Purchases and Sales Made in Q4 2022 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
4.21KNew |
$93.4K - $96.8K
|
4.21K
$97.7K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.91K+ 5.06% |
$86.8K - $90K
|
81.2K
$1.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.57K+ 31.08% |
$79.2K - $82K
|
15K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.06KNew |
$23.5K - $24.3K
|
1.06K
$24.6K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03KNew |
$22.9K - $23.8K
|
1.03K
$24K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$22.2K - $23K
|
1K
$23.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
540+ 4.88% |
$12K - $12.4K
|
11.6K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
BUY
|
- |
450+ 7.27% |
$9.99K - $10.4K
|
6.64K
$154K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 33.33% |
$9.99K - $10.4K
|
1.8K
$41.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400New |
$8.88K - $9.2K
|
400
$9.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
322New |
$7.15K - $7.41K
|
322
$7.48K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
295+ 6.56% |
$6.55K - $6.79K
|
4.79K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$2.22K - $2.3K
|
100
$2.32K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
90New |
$2K - $2.07K
|
90
$2.09K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 1.92% |
$555 - $575
|
1.33K
$30.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-6- 0.03% |
$133 - $138
|
23.7K
$550K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.34K- 7.18% |
$29.7K - $30.8K
|
17.3K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.37K- 1.13% |
$30.3K - $31.4K
|
119K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-8.38K- 7.95% |
$186K - $193K
|
97K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.8K- 11.53% |
$772K - $801K
|
267K
$6.2M
|