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 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-360- 1.79% |
$8.28K - $8.39K
|
19.8K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-913- 35.85% |
$21K - $21.3K
|
1.63K
$37.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.47K- 1.29% |
$33.9K - $34.3K
|
113K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.76K- 2.58% |
$40.4K - $40.9K
|
66.4K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.15K- 10.21% |
$49.4K - $50K
|
18.9K
$438K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.77K- 22.53% |
$63.6K - $64.5K
|
9.51K
$221K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-3.07K- 12.06% |
$70.6K - $71.6K
|
22.4K
$520K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.94K- 26.39% |
$90.7K - $91.9K
|
11K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6.16K- 6.59% |
$142K - $144K
|
87.4K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.21K- 6.65% |
$143K - $145K
|
87.2K
$2.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-7.06K- 21.43% |
$162K - $165K
|
25.9K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-7.61K- 28.24% |
$175K - $177K
|
19.3K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 24.72% |
$254K - $257K
|
33.6K
$780K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.6K- 49.0% |
$542K - $549K
|
24.5K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-30.1K- 77.64% |
$692K - $701K
|
8.67K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-80.9K- 6.1% |
$1.86M - $1.88M
|
1.25M
$28.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-81.8K- 47.89% |
$1.88M - $1.91M
|
89K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-94K- 7.55% |
$2.16M - $2.19M
|
1.15M
$26.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-95.9K- 75.51% |
$2.21M - $2.23M
|
31.1K
$722K
|