Purchases and Sales Made in Q3 2023 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
649KNew |
$14.7M - $15M
|
649K
$15M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
618KNew |
$14M - $14.3M
|
618K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
534K+ 4889.1% |
$12.1M - $12.3M
|
545K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
474KNew |
$10.8M - $10.9M
|
474K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
262K+ 909.31% |
$5.93M - $6.03M
|
290K
$6.73M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
177KNew |
$4.01M - $4.07M
|
177K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
123KNew |
$2.8M - $2.85M
|
123K
$2.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
63KNew |
$1.43M - $1.45M
|
63K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.1K+ 118.69% |
$1.32M - $1.34M
|
107K
$2.48M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.4KNew |
$1.05M - $1.07M
|
46.4K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.3K+ 43.97% |
$1.01M - $1.02M
|
145K
$3.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
26.6K+ 14.95% |
$604K - $614K
|
205K
$4.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
24.7KNew |
$561K - $571K
|
24.7K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.5K+ 7.18% |
$306K - $311K
|
201K
$4.66M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 6.69% |
$293K - $298K
|
206K
$4.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12KNew |
$273K - $277K
|
12K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 101.08% |
$266K - $270K
|
23.3K
$540K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
11.7KNew |
$265K - $269K
|
11.7K
$271K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 19.28% |
$232K - $235K
|
63.1K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 3.49% |
$230K - $234K
|
300K
$6.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.15K+ 18.97% |
$208K - $211K
|
57.4K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.14KNew |
$207K - $211K
|
9.14K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
7.93K+ 500.38% |
$180K - $183K
|
9.51K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.65K+ 18.2% |
$174K - $176K
|
49.7K
$1.15M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.92K+ 1.95% |
$112K - $114K
|
257K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.66K+ 192.77% |
$106K - $108K
|
7.08K
$164K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4K+ 308.4% |
$90.8K - $92.3K
|
5.3K
$123K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3.64K+ 10.78% |
$82.7K - $84K
|
37.4K
$868K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.89KNew |
$65.5K - $66.6K
|
2.89K
$66.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.74K+ 11.59% |
$62.3K - $63.3K
|
26.4K
$612K
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.7K+ 0.98% |
$61.4K - $62.4K
|
279K
$6.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.56K+ 18.15% |
$58.1K - $59.1K
|
16.7K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 1.33% |
$52.8K - $53.7K
|
177K
$4.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.31K+ 1.41% |
$52.4K - $53.3K
|
166K
$3.84M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 18.37% |
$50.2K - $51.1K
|
14.3K
$331K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.99KNew |
$45.1K - $45.9K
|
1.99K
$46.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 4.56% |
$39.5K - $40.1K
|
39.9K
$925K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.7K+ 5.48% |
$38.5K - $39.1K
|
32.6K
$757K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.63K+ 6.98% |
$36.9K - $37.5K
|
24.9K
$578K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
818+ 1.85% |
$18.6K - $18.9K
|
45K
$1.04M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
510+ 2.47% |
$11.6K - $11.8K
|
21.2K
$491K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
357New |
$8.1K - $8.24K
|
357
$8.28K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
283+ 2.7% |
$6.42K - $6.53K
|
10.8K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
126+ 0.73% |
$2.86K - $2.91K
|
17.4K
$405K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
31+ 0.8% |
$703 - $715
|
3.89K
$90.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.09% |
$522 - $531
|
26.2K
$608K
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 0.02% |
$45.4 - $46.1
|
10.8K
$250K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.2% |
$22.7 - $23.1
|
511
$11.9K
|