
$4.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.8KNew |
$504K - $507K
|
21.8K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.5K+ 29.1% |
$498K - $501K
|
95.4K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2K+ 74.04% |
$490K - $493K
|
49.8K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
21.1KNew |
$487K - $490K
|
21.1K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.9K+ 26.25% |
$461K - $463K
|
95.7K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.79% |
$336K - $338K
|
265K
$6.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5K+ 6.44% |
$289K - $291K
|
206K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 31.19% |
$253K - $255K
|
46K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10.4K+ 9.29% |
$241K - $243K
|
123K
$2.85M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.06K+ 12.69% |
$210K - $211K
|
80.5K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.87KNew |
$205K - $207K
|
8.87K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.34K+ 33.04% |
$170K - $171K
|
29.5K
$686K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.11K+ 11.6% |
$165K - $166K
|
68.4K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.35KNew |
$101K - $101K
|
4.35K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.26K+ 16.03% |
$98.6K - $99.2K
|
30.8K
$716K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.42K+ 0.72% |
$79.1K - $79.6K
|
478K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.15K+ 18.3% |
$72.9K - $73.3K
|
20.4K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.34K+ 12.41% |
$54.2K - $54.5K
|
21.2K
$493K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.31K+ 5.28% |
$53.4K - $53.7K
|
46K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.12K+ 5.92% |
$49.1K - $49.4K
|
38K
$881K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.89K+ 158.84% |
$43.7K - $43.9K
|
3.08K
$71.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.7K+ 9.52% |
$39.3K - $39.6K
|
19.5K
$454K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.52K+ 7.17% |
$35.2K - $35.4K
|
22.7K
$528K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.38K+ 9.52% |
$32K - $32.2K
|
15.9K
$369K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.26K+ 2.16% |
$29.1K - $29.3K
|
59.5K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.3K
|
1K
$23.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
575+ 1.62% |
$13.3K - $13.4K
|
36K
$837K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
565New |
$13.1K - $13.2K
|
565
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
537+ 1.63% |
$12.4K - $12.5K
|
33.4K
$776K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
483+ 2.61% |
$11.2K - $11.2K
|
19K
$441K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
226+ 1.23% |
$5.23K - $5.26K
|
18.7K
$434K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
223New |
$5.16K - $5.19K
|
223
$5.18K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
160+ 1.08% |
$3.7K - $3.72K
|
15K
$348K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
142+ 1.62% |
$3.29K - $3.31K
|
8.92K
$207K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
37+ 0.41% |
$856 - $861
|
9.1K
$211K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
34+ 0.47% |
$787 - $792
|
7.23K
$168K
|