Purchases and Sales Made in Q1 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES IBONDS 2025 TERM HIGH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
625K+ 111.85% |
$14.4M - $14.6M
|
1.18M
$27.5M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
470K+ 3505.41% |
$10.8M - $11M
|
484K
$11.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
251KNew |
$5.79M - $5.89M
|
251K
$5.83M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
233K+ 1746.24% |
$5.38M - $5.47M
|
247K
$5.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
152KNew |
$3.49M - $3.55M
|
152K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 28.51% |
$3.43M - $3.49M
|
672K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145K+ 29.63% |
$3.34M - $3.4M
|
635K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 12.05% |
$2.67M - $2.72M
|
1.08M
$25M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104KNew |
$2.39M - $2.43M
|
104K
$2.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
97.3K+ 679.5% |
$2.24M - $2.28M
|
112K
$2.59M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
76.5K+ 13.85% |
$1.76M - $1.79M
|
629K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
74K+ 40.76% |
$1.71M - $1.73M
|
256K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.6KNew |
$1.7M - $1.72M
|
73.6K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.2K+ 81.34% |
$1.48M - $1.5M
|
143K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.1K+ 18.35% |
$1.06M - $1.08M
|
297K
$6.89M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.1K+ 18.35% |
$1.06M - $1.08M
|
297K
$6.89M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.6KNew |
$1.03M - $1.05M
|
44.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
42.7KNew |
$985K - $1M
|
42.7K
$991K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
38.5KNew |
$886K - $901K
|
38.5K
$892K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37.8K+ 51.81% |
$871K - $886K
|
111K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.6K+ 19.28% |
$866K - $881K
|
233K
$5.39M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.6K+ 135.36% |
$842K - $857K
|
63.6K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
35.5KNew |
$817K - $831K
|
35.5K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35K+ 18.89% |
$808K - $821K
|
221K
$5.11M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
24.6K+ 237.45% |
$568K - $577K
|
35K
$812K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24KNew |
$553K - $562K
|
24K
$557K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24K+ 2.72% |
$552K - $561K
|
904K
$21M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.3KNew |
$537K - $546K
|
23.3K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$314K - $320K
|
13.7K
$317K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.6KNew |
$291K - $296K
|
12.6K
$293K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 3.99% |
$270K - $274K
|
305K
$7.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.5KNew |
$264K - $269K
|
11.5K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4KNew |
$263K - $267K
|
11.4K
$264K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 9.08% |
$262K - $266K
|
136K
$3.16M
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.2KNew |
$258K - $263K
|
11.2K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$248K - $252K
|
10.8K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$248K - $252K
|
10.8K
$250K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.5K+ 101.21% |
$242K - $246K
|
20.9K
$485K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10.4K+ 20.86% |
$240K - $244K
|
60.4K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.86K+ 11.0% |
$227K - $231K
|
99.5K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.49KNew |
$219K - $222K
|
9.49K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.31KNew |
$214K - $218K
|
9.31K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9.16K+ 17.26% |
$211K - $215K
|
62.2K
$1.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.68KNew |
$200K - $203K
|
8.68K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.35K+ 14.8% |
$192K - $196K
|
64.8K
$1.5M
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
8.32K+ 3.96% |
$192K - $195K
|
218K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.24K+ 69.43% |
$190K - $193K
|
20.1K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.64K+ 26.51% |
$176K - $179K
|
36.5K
$845K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.75K+ 431.82% |
$109K - $111K
|
5.85K
$136K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 6.81% |
$92K - $93.6K
|
62.7K
$1.45M
|