Latest Institutional Sells 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 sells. 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 sale 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 | |||||||
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 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-88.1K- 80.6% |
$2.07M - $2.09M
|
21.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60K- 23.56% |
$1.41M - $1.42M
|
195K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.4K- 23.88% |
$1.11M - $1.12M
|
151K
$0
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-44.3K- 57.24% |
$1.04M - $1.05M
|
33.1K
$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 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.2K- 30.22% |
$592K - $597K
|
58.2K
$0
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-22.7K- 13.72% |
$532K - $536K
|
142K
$0
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.77K- 46.85% |
$206K - $208K
|
9.95K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.59K- 6.79% |
$131K - $132K
|
76.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.18K- 17.81% |
$122K - $123K
|
23.9K
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.39K- 80.46% |
$103K - $104K
|
1.07K
$0
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.75K- 2.39% |
$88.1K - $88.8K
|
153K
$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
|
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 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
|
Asset Dedication, LLC
|
SELL
|
- |
-2.59K- 0.91% |
$60.9K - $61.4K
|
283K
$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
|
|
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
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-2.01K- 8.23% |
$47.1K - $47.5K
|
22.4K
$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
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.87K- 5.33% |
$43.9K - $44.3K
|
33.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.5K- 42.15% |
$35.3K - $35.5K
|
2.06K
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-825- 10.12% |
$19.4K - $19.5K
|
7.33K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-395- 2.81% |
$9.28K - $9.35K
|
13.7K
$0
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-291- 1.65% |
$6.84K - $6.89K
|
17.4K
$0
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-199- 0.39% |
$4.67K - $4.71K
|
51.2K
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48K- 81.64% |
$1.13M - $1.13M
|
10.8K
$0
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-21K- 79.63% |
$495K - $498K
|
5.38K
$0
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.12K- 15.64% |
$73.4K - $73.8K
|
16.8K
$0
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-350- 3.13% |
$8.23K - $8.28K
|
10.8K
$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
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3- 0.11% |
$70.5 - $71
|
2.67K
$0
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-16.6K- 63.75% |
$388K - $391K
|
9.41K
$0
|
|
Q4 2022 | |||||||
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-110K- 29.62% |
$2.58M - $2.6M
|
262K
$0
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.8K- 30.65% |
$182K - $183K
|
17.6K
$0
|
|
Q3 2022 | |||||||
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 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
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Single Point Partners, LLC
|
SELL
|
- |
-153KClosed |
$3.61M - $3.73M
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-33.2KClosed |
$783K - $810K
|
0
$0
|