Purchases and Sales Made in Q3 2024 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
421K+ 109.75% |
$9.69M - $9.8M
|
804K
$18.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
162K+ 12.74% |
$3.74M - $3.79M
|
1.44M
$33.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
112K+ 159.37% |
$2.58M - $2.61M
|
182K
$4.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
102K+ 274.52% |
$2.35M - $2.38M
|
139K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
85.9K+ 31.95% |
$1.98M - $2M
|
355K
$8.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
85.5KNew |
$1.97M - $1.99M
|
85.5K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
74.7K+ 98.76% |
$1.72M - $1.74M
|
150K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.7K+ 10.66% |
$1.7M - $1.72M
|
765K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58.7K+ 81.29% |
$1.35M - $1.37M
|
131K
$3.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
54.1K+ 68.96% |
$1.24M - $1.26M
|
132K
$3.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47.5KNew |
$1.09M - $1.11M
|
47.5K
$1.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
47.4K+ 7.53% |
$1.09M - $1.1M
|
677K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
46.4K+ 36.67% |
$1.07M - $1.08M
|
173K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.8K+ 5.33% |
$826K - $835K
|
708K
$16.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 23.01% |
$763K - $772K
|
177K
$4.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.9K+ 20.52% |
$666K - $674K
|
170K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.6K+ 26.83% |
$543K - $549K
|
111K
$2.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
23.1KNew |
$531K - $537K
|
23.1K
$535K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21.7KNew |
$499K - $505K
|
21.7K
$503K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
21.1KNew |
$486K - $492K
|
21.1K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.7K+ 5.99% |
$454K - $459K
|
349K
$8.08M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
17.1K+ 6.87% |
$393K - $398K
|
266K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4KNew |
$332K - $336K
|
14.4K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
13.4KNew |
$309K - $312K
|
13.4K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 7.02% |
$302K - $305K
|
200K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.8KNew |
$294K - $298K
|
12.8K
$296K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
11.4K+ 5.08% |
$262K - $265K
|
236K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
10.3K+ 22.09% |
$238K - $241K
|
57.1K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3K+ 4.24% |
$237K - $240K
|
252K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.77KNew |
$202K - $204K
|
8.77K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.91K+ 18.8% |
$182K - $184K
|
50K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.23KNew |
$167K - $168K
|
7.23K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.92K+ 5.17% |
$159K - $161K
|
141K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 1.81% |
$138K - $139K
|
336K
$7.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.83K+ 3.64% |
$134K - $136K
|
166K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.77K+ 14.99% |
$133K - $134K
|
44.3K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.49K+ 14.27% |
$126K - $128K
|
44K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.2K+ 1.97% |
$120K - $121K
|
269K
$6.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.95KNew |
$114K - $115K
|
4.95K
$115K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.65K+ 4.6% |
$107K - $108K
|
106K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.55K+ 3.27% |
$105K - $106K
|
144K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.12K+ 35.74% |
$94.8K - $95.9K
|
15.6K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.09K+ 32.63% |
$94.3K - $95.4K
|
16.6K
$386K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.02K+ 6.62% |
$69.6K - $70.4K
|
48.7K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.41K+ 3.68% |
$55.5K - $56.1K
|
67.8K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.21K+ 10.01% |
$51K - $51.6K
|
24.3K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.74K+ 25.03% |
$40K - $40.5K
|
8.68K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.17K+ 10.17% |
$26.9K - $27.2K
|
12.6K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.14K+ 11.59% |
$26.1K - $26.4K
|
10.9K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
986+ 4.08% |
$22.7K - $23K
|
25.1K
$583K
|