Purchases and Sales Made in Q2 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3.16K+ 5.09% |
$73.4K - $73.9K
|
65.4K
$1.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.99K+ 6.83% |
$69.4K - $69.9K
|
46.8K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.73K+ 18.21% |
$63.3K - $63.8K
|
17.7K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.68K+ 6.97% |
$62.2K - $62.7K
|
41.2K
$954K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 47.26% |
$57.5K - $57.9K
|
7.73K
$179K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.43K+ 19.2% |
$56.3K - $56.7K
|
15.1K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$51K - $51.4K
|
2.2K
$51K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.04K+ 5.6% |
$47.4K - $47.7K
|
38.5K
$893K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2K+ 9.91% |
$46.4K - $46.7K
|
22.2K
$515K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.84KNew |
$42.7K - $43K
|
1.84K
$42.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.44K+ 24.62% |
$33.4K - $33.7K
|
7.29K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.31K+ 303.72% |
$30.3K - $30.5K
|
1.74K
$40.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 0.48% |
$27.4K - $27.6K
|
248K
$5.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.12K+ 4.84% |
$26.1K - $26.3K
|
24.4K
$565K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.12K+ 10.69% |
$25.9K - $26.1K
|
11.5K
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.05K+ 0.17% |
$24.2K - $24.4K
|
630K
$14.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
919+ 8.71% |
$21.3K - $21.5K
|
11.5K
$266K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
803New |
$18.6K - $18.8K
|
803
$18.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
753+ 6.99% |
$17.5K - $17.6K
|
11.5K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
689+ 11.86% |
$16K - $16.1K
|
6.5K
$151K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
625+ 1.82% |
$14.5K - $14.6K
|
35K
$812K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
482+ 3.53% |
$11.2K - $11.3K
|
14.1K
$328K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
463New |
$10.7K - $10.8K
|
463
$10.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
450+ 2.53% |
$10.4K - $10.5K
|
18.2K
$423K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
400New |
$9.28K - $9.35K
|
400
$9.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
313+ 3.3% |
$7.26K - $7.31K
|
9.8K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
277+ 0.81% |
$6.42K - $6.47K
|
34.6K
$802K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
227+ 2.03% |
$5.26K - $5.3K
|
11.4K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
200+ 0.44% |
$4.64K - $4.67K
|
45.7K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
172+ 1.53% |
$3.99K - $4.02K
|
11.4K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
163+ 1.51% |
$3.78K - $3.81K
|
10.9K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155+ 1.29% |
$3.59K - $3.62K
|
12.2K
$282K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40New |
$928 - $935
|
40
$928
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
22+ 1.77% |
$510 - $514
|
1.26K
$29.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-153- 2.46% |
$3.55K - $3.58K
|
6.07K
$141K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-297- 22.9% |
$6.89K - $6.94K
|
1K
$23.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-670- 6.22% |
$15.5K - $15.7K
|
10.1K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-906- 1.18% |
$21K - $21.2K
|
75.6K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.23K- 11.13% |
$28.5K - $28.7K
|
9.79K
$227K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.44K- 5.72% |
$33.5K - $33.7K
|
23.8K
$552K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.9K- 7.92% |
$44.1K - $44.4K
|
22.1K
$512K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.94K- 15.6% |
$45K - $45.4K
|
10.5K
$243K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 12.65% |
$54.2K - $54.7K
|
16.1K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.5K- 12.88% |
$128K - $129K
|
37.2K
$863K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 24.82% |
$348K - $351K
|
45.4K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-23.4K- 99.24% |
$544K - $548K
|
179
$4.15K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-32.6K- 4.85% |
$756K - $762K
|
640K
$14.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45K- 33.91% |
$1.04M - $1.05M
|
87.7K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-100K- 83.61% |
$2.33M - $2.34M
|
19.7K
$456K
|