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 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2- 0.48% |
$45.4 - $46.1
|
412
$9.55K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-288- 1.72% |
$6.53K - $6.64K
|
16.4K
$381K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-652- 3.71% |
$14.8K - $15K
|
16.9K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.62K- 1.68% |
$36.7K - $37.3K
|
94.5K
$2.19M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2K- 54.05% |
$45.4K - $46.1K
|
1.7K
$39.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.33K- 9.16% |
$75.5K - $76.8K
|
33K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 6.59% |
$276K - $281K
|
173K
$4M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-25.2K- 13.14% |
$571K - $581K
|
166K
$3.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-229K- 27.06% |
$5.2M - $5.29M
|
618K
$14.3M
|