Purchases and Sales Made in Q2 2023 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
360KNew |
$8.14M - $8.29M
|
360K
$8.36M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
178KNew |
$4.02M - $4.09M
|
178K
$4.13M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.6K+ 26.78% |
$1.94M - $1.97M
|
405K
$9.4M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.4K+ 231.09% |
$1.59M - $1.62M
|
101K
$2.34M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43.2K+ 29.95% |
$977K - $994K
|
188K
$4.35M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42KNew |
$950K - $966K
|
42K
$975K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.8K+ 15.4% |
$493K - $501K
|
163K
$3.79M
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
15.5K+ 1.86% |
$349K - $355K
|
847K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
14.4K+ 17.6% |
$325K - $331K
|
96.1K
$2.23M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 4.86% |
$265K - $269K
|
253K
$5.86M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 27.99% |
$262K - $266K
|
52.9K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 6.11% |
$251K - $256K
|
193K
$4.48M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 36.69% |
$232K - $235K
|
38.1K
$885K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9.78KNew |
$221K - $225K
|
9.78K
$227K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.6K+ 24.87% |
$217K - $221K
|
48.2K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.39K+ 4.79% |
$212K - $216K
|
206K
$4.77M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.48K+ 5.09% |
$192K - $195K
|
175K
$4.06M
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.41K+ 2.75% |
$167K - $170K
|
276K
$6.41M
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
6.89K+ 25.6% |
$156K - $158K
|
33.8K
$784K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.71K+ 15.87% |
$152K - $154K
|
49K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.52K+ 18.64% |
$102K - $104K
|
28.8K
$667K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.83K+ 19.29% |
$86.6K - $88K
|
23.7K
$549K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.38KNew |
$76.5K - $77.8K
|
3.38K
$78.5K
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.33K+ 10.09% |
$75.2K - $76.5K
|
36.3K
$843K
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.13K+ 17.8% |
$70.7K - $71.9K
|
20.7K
$480K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.11K+ 22.85% |
$70.3K - $71.5K
|
16.7K
$388K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.8K+ 1.48% |
$63.4K - $64.5K
|
192K
$4.44M
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.68K+ 23.44% |
$60.6K - $61.7K
|
14.1K
$328K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.74KNew |
$39.3K - $40K
|
1.74K
$40.3K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.72K+ 18.66% |
$38.8K - $39.5K
|
10.9K
$253K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.58KNew |
$35.8K - $36.4K
|
1.58K
$36.7K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 73.46% |
$23.4K - $23.8K
|
2.44K
$56.7K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 73.46% |
$23.4K - $23.8K
|
2.44K
$56.7K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
785+ 1.81% |
$17.7K - $18.1K
|
44.2K
$1.03M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
586+ 3.45% |
$13.2K - $13.5K
|
17.6K
$408K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
158+ 0.92% |
$3.57K - $3.63K
|
17.3K
$402K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
87+ 3.73% |
$1.97K - $2K
|
2.42K
$56.1K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
21+ 0.08% |
$475 - $483
|
26.2K
$608K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.52% |
$452 - $460
|
3.86K
$89.5K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.39% |
$45.2 - $46
|
512
$11.9K
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$22.6 - $23
|
10.8K
$250K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-11- 2.59% |
$249 - $253
|
414
$9.6K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-131- 0.56% |
$2.96K - $3.01K
|
23.3K
$540K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 1.27% |
$5.65K - $5.75K
|
19.4K
$450K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-280- 59.32% |
$6.33K - $6.44K
|
192
$4.45K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.17K- 9.3% |
$71.7K - $73K
|
30.9K
$718K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.75K- 21.96% |
$84.8K - $86.3K
|
13.3K
$309K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.07K- 1.38% |
$92K - $93.6K
|
290K
$6.73M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.1K- 8.94% |
$410K - $417K
|
185K
$4.29M
|