Purchases and Sales Made in Q4 2022 in Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
245KNew |
$5.4M - $5.62M
|
245K
$5.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
183KNew |
$4.04M - $4.2M
|
183K
$4.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167K+ 92.23% |
$3.69M - $3.84M
|
349K
$8.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 1349.32% |
$3.68M - $3.83M
|
179K
$4.16M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
128KNew |
$2.83M - $2.94M
|
128K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 497.84% |
$2.56M - $2.66M
|
139K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.9K+ 149.16% |
$1.67M - $1.74M
|
127K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71K+ 550.72% |
$1.56M - $1.63M
|
83.8K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
46.7K+ 133.14% |
$1.03M - $1.07M
|
81.7K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.6K+ 40.28% |
$962K - $1M
|
152K
$3.52M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
29.7KNew |
$655K - $682K
|
29.7K
$689K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
28.4KNew |
$625K - $651K
|
28.4K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.9KNew |
$593K - $618K
|
26.9K
$624K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
23.7KNew |
$522K - $543K
|
23.7K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3KNew |
$491K - $511K
|
22.3K
$517K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20.5KNew |
$451K - $469K
|
20.5K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.9KNew |
$439K - $457K
|
19.9K
$462K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$309K - $322K
|
14K
$325K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13.7K+ 62.61% |
$303K - $315K
|
35.7K
$827K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$253K - $264K
|
11.5K
$267K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
10.7KNew |
$235K - $245K
|
10.7K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10.4KNew |
$228K - $238K
|
10.4K
$240K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.19K+ 15.56% |
$114K - $119K
|
38.5K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.15KNew |
$69.5K - $72.3K
|
3.15K
$73.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.95K+ 12.8% |
$43.1K - $44.8K
|
17.2K
$399K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 0.59% |
$31.1K - $32.3K
|
239K
$5.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1KNew |
$24.2K - $25.2K
|
1.1K
$25.5K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
919New |
$20.3K - $21.1K
|
919
$21.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
450+ 33.33% |
$9.92K - $10.3K
|
1.8K
$41.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400New |
$8.82K - $9.18K
|
400
$9.28K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
361+ 3.6% |
$7.96K - $8.28K
|
10.4K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
297+ 6.45% |
$6.55K - $6.81K
|
4.91K
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$4.41K - $4.59K
|
200
$4.64K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
157+ 1.97% |
$3.46K - $3.6K
|
8.14K
$189K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
118New |
$2.6K - $2.71K
|
118
$2.74K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-522- 5.14% |
$11.5K - $12K
|
9.63K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-13.3K- 69.9% |
$293K - $304K
|
5.72K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.9K- 10.16% |
$329K - $342K
|
132K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.3K- 10.75% |
$536K - $558K
|
202K
$4.69M
|