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 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 4.01% |
$55.6K - $56.3K
|
63.7K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.45K+ 6.86% |
$55.5K - $56.2K
|
38.1K
$883K
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.41K+ 18.47% |
$54.6K - $55.3K
|
15.4K
$358K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17K+ 56.41% |
$49.3K - $49.9K
|
6.03K
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.45K+ 9.74% |
$32.9K - $33.3K
|
16.3K
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.21K+ 1.0% |
$27.4K - $27.8K
|
123K
$2.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
762+ 8.93% |
$17.3K - $17.5K
|
9.29K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700+ 25.33% |
$15.9K - $16.1K
|
3.46K
$80.3K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
608+ 2.1% |
$13.8K - $14K
|
29.5K
$684K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
581+ 5.33% |
$13.2K - $13.3K
|
11.5K
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
525+ 58.99% |
$11.9K - $12.1K
|
1.42K
$32.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
218+ 1.5% |
$4.94K - $5.01K
|
14.8K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
132+ 1.91% |
$2.99K - $3.03K
|
7.05K
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68New |
$1.54K - $1.56K
|
68
$1.58K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 1.84% |
$476 - $482
|
1.17K
$27K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-816- 0.65% |
$18.5K - $18.7K
|
125K
$2.9M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.31K- 3.09% |
$29.7K - $30.1K
|
41.1K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 4.85% |
$34.4K - $34.8K
|
29.7K
$690K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.99K- 0.48% |
$45.2K - $45.8K
|
417K
$9.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-3.15K- 1.83% |
$71.4K - $72.3K
|
169K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-13K- 3.06% |
$294K - $298K
|
412K
$9.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 36.93% |
$338K - $342K
|
25.4K
$589K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 1.32% |
$345K - $349K
|
1.14M
$26.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-33.7K- 4.92% |
$764K - $773K
|
651K
$15.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-54K- 9.05% |
$1.22M - $1.24M
|
543K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70.1K- 59.89% |
$1.59M - $1.61M
|
46.9K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-331K- 17.92% |
$7.5M - $7.59M
|
1.51M
$35.1M
|