Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
508K+ 241.34% |
$11.2M - $11.5M
|
719K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
255K+ 2676.07% |
$5.65M - $5.76M
|
265K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
193K+ 55.67% |
$4.27M - $4.36M
|
540K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
158KNew |
$3.5M - $3.56M
|
158K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
83.2KNew |
$1.84M - $1.88M
|
83.2K
$1.86M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
62.7KNew |
$1.39M - $1.41M
|
62.7K
$1.41M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56.9K+ 44.73% |
$1.26M - $1.28M
|
184K
$4.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.4KNew |
$1.2M - $1.23M
|
54.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.6K+ 31.05% |
$986K - $1.01M
|
188K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.9K+ 47.03% |
$926K - $944K
|
131K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
32.5KNew |
$718K - $732K
|
32.5K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
30.5KNew |
$675K - $688K
|
30.5K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.8K+ 47.71% |
$504K - $513K
|
70.5K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
22.4K+ 7994.64% |
$495K - $505K
|
22.7K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.4KNew |
$385K - $392K
|
17.4K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.6KNew |
$367K - $374K
|
16.6K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16KNew |
$354K - $361K
|
16K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.8K+ 4.05% |
$328K - $335K
|
381K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.8KNew |
$306K - $312K
|
13.8K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 4.06% |
$299K - $305K
|
347K
$7.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 36.5% |
$289K - $294K
|
48.8K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.4KNew |
$274K - $279K
|
12.4K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
11.4KNew |
$253K - $258K
|
11.4K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.8KNew |
$238K - $243K
|
10.8K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.7K+ 32.22% |
$237K - $241K
|
43.9K
$984K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$235K - $240K
|
10.6K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6KNew |
$234K - $239K
|
10.6K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
10.3KNew |
$228K - $232K
|
10.3K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.23KNew |
$204K - $208K
|
9.23K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.41K+ 6.14% |
$186K - $189K
|
145K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.02KNew |
$177K - $181K
|
8.02K
$180K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.95K+ 28.29% |
$176K - $179K
|
36.1K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.67K+ 33.94% |
$169K - $173K
|
30.3K
$678K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.46K+ 17.45% |
$165K - $168K
|
50.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
7.34KNew |
$162K - $165K
|
7.34K
$164K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
7.09K+ 17.32% |
$157K - $160K
|
48K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
5.45K+ 7.86% |
$120K - $123K
|
74.7K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.24K+ 1.54% |
$116K - $118K
|
345K
$7.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.14K+ 12.37% |
$114K - $116K
|
46.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.55KNew |
$101K - $103K
|
4.55K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.44K+ 15.84% |
$98.1K - $100K
|
32.4K
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.16KNew |
$91.9K - $93.7K
|
4.16K
$93.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 4.58% |
$67.7K - $69K
|
70K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.63K+ 27.84% |
$58.1K - $59.2K
|
12.1K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.54K+ 5.55% |
$56.1K - $57.2K
|
48.3K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.13K+ 13.04% |
$47.2K - $48.1K
|
18.5K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.13K+ 40.62% |
$47K - $47.9K
|
7.36K
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.71K+ 8.71% |
$37.8K - $38.5K
|
21.3K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$36.5K - $37.2K
|
1.65K
$37K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55K+ 2.78% |
$34.2K - $34.9K
|
57.2K
$1.28M
|