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
|
Element Wealth, LLC
|
BUY
|
- |
1.09K+ 25.9% |
$24.8K - $25.3K
|
5.3K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 11.63% |
$23.7K - $24.2K
|
10K
$232K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
700+ 175.0% |
$15.9K - $16.3K
|
1.1K
$25.5K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
651+ 5.31% |
$14.8K - $15.1K
|
12.9K
$299K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
505New |
$11.5K - $11.7K
|
505
$11.7K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
484+ 46.85% |
$11K - $11.2K
|
1.52K
$35.1K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
389+ 2.68% |
$8.84K - $9.04K
|
14.9K
$346K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
330+ 0.28% |
$7.5K - $7.67K
|
120K
$2.77M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
220New |
$5K - $5.11K
|
220
$5.1K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
121+ 1.12% |
$2.75K - $2.81K
|
11K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.14% |
$1.16K - $1.18K
|
36.4K
$842K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19New |
$432 - $441
|
19
$440
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$45.5 - $46.5
|
10.3K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-117- 7.16% |
$2.66K - $2.72K
|
1.52K
$35.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-166- 0.96% |
$3.77K - $3.86K
|
17.1K
$397K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-687- 2.9% |
$15.6K - $16K
|
23K
$533K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-752- 2.24% |
$17.1K - $17.5K
|
32.8K
$759K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-758- 57.21% |
$17.2K - $17.6K
|
567
$13.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-800- 4.22% |
$18.2K - $18.6K
|
18.2K
$421K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.35K- 12.06% |
$30.7K - $31.4K
|
9.84K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.97K- 11.02% |
$44.9K - $45.9K
|
15.9K
$369K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.5K- 72.96% |
$79.4K - $81.2K
|
1.3K
$30K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.91K- 4.82% |
$88.9K - $90.9K
|
77.3K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.8K- 21.52% |
$109K - $111K
|
17.5K
$405K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-5.39K- 19.55% |
$123K - $125K
|
22.2K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.51K- 9.55% |
$171K - $174K
|
71.1K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.5K- 6.18% |
$375K - $383K
|
251K
$5.8M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-39.2K- 39.27% |
$891K - $911K
|
60.6K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 27.41% |
$2.98M - $3.04M
|
347K
$8.03M
|