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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 2.81% |
$9.28K - $9.35K
|
13.7K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.65K+ 6.56% |
$180K - $181K
|
124K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-199- 0.39% |
$4.67K - $4.71K
|
51.2K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.77K- 46.85% |
$206K - $208K
|
9.95K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-88.1K- 80.6% |
$2.07M - $2.09M
|
21.2K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.19K- 14.94% |
$51.4K - $51.8K
|
12.5K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
215+ 1.04% |
$5.05K - $5.09K
|
21K
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43K+ 0.27% |
$33.7K - $33.9K
|
526K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48K- 81.64% |
$1.13M - $1.13M
|
10.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.57KNew |
$201K - $203K
|
8.57K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-21K- 79.63% |
$495K - $498K
|
5.38K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
23.4KNew |
$550K - $554K
|
23.4K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.6KNew |
$37.5K - $37.8K
|
1.6K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
422New |
$9.92K - $9.98K
|
422
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
85New |
$2K - $2.01K
|
85
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-286- 22.24% |
$6.72K - $6.77K
|
1K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.12K- 15.64% |
$73.4K - $73.8K
|
16.8K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3- 0.11% |
$70.5 - $71
|
2.67K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-350- 3.13% |
$8.23K - $8.28K
|
10.8K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.4KNew |
$268K - $270K
|
11.4K
$0
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.02KNew |
$212K - $213K
|
9.02K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.12% |
$657 - $661
|
24.2K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
215New |
$5.04K - $5.08K
|
215
$0
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
425K+ 133.99% |
$9.96M - $10M
|
742K
$0
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
554+ 12.03% |
$13K - $13.1K
|
5.16K
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3.4KNew |
$79.8K - $80.3K
|
3.4K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-16.6K- 63.75% |
$388K - $391K
|
9.41K
$0
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
200+ 2.09% |
$4.67K - $4.7K
|
9.75K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$23.4 - $23.5
|
1
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
32+ 40.0% |
$747 - $753
|
112
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.8K- 30.65% |
$182K - $183K
|
17.6K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-110K- 29.62% |
$2.58M - $2.6M
|
262K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
287New |
$6.7K - $6.75K
|
287
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$416K - $419K
|
17.8K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
85New |
$1.98K - $2K
|
85
$0
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$298K - $302K
|
12.8K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.3K- 48.44% |
$358K - $362K
|
16.3K
$0
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-265KClosed |
$6.17M - $6.32M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
200New |
$4.66K - $4.77K
|
200
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.9K- 53.09% |
$462K - $473K
|
17.5K
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-19.4KClosed |
$458K - $474K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.1KClosed |
$332K - $344K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-16.9KClosed |
$411K - $418K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$390K - $395K
|
16K
$0
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-33.2KClosed |
$783K - $810K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-153KClosed |
$3.61M - $3.73M
|
0
$0
|
|