Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2027 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
109KNew |
$2.4M - $2.44M
|
109K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.3K+ 413.39% |
$1.94M - $1.98M
|
110K
$2.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 115.12% |
$1.08M - $1.1M
|
91.5K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49K+ 115.12% |
$1.08M - $1.1M
|
91.5K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.3KNew |
$688K - $700K
|
31.3K
$701K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
28.3KNew |
$624K - $634K
|
28.3K
$635K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
24.8KNew |
$545K - $555K
|
24.8K
$555K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.4KNew |
$537K - $547K
|
24.4K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 18.62% |
$440K - $448K
|
128K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 75.13% |
$394K - $401K
|
41.8K
$936K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.7K+ 444.02% |
$368K - $375K
|
20.5K
$459K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.3KNew |
$292K - $297K
|
13.3K
$297K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.8KNew |
$281K - $286K
|
12.8K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7KNew |
$278K - $283K
|
12.7K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
12.7KNew |
$278K - $283K
|
12.7K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
12KNew |
$264K - $269K
|
12K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 28.12% |
$262K - $266K
|
54.2K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$224K - $228K
|
10.2K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.86K+ 58.45% |
$217K - $221K
|
26.7K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.52K+ 13.91% |
$209K - $213K
|
78K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.02KNew |
$198K - $202K
|
9.02K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.43K+ 45.81% |
$185K - $189K
|
26.8K
$601K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.71K+ 15.7% |
$170K - $173K
|
56.8K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
7.44K+ 26.65% |
$164K - $167K
|
35.4K
$792K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.99K+ 14.02% |
$154K - $156K
|
56.9K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.57K+ 37.32% |
$145K - $147K
|
24.2K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.58K+ 26.76% |
$101K - $103K
|
21.7K
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.58KNew |
$34.8K - $35.4K
|
1.58K
$35.4K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42KNew |
$31.2K - $31.8K
|
1.42K
$31.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.41K+ 6.35% |
$31K - $31.5K
|
23.6K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 5.69% |
$30.5K - $31K
|
25.7K
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
773+ 2.18% |
$17K - $17.3K
|
36.2K
$811K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
369+ 2.49% |
$8.12K - $8.26K
|
15.2K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
225New |
$4.95K - $5.04K
|
225
$5.04K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
28+ 0.19% |
$616 - $627
|
14.6K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
4+ 0.04% |
$88 - $89.5
|
10.3K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-648- 0.79% |
$14.3K - $14.5K
|
81.9K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-770- 0.26% |
$16.9K - $17.2K
|
291K
$6.51M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-966Closed |
$21.3K - $21.6K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 0.35% |
$33.1K - $33.7K
|
430K
$9.64M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.92K- 8.52% |
$86.3K - $87.8K
|
42.1K
$943K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.84K- 21.0% |
$151K - $153K
|
25.7K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.82K- 10.84% |
$172K - $175K
|
64.3K
$1.44M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.8K- 14.73% |
$348K - $354K
|
91.5K
$2.05M
|