Purchases and Sales Made in Q1 2023 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2024 TERM HIGH .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
382K+ 5754.61% |
$8.68M - $8.87M
|
389K
$9M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
187KNew |
$4.26M - $4.35M
|
187K
$4.34M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
166KNew |
$3.77M - $3.85M
|
166K
$3.84M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
128KNew |
$2.9M - $2.96M
|
128K
$2.96M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.8K+ 26.5% |
$1.5M - $1.53M
|
314K
$7.28M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
63.5K+ 62.84% |
$1.44M - $1.48M
|
165K
$3.81M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
46.5K+ 97.22% |
$1.06M - $1.08M
|
94.4K
$2.19M
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
44.5K+ 381.38% |
$1.01M - $1.03M
|
56.2K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.6K+ 25.33% |
$968K - $989K
|
211K
$4.88M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.7KNew |
$880K - $899K
|
38.7K
$897K
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
33.5K+ 119.6% |
$761K - $778K
|
61.5K
$1.43M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
32.1K+ 18.77% |
$730K - $746K
|
203K
$4.71M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
31.2KNew |
$708K - $724K
|
31.2K
$722K
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
28.3K+ 12.55% |
$642K - $656K
|
253K
$5.87M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$586K - $599K
|
25.8K
$597K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.6K+ 22.55% |
$535K - $547K
|
128K
$2.97M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 1.62% |
$506K - $517K
|
1.39M
$32.3M
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
21.8KNew |
$497K - $508K
|
21.8K
$506K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.9KNew |
$476K - $487K
|
20.9K
$485K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.3KNew |
$438K - $448K
|
19.3K
$447K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17K+ 4.71% |
$387K - $395K
|
378K
$8.77M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 4.53% |
$376K - $384K
|
382K
$8.84M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
15.1KNew |
$343K - $351K
|
15.1K
$350K
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.6K+ 12.94% |
$310K - $317K
|
119K
$2.76M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.1KNew |
$298K - $305K
|
13.1K
$304K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
13KNew |
$295K - $302K
|
13K
$301K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.9K+ 92.55% |
$294K - $300K
|
26.9K
$623K
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.1KNew |
$276K - $282K
|
12.1K
$281K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 9.2% |
$274K - $280K
|
143K
$3.31M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.6KNew |
$265K - $271K
|
11.6K
$270K
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.3KNew |
$257K - $262K
|
11.3K
$262K
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10.6KNew |
$241K - $246K
|
10.6K
$245K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$233K - $238K
|
10.2K
$237K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.84K+ 884.1% |
$201K - $205K
|
9.84K
$228K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.74KNew |
$199K - $203K
|
8.74K
$202K
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8.08K+ 28.43% |
$184K - $188K
|
36.5K
$846K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
7.47K+ 24.95% |
$170K - $174K
|
37.4K
$867K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.26K+ 36.01% |
$119K - $122K
|
19.9K
$460K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.6K+ 14.25% |
$104K - $107K
|
36.8K
$854K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.54K+ 13.43% |
$103K - $105K
|
38.3K
$888K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.2K+ 5.19% |
$95.5K - $97.6K
|
85.2K
$1.97M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.52KNew |
$80K - $81.8K
|
3.52K
$81.6K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.47K+ 28.94% |
$78.8K - $80.6K
|
15.5K
$358K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.75K+ 10.25% |
$62.6K - $63.9K
|
29.6K
$686K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.31K+ 218.62% |
$52.6K - $53.7K
|
3.37K
$78.1K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.2K+ 12.09% |
$50K - $51.1K
|
20.4K
$473K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 6.92% |
$46.6K - $47.6K
|
31.7K
$734K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 0.71% |
$41.5K - $42.4K
|
259K
$5.99M
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
1.31K+ 1.35% |
$29.7K - $30.4K
|
98.3K
$2.28M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.14KNew |
$25.8K - $26.4K
|
1.14K
$26.3K
|