Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
332KNew |
$7.21M - $7.34M
|
332K
$7.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 136.55% |
$3.25M - $3.31M
|
259K
$5.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
142K+ 690.16% |
$3.08M - $3.13M
|
162K
$3.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86K+ 78.74% |
$1.87M - $1.9M
|
195K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45K+ 143.92% |
$978K - $996K
|
76.3K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
42.9KNew |
$933K - $949K
|
42.9K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
33.5K+ 11.53% |
$728K - $741K
|
324K
$7.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24KNew |
$522K - $531K
|
24K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24K+ 44.26% |
$522K - $531K
|
78.3K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3KNew |
$353K - $360K
|
16.3K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
16K+ 133.33% |
$348K - $354K
|
28K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 17.27% |
$344K - $350K
|
107K
$2.42M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 17.27% |
$344K - $350K
|
107K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 44.25% |
$257K - $262K
|
38.6K
$868K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 38.27% |
$223K - $227K
|
37.1K
$835K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.86KNew |
$214K - $218K
|
9.86K
$222K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.63KNew |
$209K - $213K
|
9.63K
$217K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
8.69K+ 15.29% |
$189K - $192K
|
65.6K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.64K+ 56.95% |
$188K - $191K
|
23.8K
$536K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.24K+ 33.25% |
$179K - $182K
|
33K
$744K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.04K+ 32.92% |
$175K - $178K
|
32.5K
$731K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.09K+ 12.48% |
$154K - $157K
|
63.9K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.84K+ 26.58% |
$149K - $151K
|
32.6K
$734K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.1K+ 16.96% |
$89.1K - $90.7K
|
28.3K
$636K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.95K+ 11.15% |
$85.7K - $87.3K
|
39.3K
$885K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.9K+ 29.37% |
$84.6K - $86.2K
|
17.2K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.84K+ 9.18% |
$83.3K - $84.8K
|
45.6K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.59K+ 9.9% |
$77.9K - $79.3K
|
39.8K
$896K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.08K+ 13.06% |
$67K - $68.2K
|
26.7K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.5K+ 19.71% |
$54.2K - $55.2K
|
15.2K
$341K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.14K+ 14.7% |
$46.6K - $47.4K
|
16.7K
$376K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 4.75% |
$43.5K - $44.2K
|
44.1K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.88K+ 14.71% |
$40.9K - $41.6K
|
14.7K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
705New |
$15.3K - $15.6K
|
705
$15.9K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
610+ 2.15% |
$13.3K - $13.5K
|
29K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
280New |
$6.08K - $6.19K
|
280
$6.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-494- 4.78% |
$10.7K - $10.9K
|
9.83K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.51K- 0.58% |
$54.6K - $55.6K
|
428K
$9.63M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.09KClosed |
$198K - $201K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.68K- 7.59% |
$210K - $214K
|
118K
$2.65M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.5K- 27.52% |
$490K - $498K
|
59.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.7K- 33.02% |
$559K - $569K
|
52.2K
$1.18M
|