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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.3K+ 3.94% |
$29.4K - $30.3K
|
34.3K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.27K+ 1.35% |
$28.8K - $29.6K
|
95.7K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.11K+ 2.48% |
$25.2K - $25.9K
|
46.1K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
700New |
$15.8K - $16.3K
|
700
$16.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
510+ 0.18% |
$11.5K - $11.9K
|
280K
$6.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
325+ 3.02% |
$7.35K - $7.56K
|
11.1K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
301New |
$6.81K - $7K
|
301
$7K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
250+ 2.48% |
$5.66K - $5.82K
|
10.4K
$241K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55+ 0.39% |
$1.24K - $1.28K
|
14.3K
$333K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$271 - $279
|
12
$279
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$67.9 - $69.8
|
10.8K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 0.39% |
$45.2 - $46.5
|
509
$11.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-256- 1.56% |
$5.79K - $5.95K
|
16.2K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-919- 37.6% |
$20.8K - $21.4K
|
1.53K
$35.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-957- 5.48% |
$21.6K - $22.3K
|
16.5K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.16K- 6.97% |
$26.3K - $27K
|
15.5K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.3K- 5.26% |
$29.4K - $30.2K
|
23.4K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2K- 7.56% |
$45.2K - $46.5K
|
24.4K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.02K- 2.77% |
$90.9K - $93.5K
|
141K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.07K- 3.02% |
$137K - $141K
|
195K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-15.8K- 2.55% |
$356K - $366K
|
602K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-49.7K- 8.25% |
$1.12M - $1.16M
|
552K
$12.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-58.7K- 9.5% |
$1.33M - $1.37M
|
559K
$13M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-69.5K- 41.76% |
$1.57M - $1.62M
|
96.9K
$2.26M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.7K- 23.63% |
$1.76M - $1.81M
|
251K
$5.85M
|