Latest Institutional Purchases of Ishares Ibonds 2023 Term High (IBHC)
This list provides information on the latest institutional transactions involving Ishares Ibonds 2023 Term High (IBHC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.4K+ 517.17% |
$762K - $768K
|
38.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 192.5% |
$499K - $503K
|
32.3K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 6.77% |
$485K - $489K
|
326K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9KNew |
$279K - $281K
|
11.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.53K+ 77.49% |
$200K - $202K
|
19.5K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.44K+ 3.31% |
$198K - $200K
|
263K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.65K+ 6.56% |
$180K - $181K
|
124K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.28KNew |
$77K - $77.6K
|
3.28K
$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 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.91K+ 1.67% |
$68.2K - $68.8K
|
176K
$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
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.87K+ 13.84% |
$43.9K - $44.2K
|
15.4K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.6K+ 7.03% |
$37.5K - $37.8K
|
24.3K
$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 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.06KNew |
$24.9K - $25.1K
|
1.06K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
900New |
$21.1K - $21.3K
|
900
$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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
634+ 7.2% |
$14.9K - $15K
|
9.44K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
215+ 1.04% |
$5.05K - $5.09K
|
21K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
104+ 1.21% |
$2.44K - $2.46K
|
8.67K
$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 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$23.5 - $23.7
|
1
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
23.4KNew |
$550K - $554K
|
23.4K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11.4KNew |
$268K - $270K
|
11.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.57KNew |
$201K - $203K
|
8.57K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.6KNew |
$37.5K - $37.8K
|
1.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.43K+ 0.27% |
$33.7K - $33.9K
|
526K
$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
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
425K+ 133.99% |
$9.96M - $10M
|
742K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.02KNew |
$212K - $213K
|
9.02K
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3.4KNew |
$79.8K - $80.3K
|
3.4K
$0
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
554+ 12.03% |
$13K - $13.1K
|
5.16K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
215New |
$5.04K - $5.08K
|
215
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28+ 0.12% |
$657 - $661
|
24.2K
$0
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$416K - $419K
|
17.8K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
287New |
$6.7K - $6.75K
|
287
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
200+ 2.09% |
$4.67K - $4.7K
|
9.75K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
85New |
$1.98K - $2K
|
85
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
32+ 40.0% |
$747 - $753
|
112
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$23.4 - $23.5
|
1
$0
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$298K - $302K
|
12.8K
$0
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
200New |
$4.66K - $4.77K
|
200
$0
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16KNew |
$390K - $395K
|
16K
$0
|
|