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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.44K- 1.99% |
$56.4K - $56.9K
|
120K
$2.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.35% |
$57.2K - $57.6K
|
103K
$2.39M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3K- 18.05% |
$69.3K - $69.9K
|
13.6K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.84K- 5.34% |
$88.7K - $89.4K
|
68K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 27.28% |
$107K - $108K
|
12.4K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5K- 24.56% |
$116K - $116K
|
15.4K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.89K- 15.76% |
$136K - $137K
|
31.5K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.61K- 16.57% |
$153K - $154K
|
33.3K
$773K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.6K- 64.07% |
$176K - $177K
|
4.26K
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.85K- 24.23% |
$205K - $206K
|
27.7K
$643K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-9.52K- 14.25% |
$220K - $222K
|
57.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.56K- 13.25% |
$221K - $223K
|
62.5K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.2K- 33.17% |
$236K - $238K
|
20.6K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.3K- 39.82% |
$308K - $310K
|
20.1K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.8K- 57.94% |
$319K - $322K
|
10K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19.3K- 17.52% |
$447K - $450K
|
91K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.8K- 8.08% |
$574K - $578K
|
282K
$6.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-29.2K- 40.29% |
$674K - $679K
|
43.2K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30.6K- 72.06% |
$708K - $714K
|
11.9K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.8K- 35.13% |
$851K - $857K
|
68K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-42.5K- 15.68% |
$981K - $989K
|
228K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.8K- 68.27% |
$989K - $997K
|
19.9K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.8K- 21.91% |
$1.04M - $1.04M
|
160K
$3.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-79.1K- 38.87% |
$1.83M - $1.84M
|
124K
$2.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.6K- 72.59% |
$2.23M - $2.25M
|
36.5K
$846K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 49.79% |
$2.33M - $2.34M
|
101K
$2.36M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-103K- 90.69% |
$2.37M - $2.39M
|
10.5K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-103K- 90.69% |
$2.37M - $2.39M
|
10.5K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-119K- 45.19% |
$2.75M - $2.77M
|
145K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-144K- 69.55% |
$3.32M - $3.34M
|
62.9K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-151K- 31.62% |
$3.49M - $3.52M
|
327K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-176K- 92.77% |
$4.07M - $4.11M
|
13.7K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-190K- 28.15% |
$4.39M - $4.43M
|
485K
$11.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-330K- 75.44% |
$7.63M - $7.69M
|
107K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-525K- 66.1% |
$12.1M - $12.2M
|
269K
$6.25M
|