Purchases and Sales Made in Q2 2023 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.03M+ 3977.68% |
$23.3M - $23.7M
|
1.05M
$24.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
384K+ 98.71% |
$8.74M - $8.85M
|
772K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
316KNew |
$7.21M - $7.3M
|
316K
$7.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
140K+ 68.83% |
$3.19M - $3.23M
|
343K
$7.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
122K+ 38.94% |
$2.79M - $2.82M
|
437K
$10.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9K+ 17.51% |
$840K - $851K
|
247K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
25K+ 7.22% |
$571K - $578K
|
372K
$8.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.4K+ 15.66% |
$510K - $517K
|
165K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
21.5KNew |
$489K - $495K
|
21.5K
$499K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21.1KNew |
$481K - $487K
|
21.1K
$490K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
19.6KNew |
$447K - $453K
|
19.6K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
19.5K+ 20.68% |
$445K - $451K
|
114K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4KNew |
$441K - $447K
|
19.4K
$450K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 56.42% |
$407K - $413K
|
49.6K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$397K - $402K
|
17.4K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17.3K+ 20.78% |
$393K - $398K
|
100K
$2.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17K+ 10.27% |
$388K - $393K
|
183K
$4.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.8K+ 43.48% |
$383K - $389K
|
55.5K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 3.49% |
$303K - $307K
|
395K
$9.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$253K - $257K
|
11.1K
$258K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5K+ 39.24% |
$240K - $243K
|
37.4K
$869K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
10.1KNew |
$231K - $234K
|
10.1K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.99KNew |
$228K - $231K
|
9.99K
$232K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.56KNew |
$218K - $221K
|
9.56K
$222K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.49K+ 24.76% |
$216K - $219K
|
47.8K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.25K+ 3.58% |
$211K - $213K
|
268K
$6.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.72KNew |
$199K - $201K
|
8.72K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
7.85K+ 35.92% |
$179K - $181K
|
29.7K
$690K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7.79K+ 4.15% |
$177K - $180K
|
195K
$4.54M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.14K+ 81.69% |
$163K - $165K
|
15.9K
$369K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
6.42K+ 11.43% |
$146K - $148K
|
62.6K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.78K+ 27.61% |
$132K - $133K
|
26.7K
$621K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5.63K+ 9.14% |
$128K - $130K
|
67.1K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.86K+ 0.35% |
$111K - $112K
|
1.4M
$32.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.68K+ 3.91% |
$107K - $108K
|
124K
$2.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.59K+ 39.42% |
$105K - $106K
|
16.2K
$377K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.55K+ 12.46% |
$104K - $105K
|
41.1K
$954K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.47K+ 1.79% |
$102K - $103K
|
255K
$5.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.55K+ 2.98% |
$80.9K - $82K
|
123K
$2.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.46KNew |
$78.8K - $79.8K
|
3.46K
$80.3K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.14K+ 24.3% |
$71.4K - $72.4K
|
16K
$373K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
3.11K+ 20.61% |
$70.9K - $71.9K
|
18.2K
$423K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.98KNew |
$67.9K - $68.8K
|
2.98K
$69.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.72K+ 24.04% |
$61.9K - $62.7K
|
14K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 2.93% |
$57K - $57.7K
|
87.7K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2KNew |
$45.6K - $46.2K
|
2K
$46.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 6.55% |
$44.2K - $44.8K
|
31.5K
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.85K+ 11.98% |
$42.2K - $42.7K
|
17.3K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.81K+ 159.15% |
$41.2K - $41.7K
|
2.94K
$68.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54K+ 9.66% |
$35.1K - $35.5K
|
17.5K
$406K
|