Purchases and Sales Made in Q4 2023 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16M+ 73.77% |
$26.8M - $27.1M
|
2.74M
$63.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
465K+ 106.39% |
$10.7M - $10.8M
|
901K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395K+ 955.76% |
$9.09M - $9.21M
|
436K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
302K+ 485.31% |
$6.95M - $7.04M
|
364K
$8.46M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
188K+ 70.54% |
$4.33M - $4.39M
|
455K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
184KNew |
$4.23M - $4.28M
|
184K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
180K+ 16.68% |
$4.15M - $4.2M
|
1.26M
$29.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157KNew |
$3.61M - $3.66M
|
157K
$3.65M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 51.13% |
$3.61M - $3.66M
|
464K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 31.68% |
$3.34M - $3.39M
|
604K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104K+ 6.76% |
$2.4M - $2.43M
|
1.65M
$38.3M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
86.4KNew |
$1.99M - $2.01M
|
86.4K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.9K+ 22.76% |
$1.81M - $1.84M
|
426K
$9.88M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68.4K+ 30.52% |
$1.57M - $1.59M
|
292K
$6.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
66.1KNew |
$1.52M - $1.54M
|
66.1K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.3K+ 112.14% |
$1.36M - $1.38M
|
112K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.9K+ 13.99% |
$1.31M - $1.33M
|
464K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
51.7KNew |
$1.19M - $1.2M
|
51.7K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
47.5KNew |
$1.09M - $1.11M
|
47.5K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
43.6KNew |
$1M - $1.02M
|
43.6K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.5K+ 333.45% |
$840K - $851K
|
47.5K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35.7KNew |
$820K - $831K
|
35.7K
$828K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.6K+ 132.75% |
$795K - $805K
|
60.6K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
33.8K+ 108.29% |
$777K - $787K
|
65K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
30.5K+ 8.73% |
$700K - $710K
|
379K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.9KNew |
$665K - $673K
|
28.9K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3K+ 308.95% |
$628K - $636K
|
36.2K
$839K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.2K+ 41.21% |
$602K - $610K
|
89.7K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
23.7K+ 2166.64% |
$545K - $552K
|
24.8K
$576K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 22.76% |
$506K - $513K
|
119K
$2.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
20.5K+ 23.53% |
$471K - $477K
|
107K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.4KNew |
$469K - $475K
|
20.4K
$473K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.1K+ 11.98% |
$462K - $468K
|
188K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 18.15% |
$456K - $462K
|
129K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
18.1KNew |
$415K - $421K
|
18.1K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
18KNew |
$414K - $419K
|
18K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
17.7K+ 31.17% |
$408K - $413K
|
74.7K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.2KNew |
$397K - $402K
|
17.2K
$401K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
16.9K+ 19.45% |
$388K - $394K
|
104K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 77.99% |
$348K - $352K
|
34.5K
$801K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
14K+ 41.55% |
$322K - $326K
|
47.7K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14KNew |
$321K - $325K
|
14K
$324K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.5KNew |
$309K - $314K
|
13.5K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 2.88% |
$284K - $288K
|
442K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7KNew |
$270K - $273K
|
11.7K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.4K+ 13.37% |
$263K - $266K
|
96.9K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$253K - $256K
|
11K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7KNew |
$246K - $250K
|
10.7K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.58KNew |
$220K - $223K
|
9.58K
$222K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.56K+ 43.0% |
$220K - $223K
|
31.8K
$738K
|