Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
991New |
$22.6K - $23.2K
|
991
$23.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
793+ 6.54% |
$18K - $18.6K
|
12.9K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
700+ 20.21% |
$15.9K - $16.4K
|
4.16K
$97.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
696+ 4.26% |
$15.8K - $16.3K
|
17K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
605+ 5.12% |
$13.8K - $14.2K
|
12.4K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
370+ 2.62% |
$8.42K - $8.66K
|
14.5K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10- 0.03% |
$228 - $234
|
29.7K
$695K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41- 0.17% |
$933 - $960
|
23.8K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-100- 0.96% |
$2.28K - $2.34K
|
10.3K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-194- 1.69% |
$4.42K - $4.54K
|
11.3K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.07K- 9.8% |
$24.4K - $25.1K
|
9.87K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 2.95% |
$28.3K - $29.1K
|
40.9K
$956K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.36K- 2.17% |
$53.6K - $55.1K
|
106K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.65K- 4.16% |
$60.3K - $62K
|
61K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.92K- 25.41% |
$89.3K - $91.9K
|
11.5K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.28K- 9.12% |
$97.3K - $100K
|
42.6K
$997K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.27K- 6.15% |
$166K - $170K
|
111K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 37.98% |
$359K - $369K
|
25.8K
$603K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.8K- 37.98% |
$359K - $369K
|
25.8K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-15.9K- 53.96% |
$362K - $373K
|
13.6K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.6K- 2.86% |
$424K - $436K
|
632K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.3K- 17.04% |
$1.17M - $1.2M
|
250K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-125K- 99.89% |
$2.85M - $2.93M
|
135
$3.16K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-491K- 90.47% |
$11.2M - $11.5M
|
51.7K
$1.21M
|