Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21M+ 230.67% |
$28M - $28.3M
|
1.74M
$40.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
681K+ 29.16% |
$15.7M - $15.9M
|
3.02M
$70.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
638K+ 239.09% |
$14.7M - $14.9M
|
905K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
343KNew |
$7.91M - $8.01M
|
343K
$8.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
315KNew |
$7.25M - $7.35M
|
315K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284K+ 53.93% |
$6.53M - $6.62M
|
810K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
280KNew |
$6.44M - $6.53M
|
280K
$6.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
218K+ 102.67% |
$5.02M - $5.08M
|
430K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
144KNew |
$3.31M - $3.35M
|
144K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
134K+ 99618.52% |
$3.1M - $3.14M
|
135K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132K+ 21.16% |
$3.04M - $3.08M
|
757K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
128K+ 57.05% |
$2.94M - $2.98M
|
352K
$8.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
121KNew |
$2.79M - $2.83M
|
121K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
88.3K+ 709.49% |
$2.03M - $2.06M
|
101K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
87.6K+ 201.14% |
$2.02M - $2.04M
|
131K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
74.6K+ 27.96% |
$1.72M - $1.74M
|
341K
$7.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
74.5KNew |
$1.71M - $1.74M
|
74.5K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
72.2KNew |
$1.66M - $1.68M
|
72.2K
$1.68M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69.1K+ 50.02% |
$1.59M - $1.61M
|
207K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
61.6K+ 9.74% |
$1.42M - $1.44M
|
694K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.5KNew |
$1.3M - $1.32M
|
56.5K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
51.6K+ 69.51% |
$1.19M - $1.2M
|
126K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
49KNew |
$1.13M - $1.14M
|
49K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47K+ 197.84% |
$1.08M - $1.1M
|
70.8K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
45.5KNew |
$1.05M - $1.06M
|
45.5K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
39.9KNew |
$919K - $931K
|
39.9K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.6K+ 68.11% |
$843K - $854K
|
90.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.7K+ 18.12% |
$800K - $810K
|
226K
$5.28M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.4KNew |
$746K - $755K
|
32.4K
$756K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
30.3KNew |
$698K - $707K
|
30.3K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
30.2KNew |
$694K - $703K
|
30.2K
$704K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24K+ 11.93% |
$552K - $559K
|
225K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
22.9KNew |
$527K - $534K
|
22.9K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
21.7KNew |
$499K - $505K
|
21.7K
$506K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21KNew |
$484K - $490K
|
21K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.3K+ 37.43% |
$444K - $450K
|
70.8K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19KNew |
$437K - $443K
|
19K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.3K+ 16.48% |
$421K - $427K
|
129K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 53.16% |
$396K - $401K
|
49.5K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17K+ 13.04% |
$392K - $397K
|
148K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 5.01% |
$370K - $374K
|
336K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.2KNew |
$328K - $332K
|
14.2K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.2K+ 61.43% |
$327K - $331K
|
37.3K
$872K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.7K+ 3.04% |
$293K - $297K
|
432K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12.3KNew |
$284K - $287K
|
12.3K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.1K+ 4.01% |
$256K - $260K
|
289K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$256K - $259K
|
11.1K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
10.2K+ 46.71% |
$235K - $238K
|
32.1K
$749K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$235K - $238K
|
10.2K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
9.97KNew |
$230K - $233K
|
9.97K
$233K
|