Purchases and Sales Made in Q3 2024 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
126KNew |
$2.92M - $2.94M
|
126K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
120KNew |
$2.77M - $2.8M
|
120K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
61.7K+ 92.35% |
$1.43M - $1.44M
|
129K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
49.1KNew |
$1.14M - $1.14M
|
49.1K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 2.96% |
$856K - $863K
|
1.29M
$29.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.1KNew |
$603K - $607K
|
26.1K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.1KNew |
$603K - $607K
|
26.1K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6K+ 11.07% |
$244K - $246K
|
106K
$2.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8.49K+ 3.2% |
$196K - $198K
|
274K
$6.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.17K+ 1.77% |
$189K - $190K
|
469K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.82K+ 15.33% |
$134K - $135K
|
43.8K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.58K+ 181.46% |
$129K - $130K
|
8.66K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.65K+ 20.25% |
$108K - $108K
|
27.6K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.36K+ 4.55% |
$101K - $101K
|
100K
$2.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 2.67% |
$62.3K - $62.8K
|
104K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.62K+ 0.57% |
$60.4K - $60.9K
|
464K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.27K+ 15.15% |
$52.5K - $52.9K
|
17.3K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2K+ 4.33% |
$46.1K - $46.5K
|
48K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 5.2% |
$35.5K - $35.8K
|
31.1K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 1.47% |
$32.2K - $32.5K
|
96.5K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.21K+ 2.04% |
$28K - $28.2K
|
60.7K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
952+ 1.91% |
$22K - $22.2K
|
50.7K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
825+ 4.35% |
$19.1K - $19.2K
|
19.8K
$460K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
710+ 3.12% |
$16.4K - $16.5K
|
23.4K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
673+ 7.15% |
$15.6K - $15.7K
|
10.1K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
664+ 4.18% |
$15.3K - $15.5K
|
16.6K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
549+ 1.52% |
$12.7K - $12.8K
|
36.6K
$850K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
493+ 0.61% |
$11.4K - $11.5K
|
81K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
410+ 1.21% |
$9.48K - $9.55K
|
34.2K
$794K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
358+ 1.63% |
$8.27K - $8.34K
|
22.3K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
304+ 1.54% |
$7.03K - $7.08K
|
20.1K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
267+ 1.43% |
$6.17K - $6.22K
|
18.9K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
259New |
$5.99K - $6.03K
|
259
$6.01K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
136+ 1.52% |
$3.14K - $3.17K
|
9.06K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
83+ 0.6% |
$1.92K - $1.93K
|
13.9K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
48+ 0.54% |
$1.11K - $1.12K
|
8.88K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
34+ 0.37% |
$786 - $792
|
9.13K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.24% |
$393 - $396
|
7.25K
$168K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 0.07% |
$300 - $303
|
19.6K
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.3% |
$231 - $233
|
779
$18.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6+ 0.07% |
$139 - $140
|
9.2K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$92.4 - $93.2
|
10.3K
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-47- 0.15% |
$1.09K - $1.09K
|
32K
$743K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-242- 2.68% |
$5.59K - $5.64K
|
8.77K
$204K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-258- 0.52% |
$5.96K - $6.01K
|
48.9K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-286- 0.41% |
$6.61K - $6.66K
|
69.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-550- 5.14% |
$12.7K - $12.8K
|
10.1K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-730- 3.44% |
$16.9K - $17K
|
20.5K
$476K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.64K- 3.56% |
$37.9K - $38.1K
|
44.4K
$1.03M
|