Purchases and Sales Made in Q4 2022 in Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36M+ 14014.53% |
$30.2M - $31.3M
|
1.37M
$31.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
320K+ 713.65% |
$7.11M - $7.36M
|
365K
$8.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257K+ 246.43% |
$5.7M - $5.91M
|
361K
$8.39M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
233KNew |
$5.18M - $5.37M
|
233K
$5.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
225KNew |
$5M - $5.18M
|
225K
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
221K+ 86.38% |
$4.91M - $5.09M
|
478K
$11.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
159K+ 1269.02% |
$3.52M - $3.65M
|
171K
$3.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
131KNew |
$2.91M - $3.01M
|
131K
$3.04M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
105KNew |
$2.34M - $2.42M
|
105K
$2.45M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
99.8KNew |
$2.22M - $2.3M
|
99.8K
$2.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.7K+ 61.61% |
$2.1M - $2.18M
|
248K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
81.2KNew |
$1.8M - $1.87M
|
81.2K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
64.4K+ 345.45% |
$1.43M - $1.48M
|
83.1K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47.9KNew |
$1.06M - $1.1M
|
47.9K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
29.9KNew |
$664K - $689K
|
29.9K
$696K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.6KNew |
$658K - $682K
|
29.6K
$689K
|
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
28KNew |
$622K - $644K
|
28K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.7KNew |
$614K - $636K
|
27.7K
$642K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.6K+ 32.11% |
$545K - $565K
|
101K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 15.46% |
$499K - $518K
|
168K
$3.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
22.3KNew |
$495K - $513K
|
22.3K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.3K+ 148.85% |
$428K - $444K
|
32.3K
$749K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19KNew |
$421K - $436K
|
19K
$440K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$404K - $419K
|
18.2K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 29.57% |
$398K - $412K
|
78.6K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9KNew |
$397K - $412K
|
17.9K
$416K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.8K+ 87.94% |
$351K - $364K
|
33.8K
$785K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
15K+ 81.11% |
$333K - $345K
|
33.5K
$779K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
14.6KNew |
$324K - $336K
|
14.6K
$339K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
14.5KNew |
$323K - $334K
|
14.5K
$338K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14KNew |
$310K - $321K
|
14K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 58.93% |
$299K - $310K
|
36.3K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
12.7KNew |
$283K - $293K
|
12.7K
$296K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$272K - $282K
|
12.3K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12KNew |
$266K - $276K
|
12K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$241K - $249K
|
10.8K
$252K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$231K - $239K
|
10.4K
$241K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
10.3KNew |
$229K - $237K
|
10.3K
$239K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$227K - $236K
|
10.2K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$227K - $236K
|
10.2K
$238K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.94K+ 25.67% |
$221K - $229K
|
48.7K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.96KNew |
$199K - $206K
|
8.96K
$208K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7.85K+ 39.77% |
$174K - $181K
|
27.6K
$641K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.84K+ 41.2% |
$174K - $180K
|
26.9K
$624K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.83K+ 38.02% |
$174K - $180K
|
28.4K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.09K+ 7.28% |
$157K - $163K
|
104K
$2.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6.77K+ 137.78% |
$150K - $156K
|
11.7K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.22K+ 8.31% |
$138K - $143K
|
81K
$1.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6.13KNew |
$136K - $141K
|
6.13K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.57K+ 2.22% |
$124K - $128K
|
257K
$5.96M
|