Purchases and Sales Made in Q3 2023 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.4M+ 763.73% |
$32M - $32.4M
|
1.58M
$36.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.31M+ 6658.12% |
$29.9M - $30.4M
|
1.33M
$30.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
309K+ 39.97% |
$7.07M - $7.17M
|
1.08M
$25M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
170KNew |
$3.89M - $3.95M
|
170K
$3.94M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
169K+ 303.38% |
$3.86M - $3.92M
|
224K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146K+ 10.47% |
$3.35M - $3.4M
|
1.54M
$35.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 40.09% |
$3.01M - $3.05M
|
459K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
99.3K+ 40.11% |
$2.27M - $2.31M
|
347K
$8.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
69.3KNew |
$1.59M - $1.61M
|
69.3K
$1.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
69.1K+ 387.26% |
$1.58M - $1.61M
|
87K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65.7K+ 236.76% |
$1.5M - $1.53M
|
93.4K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
56.9KNew |
$1.3M - $1.32M
|
56.9K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.6K+ 300.04% |
$1.09M - $1.11M
|
63.5K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
47.2K+ 95.12% |
$1.08M - $1.1M
|
96.7K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.2K+ 9.46% |
$806K - $818K
|
407K
$9.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.6K+ 8.75% |
$792K - $803K
|
429K
$9.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26KNew |
$597K - $605K
|
26K
$603K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24.3KNew |
$557K - $565K
|
24.3K
$563K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 100.62% |
$513K - $520K
|
44.6K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 24.54% |
$493K - $500K
|
109K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
19.7K+ 29.38% |
$452K - $458K
|
86.9K
$2.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.3KNew |
$395K - $401K
|
17.3K
$400K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.2KNew |
$372K - $377K
|
16.2K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.1K+ 70.18% |
$345K - $350K
|
36.5K
$846K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
13KNew |
$298K - $302K
|
13K
$301K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 26.83% |
$294K - $298K
|
60.6K
$1.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
12.3KNew |
$281K - $285K
|
12.3K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$277K - $281K
|
12.1K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12K+ 44.99% |
$276K - $280K
|
38.8K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$262K - $266K
|
11.4K
$265K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11.1K+ 68.2% |
$254K - $257K
|
27.3K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11KNew |
$251K - $255K
|
11K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.7K+ 28.65% |
$246K - $249K
|
48.1K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 355.26% |
$240K - $243K
|
13.4K
$311K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
10.3KNew |
$237K - $240K
|
10.3K
$239K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
10.1KNew |
$231K - $235K
|
10.1K
$234K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.1KNew |
$231K - $234K
|
10.1K
$233K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.8K+ 31.07% |
$225K - $228K
|
41.3K
$958K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
9.78K+ 94.08% |
$224K - $227K
|
20.2K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.84KNew |
$203K - $205K
|
8.84K
$205K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.78K+ 1.68% |
$132K - $134K
|
349K
$8.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3.99K+ 13.43% |
$91.3K - $92.7K
|
33.7K
$780K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.84K+ 2.72% |
$87.9K - $89.2K
|
145K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.57K+ 103.36% |
$81.9K - $83K
|
7.03K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.56K+ 35.17% |
$81.6K - $82.7K
|
13.7K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.51K+ 17.91% |
$57.5K - $58.3K
|
16.5K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.44K+ 1.47% |
$55.9K - $56.7K
|
168K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.25K+ 10.89% |
$51.6K - $52.3K
|
22.9K
$531K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.01K+ 9.93% |
$46K - $46.7K
|
22.2K
$515K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.97K+ 5.77% |
$45.1K - $45.7K
|
36.1K
$836K
|