Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
881KNew |
$20.1M - $20.3M
|
881K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
829K+ 81.51% |
$18.9M - $19.1M
|
1.85M
$42.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
376K+ 277.83% |
$8.57M - $8.68M
|
511K
$11.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
254K+ 43115.08% |
$5.8M - $5.87M
|
255K
$5.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
227K+ 24.5% |
$5.17M - $5.23M
|
1.15M
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165K+ 130.39% |
$3.75M - $3.8M
|
291K
$6.74M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
162KNew |
$3.69M - $3.73M
|
162K
$3.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
105KNew |
$2.4M - $2.43M
|
105K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.7K+ 15.64% |
$1.84M - $1.86M
|
597K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
78.1KNew |
$1.78M - $1.8M
|
78.1K
$1.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
76.6K+ 80.07% |
$1.75M - $1.77M
|
172K
$3.99M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
59.5K+ 454.1% |
$1.36M - $1.37M
|
72.6K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
43.8K+ 56.5% |
$1M - $1.01M
|
121K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.6K+ 143.91% |
$790K - $800K
|
58.7K
$1.36M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.5K+ 236.33% |
$694K - $703K
|
43.3K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.4K+ 18.6% |
$670K - $678K
|
187K
$4.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
28.9KNew |
$659K - $667K
|
28.9K
$670K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
28.9KNew |
$659K - $667K
|
28.9K
$670K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
27KNew |
$616K - $623K
|
27K
$626K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.3K+ 21.67% |
$600K - $607K
|
148K
$3.43M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.8KNew |
$544K - $550K
|
23.8K
$553K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.6K+ 217.29% |
$516K - $522K
|
33K
$766K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.9KNew |
$339K - $343K
|
14.9K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
14.6KNew |
$332K - $336K
|
14.6K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
14.5K+ 2.64% |
$330K - $334K
|
562K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.7KNew |
$288K - $292K
|
12.7K
$293K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.2K+ 12.17% |
$279K - $282K
|
113K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$271K - $274K
|
11.9K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 92.12% |
$267K - $270K
|
24.4K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.5KNew |
$263K - $266K
|
11.5K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10K+ 48.97% |
$228K - $231K
|
30.5K
$706K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9.68K+ 18.5% |
$221K - $223K
|
62K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.63K+ 37.39% |
$220K - $222K
|
35.4K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.75KNew |
$199K - $202K
|
8.75K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.51K+ 26.7% |
$171K - $173K
|
35.6K
$826K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.67K+ 6.04% |
$152K - $154K
|
117K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.3K+ 3.53% |
$98K - $99.2K
|
126K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.91K+ 14.3% |
$89.1K - $90.2K
|
31.3K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 33.0% |
$72.9K - $73.8K
|
12.9K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98K+ 2.71% |
$68K - $68.8K
|
113K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.44K+ 2.56% |
$55.7K - $56.4K
|
98.1K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2KNew |
$45.6K - $46.2K
|
2K
$46.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 3.14% |
$43.3K - $43.9K
|
62.4K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.2KNew |
$27.3K - $27.6K
|
1.2K
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
876+ 6.25% |
$20K - $20.2K
|
14.9K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
640New |
$14.6K - $14.8K
|
640
$14.8K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
469+ 0.11% |
$10.7K - $10.8K
|
417K
$9.67M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
469+ 0.11% |
$10.7K - $10.8K
|
417K
$9.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
465+ 2.09% |
$10.6K - $10.7K
|
22.7K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
436+ 1.74% |
$9.94K - $10.1K
|
25.4K
$590K
|