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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
170KNew |
$3.89M - $3.95M
|
170K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.57K+ 103.36% |
$81.9K - $83K
|
7.03K
$163K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$395K - $401K
|
17.3K
$401K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.06% |
$137 - $139
|
10K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13KNew |
$298K - $302K
|
13K
$302K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 1.99% |
$6.83K - $6.92K
|
15.4K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.68K+ 3.91% |
$107K - $108K
|
124K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$253K - $257K
|
11.1K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247New |
$5.63K - $5.7K
|
247
$5.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4KNew |
$441K - $447K
|
19.4K
$450K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500New |
$11.4K - $11.5K
|
500
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2KNew |
$45.6K - $46.2K
|
2K
$46.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.46KNew |
$78.8K - $79.8K
|
3.46K
$80.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-36.8K- 60.68% |
$838K - $849K
|
23.8K
$553K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
90New |
$2.05K - $2.08K
|
90
$2.09K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.98KNew |
$67.9K - $68.8K
|
2.98K
$69.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
121+ 1.12% |
$2.75K - $2.81K
|
11K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.52KNew |
$80K - $81.8K
|
3.52K
$81.7K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
389+ 2.68% |
$8.84K - $9.04K
|
14.9K
$347K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
700+ 175.0% |
$15.9K - $16.3K
|
1.1K
$25.5K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$432 - $441
|
19
$441
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
28.3K+ 12.55% |
$642K - $656K
|
253K
$5.88M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.09K+ 25.9% |
$24.8K - $25.3K
|
5.3K
$123K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$227K - $236K
|
10.2K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.7KNew |
$283K - $293K
|
12.7K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 33.33% |
$9.99K - $10.4K
|
1.8K
$41.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.57K+ 31.08% |
$79.2K - $82K
|
15K
$349K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.13KNew |
$136K - $141K
|
6.13K
$142K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
90New |
$2K - $2.07K
|
90
$2.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
233KNew |
$5.18M - $5.37M
|
233K
$5.42M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
120New |
$2.65K - $2.78K
|
120
$2.79K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21New |
$465 - $500
|
21
$488
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$4.43K - $4.76K
|
200
$4.64K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
300New |
$6.64K - $7.14K
|
300
$6.97K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
5.89K+ 39.03% |
$138K - $144K
|
21K
$487K
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|