Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2026 TERM HI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
130KNew |
$2.88M - $3M
|
130K
$3.01M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94K+ 31.65% |
$2.09M - $2.17M
|
391K
$9.07M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.7K+ 50.18% |
$2.08M - $2.16M
|
280K
$6.5M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.8K+ 50.25% |
$1.71M - $1.77M
|
230K
$5.33M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8KNew |
$551K - $573K
|
24.8K
$576K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$494K - $514K
|
22.3K
$516K
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
21.8KNew |
$483K - $503K
|
21.8K
$505K
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
19.9KNew |
$443K - $460K
|
19.9K
$462K
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16.2KNew |
$359K - $374K
|
16.2K
$375K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 31.98% |
$316K - $329K
|
58.7K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.4KNew |
$276K - $287K
|
12.4K
$288K
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.4KNew |
$275K - $286K
|
12.4K
$287K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$256K - $266K
|
11.5K
$268K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.3KNew |
$251K - $261K
|
11.3K
$262K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11K+ 15.35% |
$243K - $253K
|
82.3K
$1.91M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.67KNew |
$215K - $223K
|
9.67K
$224K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.35K+ 8.76% |
$163K - $170K
|
91.3K
$2.12M
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
4.11K+ 19.69% |
$91.3K - $94.9K
|
25K
$580K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.01K+ 20.65% |
$89.1K - $92.6K
|
23.4K
$544K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.68K+ 22.11% |
$81.8K - $85K
|
20.3K
$472K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.53KNew |
$78.5K - $81.6K
|
3.53K
$81.9K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.89KNew |
$64.1K - $66.6K
|
2.89K
$66.9K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.55KNew |
$56.6K - $58.9K
|
2.55K
$59.1K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.46K+ 1.07% |
$54.5K - $56.7K
|
232K
$5.39M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.3K+ 8.0% |
$51.2K - $53.2K
|
31.1K
$722K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2K+ 9.94% |
$44.4K - $46.2K
|
22.1K
$513K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.35K+ 3.61% |
$30.1K - $31.3K
|
38.9K
$902K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
926New |
$20.6K - $21.4K
|
926
$21.5K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
785+ 3.66% |
$17.4K - $18.1K
|
22.3K
$516K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 1.77% |
$555 - $577
|
1.44K
$33.3K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
19+ 1.81% |
$422 - $439
|
1.07K
$24.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-324- 1.4% |
$7.2K - $7.48K
|
22.9K
$530K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.6K- 11.71% |
$614K - $638K
|
208K
$4.83M
|