Latest Institutional Transactions on Ishares Ibonds 2024 Term High (IBHD)
This table provides information on the latest institutional transactions involving Ishares Ibonds 2024 Term High (IBHD) 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 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 0.07% |
$300 - $303
|
19.6K
$455K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.58K+ 181.46% |
$129K - $130K
|
8.66K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-330K- 75.44% |
$7.63M - $7.69M
|
107K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.3% |
$231 - $233
|
779
$18.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.24% |
$393 - $396
|
7.25K
$169K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 27.28% |
$107K - $108K
|
12.4K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.89K- 15.76% |
$136K - $137K
|
31.5K
$733K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
259New |
$5.99K - $6.03K
|
259
$6.02K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
673+ 7.15% |
$15.6K - $15.7K
|
10.1K
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.6K- 64.07% |
$176K - $177K
|
4.26K
$99K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5K- 24.56% |
$116K - $116K
|
15.4K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
664+ 4.18% |
$15.3K - $15.5K
|
16.6K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-9.52K- 14.25% |
$220K - $222K
|
57.3K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
126KNew |
$2.92M - $2.94M
|
126K
$2.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 5.2% |
$35.5K - $35.8K
|
31.1K
$723K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.6K- 72.59% |
$2.23M - $2.25M
|
36.5K
$848K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-144K- 69.55% |
$3.32M - $3.34M
|
62.9K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.17K+ 1.77% |
$189K - $190K
|
469K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-29.2K- 40.29% |
$674K - $679K
|
43.2K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
83+ 0.6% |
$1.92K - $1.93K
|
13.9K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 2.67% |
$62.3K - $62.8K
|
104K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
358+ 1.63% |
$8.27K - $8.34K
|
22.3K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
267+ 1.43% |
$6.17K - $6.22K
|
18.9K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$92.4 - $93.2
|
10.3K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-151K- 31.62% |
$3.49M - $3.52M
|
327K
$7.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-286- 0.41% |
$6.61K - $6.66K
|
69.4K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.27K+ 15.15% |
$52.5K - $52.9K
|
17.3K
$402K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
48+ 0.54% |
$1.11K - $1.12K
|
8.88K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
493+ 0.61% |
$11.4K - $11.5K
|
81K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
120KNew |
$2.77M - $2.8M
|
120K
$2.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6+ 0.07% |
$139 - $140
|
9.2K
$214K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.2K- 33.17% |
$236K - $238K
|
20.6K
$479K
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 2.96% |
$856K - $863K
|
1.29M
$29.9M
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.99K- 27.5% |
$92.3K - $92.8K
|
10.5K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
565New |
$13.1K - $13.2K
|
565
$13.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.26K- 63.73% |
$75.4K - $75.8K
|
1.85K
$43.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-7.24K- 33.19% |
$168K - $169K
|
14.6K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.91K- 14.86% |
$44.2K - $44.5K
|
11K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 261.26% |
$664K - $668K
|
39.7K
$922K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.19K- 47.56% |
$213K - $214K
|
10.1K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-44.7K- 99.7% |
$1.03M - $1.04M
|
133
$3.09K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.11K- 7.38% |
$25.7K - $25.9K
|
13.9K
$324K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.87KNew |
$205K - $207K
|
8.87K
$206K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 22.92% |
$347K - $349K
|
50.4K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
223New |
$5.16K - $5.19K
|
223
$5.18K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 45.1% |
$264K - $266K
|
13.9K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.11K+ 11.6% |
$165K - $166K
|
68.4K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.35KNew |
$101K - $101K
|
4.35K
$101K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
42.9K+ 6.91% |
$993K - $999K
|
664K
$15.4M
|
|