Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
384KNew |
$8.6M - $8.75M
|
384K
$8.89M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
179KNew |
$4.01M - $4.08M
|
179K
$4.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
126KNew |
$2.82M - $2.88M
|
126K
$2.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
87.1KNew |
$1.95M - $1.99M
|
87.1K
$2.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
69.8KNew |
$1.56M - $1.59M
|
69.8K
$1.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55.1K+ 269.29% |
$1.23M - $1.26M
|
75.5K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 26.74% |
$601K - $612K
|
127K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
26.2KNew |
$587K - $598K
|
26.2K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.8K+ 47.79% |
$556K - $566K
|
76.7K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.6K+ 101.26% |
$551K - $561K
|
48.8K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.2K+ 43.64% |
$431K - $438K
|
63.2K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.6KNew |
$394K - $401K
|
17.6K
$407K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17.5K+ 62.27% |
$391K - $398K
|
45.5K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.1KNew |
$382K - $389K
|
17.1K
$396K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 13.87% |
$362K - $369K
|
133K
$3.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$356K - $362K
|
15.9K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.7KNew |
$351K - $358K
|
15.7K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.8K+ 416.4% |
$242K - $246K
|
13.4K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 40.82% |
$242K - $246K
|
37.2K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$235K - $240K
|
10.5K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.91K+ 515.3% |
$155K - $158K
|
8.25K
$191K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.45KNew |
$145K - $147K
|
6.45K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.26K+ 25.6% |
$118K - $120K
|
25.8K
$598K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
4.84K+ 15.44% |
$108K - $110K
|
36.2K
$838K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.42K+ 1.77% |
$99.1K - $101K
|
254K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.41K+ 61.06% |
$98.8K - $101K
|
11.6K
$270K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.9K+ 17.93% |
$64.9K - $66.1K
|
19K
$441K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.05K+ 9.59% |
$46K - $46.8K
|
23.4K
$544K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 8.49% |
$41.3K - $42K
|
23.5K
$546K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.53K+ 6.71% |
$34.3K - $34.9K
|
24.3K
$564K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11KNew |
$24.9K - $25.3K
|
1.11K
$25.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
929New |
$20.8K - $21.2K
|
929
$21.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
890New |
$20K - $20.3K
|
890
$20.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
888+ 5.43% |
$19.9K - $20.3K
|
17.2K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
254+ 1.96% |
$5.69K - $5.8K
|
13.2K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158+ 0.07% |
$3.54K - $3.61K
|
219K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.14% |
$516 - $525
|
16.2K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 1.85% |
$448 - $456
|
1.1K
$25.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.11K- 14.48% |
$69.7K - $70.9K
|
18.4K
$426K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.71K- 8.73% |
$83.1K - $84.6K
|
38.7K
$898K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7.93K- 4.73% |
$178K - $181K
|
160K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.3K- 29.33% |
$1.53M - $1.56M
|
165K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-72.3K- 38.13% |
$1.62M - $1.65M
|
117K
$2.72M
|