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 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9.58K+ 13.04% |
$221K - $223K
|
83K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.43KNew |
$217K - $220K
|
9.43K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.18KNew |
$211K - $214K
|
9.18K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.11K+ 17.62% |
$210K - $213K
|
60.8K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
8.17K+ 15.72% |
$188K - $191K
|
60.1K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7.54K+ 27.91% |
$174K - $176K
|
34.5K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.02K+ 17.18% |
$162K - $164K
|
47.9K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.39K+ 8.86% |
$147K - $149K
|
78.5K
$1.83M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.7K+ 4.33% |
$131K - $133K
|
137K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.15K+ 0.9% |
$119K - $120K
|
581K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.7K+ 25.0% |
$108K - $110K
|
23.5K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.56KNew |
$105K - $106K
|
4.56K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.03K+ 8.05% |
$69.8K - $70.7K
|
40.6K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.87K+ 23.05% |
$66K - $66.8K
|
15.3K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.4K+ 5.42% |
$55.3K - $56K
|
46.7K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.34K+ 20.35% |
$54K - $54.7K
|
13.9K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.25KNew |
$51.8K - $52.5K
|
2.25K
$52.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.02K+ 9.1% |
$46.5K - $47.1K
|
24.2K
$565K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.95K+ 13.41% |
$44.8K - $45.4K
|
16.5K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.7K+ 41.73% |
$39.2K - $39.7K
|
5.77K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 17.67% |
$37.2K - $37.7K
|
10.8K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.48K+ 8.67% |
$34K - $34.5K
|
18.5K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 2.8% |
$31.2K - $31.6K
|
49.7K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
998+ 5.89% |
$23K - $23.3K
|
17.9K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
935New |
$21.5K - $21.8K
|
935
$21.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
885+ 7.84% |
$20.4K - $20.6K
|
12.2K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
771New |
$17.8K - $18K
|
771
$18K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
536New |
$12.3K - $12.5K
|
536
$12.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
523New |
$12K - $12.2K
|
523
$12.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
384New |
$8.84K - $8.96K
|
384
$8.97K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
294New |
$6.77K - $6.86K
|
294
$6.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
250+ 2.31% |
$5.76K - $5.83K
|
11.1K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
167+ 0.54% |
$3.85K - $3.9K
|
31K
$724K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45+ 0.35% |
$1.04K - $1.05K
|
13K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
40+ 0.29% |
$921 - $933
|
13.6K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 2.33% |
$415 - $420
|
789
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.81% |
$184 - $187
|
999
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-136- 0.46% |
$3.13K - $3.17K
|
29.6K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-168- 0.41% |
$3.87K - $3.92K
|
40.9K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.58K- 1.26% |
$36.4K - $36.9K
|
124K
$2.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.83K- 2.48% |
$42.1K - $42.6K
|
71.7K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.06K- 1.46% |
$47.4K - $48K
|
139K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.69K- 0.63% |
$62K - $62.8K
|
424K
$9.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.37K- 5.53% |
$77.7K - $78.7K
|
57.7K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.28K- 16.62% |
$98.7K - $99.9K
|
21.5K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.54K- 78.27% |
$105K - $106K
|
1.26K
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.14K- 3.26% |
$188K - $190K
|
241K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 46.26% |
$454K - $460K
|
22.9K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-23.6K- 13.0% |
$544K - $551K
|
158K
$3.69M
|