Purchases and Sales Made in Q1 2023 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2025 TERM HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
587K+ 239.59% |
$13.2M - $13.5M
|
831K
$19.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
575K+ 453.46% |
$12.9M - $13.3M
|
702K
$16.2M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
258K+ 2494.74% |
$5.81M - $5.96M
|
269K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
210K+ 250.89% |
$4.73M - $4.85M
|
294K
$6.81M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
189KNew |
$4.24M - $4.35M
|
189K
$4.37M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140K+ 78.13% |
$3.15M - $3.23M
|
320K
$7.4M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 34.9% |
$2.74M - $2.81M
|
470K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
43.4KNew |
$976K - $1M
|
43.4K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.3K+ 30.31% |
$950K - $975K
|
182K
$4.21M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.4KNew |
$930K - $954K
|
41.4K
$957K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.9KNew |
$627K - $644K
|
27.9K
$646K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
26.9KNew |
$605K - $620K
|
26.9K
$623K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
26.2KNew |
$588K - $604K
|
26.2K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
19.4KNew |
$435K - $446K
|
19.4K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
17.1KNew |
$384K - $394K
|
17.1K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.1K+ 197.9% |
$362K - $371K
|
24.2K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 9.53% |
$326K - $334K
|
166K
$3.85M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
13.6KNew |
$306K - $314K
|
13.6K
$315K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.3K+ 10.34% |
$298K - $306K
|
141K
$3.27M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 7.01% |
$289K - $296K
|
196K
$4.54M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.4K+ 9.39% |
$279K - $286K
|
144K
$3.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.1KNew |
$271K - $278K
|
12.1K
$279K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.4KNew |
$257K - $264K
|
11.4K
$265K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5.74K+ 20.24% |
$129K - $132K
|
34.1K
$790K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.5K+ 47.84% |
$124K - $127K
|
17K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.75K+ 9.72% |
$84.2K - $86.4K
|
42.3K
$979K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.7KNew |
$83.2K - $85.3K
|
3.7K
$85.7K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.54KNew |
$79.6K - $81.7K
|
3.54K
$82K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.53K+ 13.1% |
$79.3K - $81.3K
|
30.4K
$705K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.52K+ 25.1% |
$79.2K - $81.2K
|
17.6K
$406K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.27K+ 11.0% |
$73.5K - $75.4K
|
33K
$764K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.95K+ 8.28% |
$66.4K - $68.1K
|
38.6K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.33KNew |
$52.4K - $53.8K
|
2.33K
$54K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 0.79% |
$42.6K - $43.7K
|
241K
$5.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.76KNew |
$39.5K - $40.5K
|
1.76K
$40.6K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
821+ 0.41% |
$18.5K - $18.9K
|
203K
$4.7M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
685+ 21.73% |
$15.4K - $15.8K
|
3.84K
$88.8K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
600+ 150.0% |
$13.5K - $13.8K
|
1K
$23.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510New |
$11.5K - $11.8K
|
510
$11.8K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
490+ 53.32% |
$11K - $11.3K
|
1.41K
$32.6K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
256+ 0.1% |
$5.75K - $5.9K
|
269K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
101+ 0.95% |
$2.27K - $2.33K
|
10.8K
$249K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
94+ 0.9% |
$2.11K - $2.17K
|
10.5K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-50- 0.49% |
$1.12K - $1.15K
|
10.1K
$234K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-54- 0.31% |
$1.21K - $1.25K
|
17.2K
$397K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-100- 0.5% |
$2.25K - $2.31K
|
19.8K
$459K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 7.61% |
$2.61K - $2.67K
|
1.41K
$32.6K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-249- 1.05% |
$5.6K - $5.74K
|
23.4K
$542K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-428- 4.44% |
$9.62K - $9.87K
|
9.2K
$213K
|