Latest Institutional Purchases of Ishares Ibonds 2024 Term High (IBHD)
This list provides information on the latest institutional transactions involving Ishares Ibonds 2024 Term High (IBHD) 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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.35KNew |
$101K - $101K
|
4.35K
$101K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.3K
|
1K
$23.2K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
565New |
$13.1K - $13.2K
|
565
$13.1K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
223New |
$5.16K - $5.19K
|
223
$5.18K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.6KNew |
$708K - $714K
|
30.6K
$709K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.7KNew |
$617K - $623K
|
26.7K
$619K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.5KNew |
$336K - $339K
|
14.5K
$337K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.7KNew |
$248K - $250K
|
10.7K
$249K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$200K - $202K
|
8.62K
$200K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.27K+ 18.95% |
$75.7K - $76.4K
|
20.5K
$476K
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.07K+ 4.31% |
$24.7K - $25K
|
25.9K
$601K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690New |
$16K - $16.1K
|
690
$16K
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
473+ 3.84% |
$11K - $11.1K
|
12.8K
$297K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
195+ 32.18% |
$4.52K - $4.56K
|
801
$18.6K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.15% |
$23.2 - $23.4
|
88
$2.04K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
184KNew |
$4.23M - $4.28M
|
184K
$4.27M
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
86.4KNew |
$1.99M - $2.01M
|
86.4K
$2.01M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
51.7KNew |
$1.19M - $1.2M
|
51.7K
$1.2M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 22.76% |
$506K - $513K
|
119K
$2.76M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.1K+ 11.98% |
$462K - $468K
|
188K
$4.37M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
18.1KNew |
$415K - $421K
|
18.1K
$419K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.56K+ 43.0% |
$220K - $223K
|
31.8K
$738K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.7KNew |
$200K - $203K
|
8.7K
$202K
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
8.64KNew |
$199K - $201K
|
8.64K
$201K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.48KNew |
$149K - $151K
|
6.48K
$150K
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.91K+ 5.64% |
$89.8K - $91K
|
73.2K
$1.7M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39KNew |
$77.9K - $78.9K
|
3.39K
$78.6K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05KNew |
$47.2K - $47.8K
|
2.05K
$47.6K
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
900+ 8.72% |
$20.7K - $21K
|
11.2K
$261K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
431+ 3.15% |
$9.91K - $10K
|
14.1K
$328K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
318New |
$7.31K - $7.41K
|
318
$7.38K
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
250+ 2.21% |
$5.75K - $5.83K
|
11.6K
$269K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$5.18K - $5.24K
|
225
$5.22K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
198New |
$4.55K - $4.61K
|
198
$4.6K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$414 - $419
|
18
$418
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
170KNew |
$3.89M - $3.95M
|
170K
$3.95M
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$395K - $401K
|
17.3K
$401K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13KNew |
$298K - $302K
|
13K
$302K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$262K - $266K
|
11.4K
$265K
|
|
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 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.06% |
$137 - $139
|
10K
$232K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4KNew |
$441K - $447K
|
19.4K
$450K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$253K - $257K
|
11.1K
$258K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.68K+ 3.91% |
$107K - $108K
|
124K
$2.88M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.46KNew |
$78.8K - $79.8K
|
3.46K
$80.3K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.98KNew |
$67.9K - $68.8K
|
2.98K
$69.2K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2KNew |
$45.6K - $46.2K
|
2K
$46.4K
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500New |
$11.4K - $11.5K
|
500
$11.6K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
300+ 1.99% |
$6.83K - $6.92K
|
15.4K
$357K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
247New |
$5.63K - $5.7K
|
247
$5.74K
|