Purchases and Sales Made in Q3 2022 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
121KNew |
$2.66M - $2.79M
|
121K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.8K+ 50.34% |
$1.89M - $1.99M
|
256K
$5.95M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.5KNew |
$1.69M - $1.77M
|
76.5K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69K+ 195.11% |
$1.52M - $1.6M
|
104K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.9K+ 53.06% |
$572K - $600K
|
74.8K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
23.7KNew |
$522K - $548K
|
23.7K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.8KNew |
$504K - $529K
|
22.8K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18.6KNew |
$411K - $431K
|
18.6K
$433K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18KNew |
$397K - $416K
|
18K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
BUY
|
- |
14.5K+ 16.03% |
$321K - $337K
|
105K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3KNew |
$294K - $308K
|
13.3K
$309K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 5.53% |
$291K - $305K
|
251K
$5.83M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13KNew |
$286K - $300K
|
13K
$301K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$276K - $289K
|
12.5K
$290K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$244K - $256K
|
11.1K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.71KNew |
$214K - $225K
|
9.71K
$226K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.03K+ 2.9% |
$111K - $116K
|
178K
$4.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.74K+ 34.14% |
$105K - $110K
|
18.6K
$433K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.63K+ 14.61% |
$58K - $60.8K
|
20.6K
$478K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.3KNew |
$28.7K - $30.1K
|
1.3K
$30.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
658+ 0.45% |
$14.5K - $15.2K
|
146K
$3.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
348+ 1.79% |
$7.68K - $8.05K
|
19.7K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
237+ 0.08% |
$5.23K - $5.48K
|
302K
$7.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
131New |
$2.89K - $3.03K
|
131
$3.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
120New |
$2.65K - $2.78K
|
120
$2.79K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-43- 0.23% |
$949 - $995
|
18.4K
$428K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-600- 3.06% |
$13.2K - $13.9K
|
19K
$442K
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.15K- 9.07% |
$25.3K - $26.5K
|
11.5K
$266K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.43K- 7.17% |
$31.5K - $33.1K
|
18.5K
$430K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.7K- 20.97% |
$59.6K - $62.5K
|
10.2K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.68K- 4.58% |
$103K - $108K
|
97.3K
$2.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.87K- 14.92% |
$174K - $182K
|
44.9K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.3K- 21.96% |
$954K - $1M
|
154K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-131K- 68.42% |
$2.9M - $3.04M
|
60.6K
$1.41M
|