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 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
90New |
$2.05K - $2.08K
|
90
$2.09K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
28.3K+ 12.55% |
$642K - $656K
|
253K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.52KNew |
$80K - $81.8K
|
3.52K
$81.7K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.09K+ 25.9% |
$24.8K - $25.3K
|
5.3K
$123K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
700+ 175.0% |
$15.9K - $16.3K
|
1.1K
$25.5K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
389+ 2.68% |
$8.84K - $9.04K
|
14.9K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
121+ 1.12% |
$2.75K - $2.81K
|
11K
$255K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$432 - $441
|
19
$441
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
233KNew |
$5.18M - $5.37M
|
233K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.7KNew |
$283K - $293K
|
12.7K
$296K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$227K - $236K
|
10.2K
$238K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.13KNew |
$136K - $141K
|
6.13K
$142K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
3.57K+ 31.08% |
$79.2K - $82K
|
15K
$349K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 33.33% |
$9.99K - $10.4K
|
1.8K
$41.8K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
90New |
$2K - $2.07K
|
90
$2.09K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
120New |
$2.65K - $2.78K
|
120
$2.79K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
300New |
$6.64K - $7.14K
|
300
$6.97K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$4.43K - $4.76K
|
200
$4.64K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21New |
$465 - $500
|
21
$488
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
5.89K+ 39.03% |
$138K - $144K
|
21K
$487K
|
|