Purchases and Sales Made in Q1 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.61K+ 25.5% |
$83.3K - $84.7K
|
17.8K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 19.38% |
$50K - $50.8K
|
13.4K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.05K+ 681.73% |
$47.3K - $48.1K
|
2.35K
$54.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.51K+ 15.88% |
$34.8K - $35.4K
|
11K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.48K+ 31.05% |
$34K - $34.6K
|
6.23K
$145K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.24KNew |
$28.6K - $29.1K
|
1.24K
$28.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.21K+ 2.84% |
$27.9K - $28.4K
|
43.8K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 58.82% |
$23K - $23.4K
|
2.7K
$62.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
831+ 8.55% |
$19.1K - $19.5K
|
10.6K
$245K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
788+ 4.06% |
$18.2K - $18.5K
|
20.2K
$469K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
749+ 49.11% |
$17.3K - $17.5K
|
2.27K
$52.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
708+ 13.88% |
$16.3K - $16.6K
|
5.81K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690New |
$15.9K - $16.2K
|
690
$16K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
650+ 6.65% |
$15K - $15.2K
|
10.4K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
521+ 3.97% |
$12K - $12.2K
|
13.7K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
430New |
$9.91K - $10.1K
|
430
$9.99K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
407+ 2.25% |
$9.38K - $9.54K
|
18.5K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
111+ 1.0% |
$2.56K - $2.6K
|
11.2K
$260K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 0.14% |
$806 - $820
|
25.2K
$587K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 0.42% |
$507 - $515
|
5.25K
$122K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$23 - $23.4
|
10.8K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 1.27% |
$2.3K - $2.34K
|
7.75K
$180K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-129- 0.28% |
$2.97K - $3.02K
|
45.5K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-529- 3.41% |
$12.2K - $12.4K
|
15K
$348K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-580- 2.48% |
$13.4K - $13.6K
|
22.9K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-768- 0.15% |
$17.7K - $18K
|
515K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-790- 5.92% |
$18.2K - $18.5K
|
12.5K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-919- 37.6% |
$21.2K - $21.5K
|
1.53K
$35.4K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.18K- 4.83% |
$27.2K - $27.6K
|
23.2K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.45K- 0.52% |
$33.4K - $34K
|
278K
$6.47M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.45K- 5.79% |
$33.5K - $34K
|
23.6K
$549K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.67K- 16.5% |
$61.5K - $62.5K
|
13.5K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.23K- 0.48% |
$74.5K - $75.8K
|
672K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.56K- 1.73% |
$82K - $83.4K
|
202K
$4.69M
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4K- 75.51% |
$92.2K - $93.7K
|
1.3K
$30.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4.05K- 24.56% |
$93.3K - $94.9K
|
12.4K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.53K- 3.04% |
$128K - $130K
|
177K
$4.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.97K- 15.21% |
$137K - $140K
|
33.2K
$773K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-8.42K- 8.69% |
$194K - $197K
|
88.5K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.47K- 6.0% |
$195K - $198K
|
133K
$3.08M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-11.7K- 25.43% |
$270K - $275K
|
34.4K
$799K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19.2K- 20.05% |
$442K - $450K
|
76.5K
$1.78M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.3K- 13.41% |
$630K - $640K
|
177K
$4.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.6K- 9.62% |
$729K - $741K
|
297K
$6.91M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-34.3K- 71.91% |
$790K - $803K
|
13.4K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-739K- 86.03% |
$17M - $17.3M
|
120K
$2.79M
|