Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
228K+ 111.62% |
$4.78M - $5.09M
|
432K
$9.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
107K+ 57.63% |
$2.24M - $2.38M
|
291K
$6.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.6K+ 390.83% |
$1.8M - $1.91M
|
108K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
72.1KNew |
$1.51M - $1.61M
|
72.1K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.3KNew |
$888K - $946K
|
42.3K
$948K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.4KNew |
$743K - $792K
|
35.4K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 230.05% |
$622K - $663K
|
42.5K
$953K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
28.9K+ 137.57% |
$606K - $645K
|
49.9K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24K+ 5990.0% |
$503K - $536K
|
24.4K
$546K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6KNew |
$369K - $393K
|
17.6K
$394K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$310K - $331K
|
14.8K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 232.47% |
$270K - $288K
|
18.4K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 96.38% |
$220K - $234K
|
21.4K
$479K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$220K - $234K
|
10.5K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.71K+ 16.53% |
$204K - $217K
|
68.4K
$1.53M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.09KNew |
$191K - $203K
|
9.09K
$204K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.18K+ 11.79% |
$109K - $116K
|
49.1K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$105K - $112K
|
5K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.77K+ 15.61% |
$79.1K - $84.3K
|
27.9K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.61K+ 18.3% |
$54.7K - $58.3K
|
16.9K
$378K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.49K+ 16.99% |
$52.2K - $55.6K
|
17.1K
$383K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.49K+ 12.62% |
$52.1K - $55.5K
|
22.2K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.59K+ 7.14% |
$33.4K - $35.5K
|
23.9K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.46K+ 3.27% |
$30.6K - $32.6K
|
46K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
902New |
$18.9K - $20.2K
|
902
$20.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
813+ 44.18% |
$17.1K - $18.2K
|
2.65K
$59.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
7+ 0.07% |
$147 - $156
|
10.3K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55- 0.07% |
$1.15K - $1.23K
|
82.5K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15.9K- 52.17% |
$333K - $355K
|
14.6K
$326K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.8K- 60.36% |
$1.36M - $1.45M
|
42.5K
$953K
|