Purchases and Sales Made in Q4 2023 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
557K+ 137.35% |
$12.6M - $12.9M
|
962K
$22.4M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
499K+ 282.59% |
$11.3M - $11.6M
|
676K
$15.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
335K+ 61.48% |
$7.58M - $7.79M
|
880K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
222K+ 74.07% |
$5.03M - $5.17M
|
523K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
210K+ 32.38% |
$4.75M - $4.89M
|
859K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
199K+ 68.65% |
$4.51M - $4.63M
|
490K
$11.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
135K+ 291.71% |
$3.06M - $3.15M
|
182K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73KNew |
$1.65M - $1.7M
|
73K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.7K+ 239.08% |
$1.26M - $1.29M
|
79K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.8KNew |
$1.15M - $1.18M
|
50.8K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47.7KNew |
$1.08M - $1.11M
|
47.7K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
45.6KNew |
$1.03M - $1.06M
|
45.6K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.4K+ 22.06% |
$1.03M - $1.06M
|
251K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
42.1K+ 8.88% |
$952K - $979K
|
516K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.1K+ 14.0% |
$815K - $839K
|
294K
$6.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28K+ 15.81% |
$634K - $652K
|
205K
$4.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27KNew |
$611K - $628K
|
27K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.5K+ 41.97% |
$599K - $616K
|
89.6K
$2.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
25.3KNew |
$572K - $588K
|
25.3K
$589K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25.1KNew |
$567K - $583K
|
25.1K
$584K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23.8K+ 90.7% |
$538K - $553K
|
50K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.3K+ 131.51% |
$504K - $518K
|
39.2K
$912K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20K+ 12.07% |
$452K - $465K
|
186K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.8K+ 16.64% |
$403K - $415K
|
125K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.5K+ 41.48% |
$374K - $385K
|
56.4K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
15.6K+ 41.72% |
$353K - $363K
|
53K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
15.5KNew |
$351K - $361K
|
15.5K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.2KNew |
$321K - $330K
|
14.2K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.7KNew |
$310K - $319K
|
13.7K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
13.4KNew |
$304K - $312K
|
13.4K
$312K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.1KNew |
$297K - $305K
|
13.1K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.9KNew |
$268K - $276K
|
11.9K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$253K - $260K
|
11.2K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.4KNew |
$235K - $242K
|
10.4K
$242K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
10.4KNew |
$235K - $241K
|
10.4K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
9.94K+ 30.44% |
$225K - $231K
|
42.6K
$991K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9.72KNew |
$220K - $226K
|
9.72K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.49K+ 5.5% |
$215K - $221K
|
182K
$4.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 54.96% |
$145K - $149K
|
18.1K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.09K+ 347.18% |
$138K - $142K
|
7.85K
$183K
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5.45K+ 2.66% |
$123K - $127K
|
210K
$4.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.1KNew |
$115K - $119K
|
5.1K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$113K - $116K
|
5K
$116K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.02K+ 18.97% |
$90.9K - $93.5K
|
25.2K
$587K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.9K+ 15.64% |
$88.2K - $90.7K
|
28.8K
$671K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1KNew |
$47.5K - $48.8K
|
2.1K
$48.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.87K+ 64.64% |
$42.2K - $43.4K
|
4.75K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.53KNew |
$34.5K - $35.5K
|
1.53K
$35.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 34.36% |
$30.2K - $31.1K
|
5.22K
$122K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 2.27% |
$29.5K - $30.3K
|
58.7K
$1.37M
|