Purchases and Sales Made in Q4 2024 in Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2028 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316KNew |
$7.32M - $7.5M
|
316K
$7.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
177K+ 70.73% |
$4.11M - $4.21M
|
428K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
51.6K+ 5.92% |
$1.2M - $1.22M
|
923K
$21.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.9K+ 36.76% |
$1.02M - $1.04M
|
163K
$3.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.1K+ 69.21% |
$836K - $857K
|
88.2K
$2.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$350K - $358K
|
15.1K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.7KNew |
$248K - $254K
|
10.7K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
$80.4K - $82.3K
|
3.47K
$82K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.03K+ 20.57% |
$70.3K - $72K
|
17.8K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.58K+ 30.15% |
$59.8K - $61.2K
|
11.1K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.76K+ 16.27% |
$40.7K - $41.7K
|
12.6K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
930+ 6.47% |
$21.6K - $22.1K
|
15.3K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
758New |
$17.6K - $18K
|
758
$17.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
294+ 2.07% |
$6.81K - $6.98K
|
14.5K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.24% |
$394 - $404
|
775
$18.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.82K- 10.15% |
$42.1K - $43.2K
|
16.1K
$381K
|