Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
233KNew |
$5.21M - $5.31M
|
233K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
38K+ 29.29% |
$850K - $867K
|
168K
$3.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 27.66% |
$564K - $575K
|
116K
$2.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5KNew |
$480K - $489K
|
21.5K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5KNew |
$457K - $466K
|
20.5K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 7.11% |
$445K - $454K
|
300K
$6.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 21.77% |
$401K - $409K
|
100K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 7.26% |
$377K - $385K
|
249K
$5.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.7K+ 1022.53% |
$329K - $335K
|
16.1K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.9K+ 41.47% |
$288K - $294K
|
44K
$1.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7K+ 110.27% |
$284K - $290K
|
24.3K
$563K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
11.4K+ 57.04% |
$254K - $259K
|
31.3K
$726K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 91.89% |
$232K - $237K
|
21.7K
$503K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.68K+ 37.76% |
$172K - $175K
|
28K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.69K+ 69.17% |
$149K - $153K
|
16.4K
$379K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.56K+ 9.14% |
$79.5K - $81.1K
|
42.4K
$984K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.3KNew |
$73.8K - $75.3K
|
3.3K
$76.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 12.59% |
$66K - $67.3K
|
26.4K
$612K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.05K+ 8.27% |
$45.9K - $46.8K
|
26.9K
$623K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
956New |
$21.4K - $21.8K
|
956
$22.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
569+ 4.6% |
$12.7K - $13K
|
12.9K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.14% |
$514 - $524
|
16.2K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
14+ 1.31% |
$313 - $319
|
1.08K
$25.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-71- 0.31% |
$1.59K - $1.62K
|
22.8K
$529K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 2.94% |
$8.94K - $9.12K
|
13.2K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.55K- 53.55% |
$34.5K - $35.2K
|
1.34K
$31.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.6K- 7.22% |
$35.7K - $36.4K
|
20.5K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.6K- 14.38% |
$80.3K - $82K
|
21.4K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.8K- 11.58% |
$152K - $155K
|
51.9K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.5K- 4.57% |
$235K - $239K
|
219K
$5.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19K- 9.1% |
$424K - $433K
|
189K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-388K- 99.34% |
$8.68M - $8.86M
|
2.59K
$60.1K
|