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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
9.04KNew |
$208K - $211K
|
9.04K
$210K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
8.75K+ 24.25% |
$201K - $204K
|
44.8K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.7KNew |
$200K - $203K
|
8.7K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.7KNew |
$200K - $203K
|
8.7K
$202K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.68KNew |
$200K - $202K
|
8.68K
$202K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
8.64KNew |
$199K - $201K
|
8.64K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.65KNew |
$153K - $155K
|
6.65K
$154K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.48KNew |
$149K - $151K
|
6.48K
$150K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.83K+ 29.5% |
$134K - $136K
|
25.6K
$595K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.71K+ 3.93% |
$131K - $133K
|
151K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.16K+ 2.15% |
$119K - $120K
|
245K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.73K+ 41.32% |
$109K - $110K
|
16.2K
$375K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.62K+ 45.72% |
$106K - $108K
|
14.7K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.91K+ 5.64% |
$89.8K - $91K
|
73.2K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.84K+ 15.65% |
$88.2K - $89.4K
|
28.3K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.58K+ 20.49% |
$82.3K - $83.4K
|
21.1K
$489K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39KNew |
$77.9K - $78.9K
|
3.39K
$78.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.15K+ 2.87% |
$72.5K - $73.4K
|
113K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.66K+ 16.37% |
$61.1K - $61.9K
|
18.9K
$438K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.59K+ 9.48% |
$59.6K - $60.3K
|
29.9K
$694K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.2K+ 13.34% |
$50.6K - $51.3K
|
18.7K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.15KNew |
$49.5K - $50.1K
|
2.15K
$49.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05KNew |
$47.2K - $47.8K
|
2.05K
$47.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 7.76% |
$43.4K - $43.9K
|
26.2K
$608K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.84K+ 8.85% |
$42.2K - $42.8K
|
22.6K
$524K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.73K+ 16.33% |
$39.8K - $40.3K
|
12.3K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.54K+ 9.33% |
$35.4K - $35.9K
|
18.1K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.27K+ 5.55% |
$29.3K - $29.7K
|
24.2K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
900+ 8.72% |
$20.7K - $21K
|
11.2K
$261K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
881New |
$20.3K - $20.5K
|
881
$20.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
772+ 5.98% |
$17.8K - $18K
|
13.7K
$318K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
606New |
$13.9K - $14.1K
|
606
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
435+ 3.25% |
$10K - $10.1K
|
13.8K
$321K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
431+ 3.15% |
$9.91K - $10K
|
14.1K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
318New |
$7.31K - $7.41K
|
318
$7.38K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
250+ 2.21% |
$5.75K - $5.83K
|
11.6K
$269K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$5.18K - $5.24K
|
225
$5.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
198New |
$4.55K - $4.61K
|
198
$4.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
165+ 28.11% |
$3.8K - $3.84K
|
752
$17.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
87New |
$2K - $2.03K
|
87
$2.02K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 0.14% |
$1.96K - $1.98K
|
60.7K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
79+ 0.65% |
$1.82K - $1.84K
|
12.2K
$283K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$414 - $419
|
18
$418
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$92 - $93.2
|
10.3K
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.59% |
$69 - $69.9
|
505
$11.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-27- 0.27% |
$621 - $629
|
10K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-225- 1.25% |
$5.18K - $5.24K
|
17.7K
$412K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-333- 0.81% |
$7.66K - $7.76K
|
41K
$952K
|