Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
876K+ 1794.47% |
$19.4M - $20.2M
|
925K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
717K+ 238.69% |
$15.9M - $16.5M
|
1.02M
$23.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
548KNew |
$12.1M - $12.6M
|
548K
$12.7M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
509K+ 284.65% |
$11.3M - $11.7M
|
688K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
479K+ 1288.27% |
$10.6M - $11M
|
516K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
396K+ 1510.55% |
$8.76M - $9.12M
|
422K
$9.78M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
322K+ 126.88% |
$7.12M - $7.41M
|
575K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
290K+ 227.84% |
$6.41M - $6.67M
|
417K
$9.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124K+ 1063.4% |
$2.74M - $2.85M
|
135K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106K+ 675.02% |
$2.34M - $2.44M
|
121K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
95.6KNew |
$2.12M - $2.2M
|
95.6K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
77.6KNew |
$1.72M - $1.79M
|
77.6K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
76.7KNew |
$1.7M - $1.77M
|
76.7K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
52K+ 74.49% |
$1.15M - $1.2M
|
122K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.5K+ 64.49% |
$1.1M - $1.14M
|
126K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
41.9K+ 10.93% |
$928K - $966K
|
425K
$9.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.3K+ 45.41% |
$759K - $791K
|
110K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.8K+ 12.68% |
$615K - $641K
|
247K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
27.5KNew |
$607K - $633K
|
27.5K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 19.03% |
$559K - $582K
|
158K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.8K+ 122.2% |
$461K - $480K
|
37.9K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.6KNew |
$413K - $430K
|
18.6K
$432K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
16.2K+ 44.78% |
$358K - $373K
|
52.3K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15K+ 33.09% |
$333K - $347K
|
60.5K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
13.7KNew |
$304K - $316K
|
13.7K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
13.7KNew |
$304K - $316K
|
13.7K
$318K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 15.44% |
$298K - $310K
|
101K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7KNew |
$281K - $293K
|
12.7K
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.9KNew |
$242K - $252K
|
10.9K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 79.87% |
$237K - $246K
|
24.1K
$558K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.5KNew |
$233K - $243K
|
10.5K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4KNew |
$230K - $240K
|
10.4K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10KNew |
$222K - $231K
|
10K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69KNew |
$214K - $223K
|
9.69K
$225K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.77K+ 54.02% |
$194K - $202K
|
25K
$580K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
8.32K+ 35.49% |
$184K - $192K
|
31.8K
$737K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.83KNew |
$151K - $158K
|
6.83K
$158K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6.33K+ 39.86% |
$140K - $146K
|
22.2K
$515K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$111K - $115K
|
5K
$116K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.07K+ 10.49% |
$90K - $93.7K
|
42.8K
$993K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.8K+ 15.63% |
$84.1K - $87.6K
|
28.1K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.2K+ 18.52% |
$70.7K - $73.6K
|
20.4K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.77KNew |
$61.4K - $63.9K
|
2.77K
$64.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.34K+ 66.15% |
$51.7K - $53.9K
|
5.87K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.2K+ 9.33% |
$48.6K - $50.7K
|
25.7K
$597K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 24.91% |
$45.5K - $47.3K
|
10.3K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.55K+ 6.03% |
$34.4K - $35.8K
|
27.3K
$634K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
817+ 6.19% |
$18.1K - $18.8K
|
14K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
704+ 1.11% |
$15.6K - $16.2K
|
63.9K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
447New |
$9.89K - $10.3K
|
447
$10.4K
|