Lpl Financial LLC Ishares Ibonds 2024 Term High Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$23.11 - $23.29 $4.39 Million - $4.43 Million	-190,153 Reduced 28.15%	485,443 $11.3 Million
Q2 2024 Aug 07, 2024	BUY	$23.14 - $23.28 $6.71 Million - $6.75 Million	289,827 Added 75.13%	675,596 $15.7 Million
Q1 2024 May 10, 2024	SELL	$23.16 - $23.38 $923,782 - $932,558	-39,887 Reduced 9.37%	385,769 $9 Million
Q4 2023 Feb 14, 2024	BUY	$23.0 - $23.3 $1.81 Million - $1.84 Million	78,908 Added 22.76%	425,656 $9.88 Million
Q3 2023 Nov 13, 2023	BUY	$22.91 - $23.24 $2.27 Million - $2.31 Million	99,260 Added 40.11%	346,748 $8.04 Million
Q2 2023 Jul 31, 2023	BUY	$22.78 - $23.08 $839,875 - $850,936	36,869 Added 17.51%	247,488 $5.71 Million
Q1 2023 May 10, 2023	BUY	$22.73 - $23.23 $967,661 - $988,947	42,572 Added 25.33%	210,619 $4.87 Million
Q4 2022 Feb 07, 2023	BUY	$22.19 - $23.0 $499,341 - $517,569	22,503 Added 15.46%	168,047 $3.82 Million
Q3 2022 Nov 14, 2022	BUY	$22.06 - $23.14 $14,515 - $15,226	658 Added 0.45%	145,544 $3.24 Million
Q2 2022 Aug 12, 2022	BUY	$22.13 - $23.81 $160,287 - $172,455	7,243 Added 5.26%	144,886 $3.22 Million
Q1 2022 May 16, 2022	BUY	$23.39 - $24.47 $789,038 - $825,470	33,734 Added 32.46%	137,643 $3.27 Million
Q4 2021 Feb 14, 2022	BUY	$24.25 - $24.71 $152,120 - $155,005	6,273 Added 6.42%	103,909 $2.55 Million
Q3 2021 Nov 15, 2021	BUY	$24.58 - $24.83 $973,540 - $983,441	39,607 Added 68.25%	97,636 $2.42 Million
Q2 2021 Aug 13, 2021	BUY	$24.52 - $24.86 $1.05 Million - $1.06 Million	42,708 Added 278.75%	58,029 $1.44 Million
Q1 2021 May 14, 2021	BUY	$24.28 - $24.63 $371,993 - $377,356	15,321 New	15,321 $377,000

Others Institutions Holding IBHD

# of Institutions

15

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

86.1K
Shares

$2 Million
0.01% of portfolio
Ifp Advisors, Inc

69.7K
Shares

$1.62 Million
0.06% of portfolio
Raymond James & Associates St Petersburg, FL

62.9K
Shares

$1.46 Million
0.0% of portfolio
Wealthsource Partners, LLC

31.8K
Shares

$738,187
0.05% of portfolio

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