Purchases and Sales Made in Q1 2023 in Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2027 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
193KNew |
$4.1M - $4.31M
|
193K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.5KNew |
$1.12M - $1.18M
|
52.5K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.6K+ 395.97% |
$928K - $976K
|
54.6K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.8K+ 1532.14% |
$401K - $422K
|
20.1K
$447K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
15.7KNew |
$334K - $351K
|
15.7K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.6K+ 262.81% |
$205K - $215K
|
13.3K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.35K+ 11.8% |
$178K - $187K
|
79.1K
$1.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.44K+ 27.36% |
$94.7K - $99.5K
|
20.7K
$461K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.37K+ 8.87% |
$50.5K - $53.1K
|
29.1K
$648K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.84KNew |
$39.2K - $41.2K
|
1.84K
$41K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.24KNew |
$26.4K - $27.7K
|
1.24K
$27.6K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16K+ 21.37% |
$24.8K - $26.1K
|
6.61K
$147K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
966New |
$20.6K - $21.6K
|
966
$21.5K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
765New |
$16.3K - $17.1K
|
765
$17.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
460+ 2.84% |
$9.8K - $10.3K
|
16.7K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.03% |
$63.9 - $67.2
|
10.3K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-229- 1.0% |
$4.88K - $5.13K
|
22.7K
$506K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-383- 2.2% |
$8.16K - $8.58K
|
17K
$379K
|