Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.4K+ 13.71% |
$565K - $579K
|
219K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.5K+ 23.4% |
$396K - $406K
|
97.6K
$2.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2KNew |
$325K - $333K
|
15.2K
$339K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7KNew |
$314K - $321K
|
14.7K
$327K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8KNew |
$230K - $236K
|
10.8K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.24K+ 124.55% |
$176K - $181K
|
14.8K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.98K+ 38.58% |
$171K - $175K
|
28.7K
$639K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.47K+ 25.66% |
$160K - $164K
|
36.6K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.45K+ 37.89% |
$138K - $141K
|
23.5K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.84K+ 9.19% |
$39.5K - $40.4K
|
21.9K
$488K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.73KNew |
$37.1K - $38K
|
1.73K
$38.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
1.49K+ 9.51% |
$31.9K - $32.7K
|
17.2K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
170+ 1.02% |
$3.64K - $3.73K
|
16.8K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
21+ 1.69% |
$450 - $460
|
1.26K
$28.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5+ 0.05% |
$107 - $110
|
10.3K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-116- 0.51% |
$2.48K - $2.54K
|
22.6K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-25.5K- 46.67% |
$545K - $558K
|
29.1K
$649K
|