Latest Institutional Transactions on Ishares Ibonds 2023 Term High (IBHC)
This table provides information on the latest institutional transactions involving Ishares Ibonds 2023 Term High (IBHC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.21KClosed |
N/A
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-20.7KClosed |
$0 - $490K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.81K- 3.49% |
$0 - $43K
|
50.2K
$0
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
900New |
$21.1K - $21.3K
|
900
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-825- 10.12% |
$19.4K - $19.5K
|
7.33K
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.4K+ 517.17% |
$762K - $768K
|
38.7K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.28KNew |
$77K - $77.6K
|
3.28K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.59K- 6.79% |
$131K - $132K
|
76.8K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 6.77% |
$485K - $489K
|
326K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 192.5% |
$499K - $503K
|
32.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.5K- 42.15% |
$35.3K - $35.5K
|
2.06K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.1K- 67.09% |
$847K - $854K
|
17.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.38K+ 7.67% |
$32.3K - $32.6K
|
19.3K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.61K- 25.51% |
$84.8K - $85.5K
|
10.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.87K+ 13.84% |
$43.9K - $44.2K
|
15.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.4K- 23.88% |
$1.11M - $1.12M
|
151K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.02K- 5.3% |
$47.5K - $47.9K
|
36.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.26K- 7.29% |
$76.5K - $77.1K
|
41.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-3.02K- 16.62% |
$71K - $71.6K
|
15.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
267K+ 142.1% |
$6.26M - $6.31M
|
454K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
101K+ 40.1% |
$2.37M - $2.39M
|
353K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.75K- 2.39% |
$88.1K - $88.8K
|
153K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.61K- 6.63% |
$61.3K - $61.8K
|
36.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
104+ 1.21% |
$2.44K - $2.46K
|
8.67K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9KNew |
$279K - $281K
|
11.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60K- 23.56% |
$1.41M - $1.42M
|
195K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.59K- 0.91% |
$60.9K - $61.4K
|
283K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.06KNew |
$24.9K - $25.1K
|
1.06K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.53K+ 77.49% |
$200K - $202K
|
19.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
56+ 0.28% |
$1.32K - $1.33K
|
20.2K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
14+ 0.04% |
$329 - $332
|
31.2K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.39K- 80.46% |
$103K - $104K
|
1.07K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.2K- 30.22% |
$592K - $597K
|
58.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
634+ 7.2% |
$14.9K - $15K
|
9.44K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.44K+ 3.31% |
$198K - $200K
|
263K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-2K- 20.62% |
$47K - $47.4K
|
7.7K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.18K- 17.81% |
$122K - $123K
|
23.9K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.6K+ 7.03% |
$37.5K - $37.8K
|
24.3K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 5.33% |
$43.9K - $44.3K
|
33.2K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-22.7K- 13.72% |
$532K - $536K
|
142K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-291- 1.65% |
$6.84K - $6.89K
|
17.4K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
864+ 0.35% |
$20.3K - $20.5K
|
249K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$23.5 - $23.7
|
1
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-2.01K- 8.23% |
$47.1K - $47.5K
|
22.4K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-44.3K- 57.24% |
$1.04M - $1.05M
|
33.1K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.08K+ 12.48% |
$72.3K - $72.9K
|
27.7K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.52K+ 18.42% |
$59.1K - $59.6K
|
16.2K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-106K- 49.03% |
$2.5M - $2.52M
|
111K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.91K+ 1.67% |
$68.2K - $68.8K
|
176K
$0
|
|