Purchases and Sales Made in Q3 2024 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q3 2024. 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 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
126KNew |
$2.92M - $2.94M
|
126K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
120KNew |
$2.77M - $2.8M
|
120K
$2.78M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
37.1K+ 2.96% |
$856K - $863K
|
1.29M
$29.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.17K+ 1.77% |
$189K - $190K
|
469K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.58K+ 181.46% |
$129K - $130K
|
8.66K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 2.67% |
$62.3K - $62.8K
|
104K
$2.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.27K+ 15.15% |
$52.5K - $52.9K
|
17.3K
$400K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 5.2% |
$35.5K - $35.8K
|
31.1K
$720K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
825+ 4.35% |
$19.1K - $19.2K
|
19.8K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
673+ 7.15% |
$15.6K - $15.7K
|
10.1K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
664+ 4.18% |
$15.3K - $15.5K
|
16.6K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
493+ 0.61% |
$11.4K - $11.5K
|
81K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
358+ 1.63% |
$8.27K - $8.34K
|
22.3K
$517K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
267+ 1.43% |
$6.17K - $6.22K
|
18.9K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
259New |
$5.99K - $6.03K
|
259
$6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
83+ 0.6% |
$1.92K - $1.93K
|
13.9K
$322K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
48+ 0.54% |
$1.11K - $1.12K
|
8.88K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
34+ 0.37% |
$786 - $792
|
9.13K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.24% |
$393 - $396
|
7.25K
$168K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 0.07% |
$300 - $303
|
19.6K
$453K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.3% |
$231 - $233
|
779
$18K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6+ 0.07% |
$139 - $140
|
9.2K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$92.4 - $93.2
|
10.3K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-286- 0.41% |
$6.61K - $6.66K
|
69.4K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 27.28% |
$107K - $108K
|
12.4K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5K- 24.56% |
$116K - $116K
|
15.4K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.89K- 15.76% |
$136K - $137K
|
31.5K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.6K- 64.07% |
$176K - $177K
|
4.26K
$98.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-9.52K- 14.25% |
$220K - $222K
|
57.3K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.2K- 33.17% |
$236K - $238K
|
20.6K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-29.2K- 40.29% |
$674K - $679K
|
43.2K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30.6K- 72.06% |
$708K - $714K
|
11.9K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.6K- 72.59% |
$2.23M - $2.25M
|
36.5K
$845K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-119K- 45.19% |
$2.75M - $2.77M
|
145K
$3.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-144K- 69.55% |
$3.32M - $3.34M
|
62.9K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-151K- 31.62% |
$3.49M - $3.52M
|
327K
$7.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-330K- 75.44% |
$7.63M - $7.69M
|
107K
$2.49M
|