Purchases and Sales Made in Q2 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
791K+ 163.48% |
$18.3M - $18.5M
|
1.28M
$29.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
249KNew |
$5.77M - $5.81M
|
249K
$5.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
192K+ 1674.22% |
$4.46M - $4.49M
|
204K
$4.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
182K+ 90.08% |
$4.21M - $4.25M
|
383K
$8.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 13.21% |
$3.3M - $3.33M
|
1.22M
$28.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
139KNew |
$3.23M - $3.26M
|
139K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
101KNew |
$2.34M - $2.36M
|
101K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.7K+ 112.3% |
$1.92M - $1.93M
|
156K
$3.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
72K+ 537.19% |
$1.67M - $1.68M
|
85.4K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69.5K+ 7.69% |
$1.61M - $1.62M
|
973K
$22.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.46M - $1.47M
|
63K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
48.6K+ 54.93% |
$1.13M - $1.14M
|
137K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.4KNew |
$1.08M - $1.08M
|
46.4K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.6K+ 30.48% |
$1.01M - $1.02M
|
187K
$4.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
42.9K+ 121.06% |
$995K - $1M
|
78.4K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.5K+ 41.73% |
$963K - $970K
|
141K
$3.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.6K+ 5.93% |
$872K - $879K
|
672K
$15.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
37.2KNew |
$862K - $869K
|
37.2K
$864K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37K+ 111.24% |
$858K - $864K
|
70.2K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
32.7KNew |
$757K - $763K
|
32.7K
$759K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
32.3K+ 28.94% |
$749K - $755K
|
144K
$3.34M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.6K+ 10.64% |
$734K - $739K
|
329K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.6K+ 10.64% |
$734K - $739K
|
329K
$7.64M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
28.9K+ 124.05% |
$670K - $675K
|
52.2K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.3K+ 15.48% |
$634K - $639K
|
204K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25.8KNew |
$598K - $603K
|
25.8K
$599K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25.8KNew |
$598K - $603K
|
25.8K
$599K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25K+ 8.19% |
$579K - $584K
|
330K
$7.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.3K+ 38.16% |
$563K - $567K
|
87.8K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.2K+ 20.93% |
$538K - $542K
|
134K
$3.11M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6K+ 21.8% |
$525K - $529K
|
127K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 16.14% |
$510K - $514K
|
158K
$3.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.6K+ 9.81% |
$502K - $506K
|
242K
$5.63M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.2K+ 101.34% |
$491K - $495K
|
42.1K
$978K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20K+ 2.98% |
$464K - $468K
|
692K
$16.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.3K+ 1.21% |
$332K - $335K
|
1.2M
$27.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13.7K+ 7156.25% |
$319K - $321K
|
13.9K
$324K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.4K+ 5.24% |
$311K - $313K
|
269K
$6.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.4K+ 4.95% |
$288K - $291K
|
264K
$6.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.39K+ 41.09% |
$218K - $219K
|
32.2K
$749K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.28K+ 5.46% |
$192K - $193K
|
160K
$3.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.19K+ 13.08% |
$190K - $191K
|
70.9K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.46K+ 11.51% |
$173K - $174K
|
72.2K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.18K+ 2.58% |
$166K - $168K
|
285K
$6.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
6.94KNew |
$161K - $162K
|
6.94K
$161K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.57K+ 1.28% |
$152K - $154K
|
522K
$12.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5.93K+ 2.72% |
$138K - $139K
|
224K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.06K+ 20.18% |
$94K - $94.8K
|
24.2K
$561K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
3.51K+ 10.02% |
$81.3K - $82K
|
38.5K
$895K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3.16K+ 5.09% |
$73.4K - $73.9K
|
65.4K
$1.52M
|