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 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
16+ 0.18% |
$370 - $372
|
9.02K
$209K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.18% |
$208 - $210
|
769
$17.9K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$69.4 - $69.8
|
10.3K
$240K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-66- 0.74% |
$1.53K - $1.54K
|
8.84K
$205K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-69- 0.74% |
$1.6K - $1.61K
|
9.31K
$216K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-186- 0.93% |
$4.3K - $4.33K
|
19.8K
$459K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-214- 2.22% |
$4.95K - $4.98K
|
9.41K
$218K
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-500- 0.47% |
$11.6K - $11.6K
|
105K
$2.45M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-500- 4.47% |
$11.6K - $11.6K
|
10.7K
$248K
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-505- 2.15% |
$11.7K - $11.8K
|
23K
$533K
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-571- 2.94% |
$13.2K - $13.3K
|
18.9K
$438K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-864- 4.94% |
$20K - $20.1K
|
16.6K
$386K
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.1K- 2.52% |
$25.5K - $25.6K
|
42.5K
$987K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11K- 7.38% |
$25.7K - $25.9K
|
13.9K
$324K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.61K- 6.81% |
$37.1K - $37.4K
|
21.9K
$510K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.68K- 0.62% |
$38.9K - $39.1K
|
271K
$6.29M
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.8K- 16.33% |
$41.5K - $41.8K
|
9.2K
$214K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 1.38% |
$43K - $43.3K
|
133K
$3.09M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.91K- 14.86% |
$44.2K - $44.5K
|
11K
$254K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 16.82% |
$47.1K - $47.4K
|
10.1K
$234K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-2.79K- 5.37% |
$64.6K - $65K
|
49.2K
$1.14M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.26K- 63.73% |
$75.4K - $75.8K
|
1.85K
$43K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.57K- 16.89% |
$82.5K - $83K
|
17.5K
$407K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.72K- 5.27% |
$86K - $86.6K
|
66.8K
$1.55M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.99K- 27.5% |
$92.3K - $92.8K
|
10.5K
$244K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.03K- 3.52% |
$93.1K - $93.7K
|
110K
$2.56M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.26K- 26.44% |
$98.6K - $99.2K
|
11.9K
$275K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.06K- 22.89% |
$117K - $118K
|
17K
$395K
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.47K- 15.21% |
$150K - $151K
|
36.1K
$837K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-7.24K- 33.19% |
$168K - $169K
|
14.6K
$339K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-7.83K- 10.49% |
$181K - $182K
|
66.8K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.19K- 47.56% |
$213K - $214K
|
10.1K
$235K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.34K- 12.96% |
$216K - $217K
|
62.7K
$1.46M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.4K- 12.63% |
$240K - $242K
|
71.9K
$1.67M
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 45.1% |
$264K - $266K
|
13.9K
$323K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-11.7K- 45.82% |
$270K - $272K
|
13.8K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.3K- 15.54% |
$307K - $309K
|
72.1K
$1.67M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 6.34% |
$317K - $318K
|
202K
$4.69M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-14.9K- 17.59% |
$344K - $346K
|
69.7K
$1.62M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 22.92% |
$347K - $349K
|
50.4K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.3K- 7.35% |
$563K - $567K
|
307K
$7.13M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.3K- 7.35% |
$563K - $567K
|
307K
$7.13M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29K- 6.22% |
$672K - $676K
|
438K
$10.2M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-34.1K- 32.0% |
$788K - $793K
|
72.4K
$1.68M
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-36.5K- 2.84% |
$845K - $850K
|
1.25M
$29M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-44.7K- 99.7% |
$1.03M - $1.04M
|
133
$3.09K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 14.25% |
$3.05M - $3.07M
|
794K
$18.4M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133K- 22.33% |
$3.07M - $3.09M
|
461K
$10.7M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-154K- 79.46% |
$3.57M - $3.59M
|
39.9K
$926K
|