Purchases and Sales Made in Q3 2021 in Ishares Ibonds 2023 Term High (IBHC)
This table provides information about the institutional ownership of Ishares Ibonds 2023 Term High (IBHC) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2023 TERM HIGH .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
157K+ 162.39% |
$3.86M - $3.89M
|
254K
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
63.2KNew |
$1.55M - $1.57M
|
63.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.6KNew |
$1.41M - $1.43M
|
57.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.6K+ 19.54% |
$1.05M - $1.06M
|
261K
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.8K+ 68.67% |
$977K - $985K
|
97.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.8K+ 160.1% |
$634K - $639K
|
41.9K
$0
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
20.7KNew |
$509K - $514K
|
20.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19K+ 95.0% |
$467K - $471K
|
39K
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.9KNew |
$416K - $420K
|
16.9K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 29.09% |
$367K - $370K
|
66.2K
$0
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
14.3K+ 63.89% |
$352K - $355K
|
36.8K
$0
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
12.6K+ 11.44% |
$310K - $312K
|
123K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2KNew |
$274K - $277K
|
11.2K
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 4.59% |
$252K - $254K
|
234K
$0
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10.2K+ 83.66% |
$249K - $252K
|
22.3K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.57K+ 25.57% |
$235K - $237K
|
47K
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.88K+ 17.91% |
$120K - $121K
|
32.1K
$0
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
4.2K+ 23.57% |
$103K - $104K
|
22K
$0
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.62K+ 27.3% |
$88.8K - $89.6K
|
16.9K
$0
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
775+ 5.54% |
$19K - $19.2K
|
14.8K
$0
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
315+ 1.74% |
$7.74K - $7.81K
|
18.4K
$0
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
135+ 0.17% |
$3.32K - $3.35K
|
78.8K
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.2K- 32.77% |
$128K - $129K
|
10.7K
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.7K- 54.35% |
$1.17M - $1.18M
|
40.1K
$0
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-81.7K- 89.95% |
$2.01M - $2.02M
|
9.13K
$0
|