Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 63.72% |
$3.47M - $3.52M
|
394K
$9.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
133KNew |
$3.01M - $3.05M
|
133K
$3.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 67.35% |
$2.86M - $2.9M
|
313K
$7.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81KNew |
$1.84M - $1.86M
|
81K
$1.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
80KNew |
$1.82M - $1.84M
|
80K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72.3K+ 14.13% |
$1.64M - $1.66M
|
583K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
71.8KNew |
$1.63M - $1.65M
|
71.8K
$1.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
66.7K+ 91.89% |
$1.51M - $1.53M
|
139K
$3.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.43M - $1.45M
|
63K
$1.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62.2K+ 59.17% |
$1.41M - $1.43M
|
167K
$3.88M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.4K+ 12.08% |
$1.14M - $1.16M
|
467K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.4K+ 12.08% |
$1.14M - $1.16M
|
467K
$10.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
45KNew |
$1.02M - $1.03M
|
45K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.6KNew |
$943K - $954K
|
41.6K
$964K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.3K+ 157.03% |
$868K - $879K
|
62.7K
$1.45M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
37.2K+ 155.93% |
$843K - $854K
|
61K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.3K+ 51.58% |
$687K - $695K
|
89K
$2.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
28.2K+ 17.42% |
$639K - $647K
|
190K
$4.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.4K+ 17.21% |
$577K - $584K
|
173K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 8.24% |
$551K - $558K
|
319K
$7.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.8KNew |
$540K - $547K
|
23.8K
$552K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
19.8KNew |
$449K - $455K
|
19.8K
$459K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18.4K+ 7.21% |
$417K - $422K
|
273K
$6.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
17.7K+ 61.38% |
$402K - $407K
|
46.6K
$1.08M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.8K+ 61.23% |
$358K - $362K
|
41.6K
$964K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.7KNew |
$312K - $315K
|
13.7K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$275K - $279K
|
12.1K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.8KNew |
$268K - $271K
|
11.8K
$274K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.9KNew |
$248K - $251K
|
10.9K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
10.5K+ 10.69% |
$238K - $241K
|
109K
$2.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4KNew |
$236K - $239K
|
10.4K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4KNew |
$236K - $239K
|
10.4K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1K+ 30.64% |
$229K - $232K
|
43.1K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 3.44% |
$227K - $230K
|
301K
$6.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 41.22% |
$212K - $215K
|
32K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.3KNew |
$211K - $214K
|
9.3K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.09K+ 23.75% |
$183K - $186K
|
42.1K
$977K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.08K+ 12.94% |
$183K - $185K
|
70.5K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.01K+ 12.91% |
$182K - $184K
|
70K
$1.62M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.92K+ 18.27% |
$180K - $182K
|
51.3K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.66K+ 24.05% |
$174K - $176K
|
39.5K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.21K+ 17.55% |
$141K - $143K
|
41.6K
$964K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.48K+ 4.86% |
$124K - $126K
|
118K
$2.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.87K+ 41.0% |
$110K - $112K
|
16.7K
$388K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.27K+ 955.93% |
$96.9K - $98.1K
|
4.72K
$109K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.45K+ 32.25% |
$78.2K - $79.2K
|
14.1K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.25K+ 2.88% |
$73.8K - $74.7K
|
116K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.22K+ 25.49% |
$73.1K - $74K
|
15.9K
$368K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.15K+ 338.54% |
$71.3K - $72.2K
|
4.07K
$94.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.47K+ 0.44% |
$55.9K - $56.6K
|
564K
$13.1M
|