Purchases and Sales Made in Q3 2023 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.91K+ 10.92% |
$43.7K - $44.4K
|
19.4K
$450K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.59K+ 6.93% |
$36.4K - $36.9K
|
24.5K
$569K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.57K+ 8.63% |
$36K - $36.5K
|
19.8K
$459K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.09KNew |
$25.1K - $25.4K
|
1.09K
$25.4K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
454+ 2.83% |
$10.4K - $10.6K
|
16.5K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
312+ 2.8% |
$7.15K - $7.25K
|
11.4K
$266K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
247+ 0.6% |
$5.66K - $5.74K
|
41.3K
$959K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
237+ 1.87% |
$5.43K - $5.51K
|
12.9K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
168+ 0.97% |
$3.85K - $3.9K
|
17.5K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
126+ 0.38% |
$2.89K - $2.93K
|
33K
$765K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
21+ 0.07% |
$481 - $488
|
31.2K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.73% |
$229 - $232
|
587
$13.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.06% |
$137 - $139
|
10K
$232K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$91.6 - $93
|
10.3K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.59% |
$68.7 - $69.7
|
508
$11.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-87- 0.41% |
$1.99K - $2.02K
|
21K
$488K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-110- 0.96% |
$2.52K - $2.56K
|
11.3K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-263- 1.44% |
$6.03K - $6.11K
|
18K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-390- 0.62% |
$8.93K - $9.06K
|
62.2K
$1.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-761- 3.54% |
$17.4K - $17.7K
|
20.7K
$481K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 0.38% |
$23.2K - $23.6K
|
267K
$6.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.18K- 12.74% |
$50K - $50.7K
|
14.9K
$347K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.54K- 2.89% |
$58.3K - $59.1K
|
85.4K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.1K- 3.6% |
$93.9K - $95.3K
|
110K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6.8K- 6.78% |
$156K - $158K
|
93.5K
$2.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-8.6K- 7.02% |
$197K - $200K
|
114K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-10K- 12.8% |
$229K - $232K
|
68.1K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 5.85% |
$342K - $347K
|
240K
$5.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-24.5K- 12.52% |
$560K - $568K
|
171K
$3.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-62.5K- 69.88% |
$1.43M - $1.45M
|
26.9K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-998K- 94.97% |
$22.9M - $23.2M
|
52.9K
$1.23M
|