Latest Institutional Purchases of Ishares Tr Ibonds 2028 Term Hi (IBHH)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds 2028 Term Hi (IBHH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
871KNew |
$20M - $20.9M
|
871K
$20.5M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
129K+ 105.46% |
$2.96M - $3.09M
|
251K
$5.9M
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
99.7K+ 335.34% |
$2.29M - $2.39M
|
129K
$3.04M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
83.2K+ 229.49% |
$1.91M - $2M
|
120K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
67.1K+ 201.41% |
$1.54M - $1.61M
|
100K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.7K+ 5.92% |
$704K - $735K
|
548K
$12.9M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
20.9KNew |
$480K - $502K
|
20.9K
$492K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 27.92% |
$466K - $487K
|
93K
$2.19M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.6K+ 105.39% |
$358K - $373K
|
30.3K
$714K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15K+ 23.83% |
$344K - $359K
|
77.8K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 281.9% |
$294K - $307K
|
17.3K
$408K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 76.71% |
$255K - $266K
|
25.5K
$601K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.8KNew |
$248K - $259K
|
10.8K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 24.82% |
$238K - $249K
|
52.1K
$1.23M
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$196K - $205K
|
8.56K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.51K+ 45.58% |
$195K - $204K
|
27.2K
$639K
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.17K+ 16.46% |
$142K - $148K
|
43.6K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.99K+ 47.46% |
$138K - $144K
|
18.6K
$438K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.3KNew |
$98.7K - $103K
|
4.3K
$101K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.27K+ 20.31% |
$98.1K - $102K
|
25.3K
$595K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.02K+ 15.76% |
$92.2K - $96.2K
|
29.5K
$694K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.01K+ 234.07% |
$92K - $96K
|
5.72K
$134K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.44K+ 30.47% |
$79.1K - $82.6K
|
14.7K
$347K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 74.31% |
$65.6K - $68.4K
|
6.7K
$158K
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.67K+ 6.89% |
$61.2K - $63.9K
|
41.3K
$973K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.65K+ 13.3% |
$60.9K - $63.6K
|
22.6K
$532K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.45K+ 11.54% |
$33.3K - $34.8K
|
14K
$330K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.34K+ 0.79% |
$30.7K - $32K
|
170K
$4M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
891+ 2.26% |
$20.5K - $21.4K
|
40.3K
$949K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
239+ 1.71% |
$5.49K - $5.73K
|
14.2K
$335K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
38+ 0.27% |
$872 - $911
|
14.4K
$338K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.26K+ 13.74% |
$165K - $168K
|
60.1K
$1.41M
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
27KNew |
$622K - $631K
|
27K
$635K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$232K - $235K
|
10K
$236K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.07KNew |
$209K - $212K
|
9.07K
$213K
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$199K - $202K
|
8.62K
$203K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.73K+ 7.54% |
$40K - $40.5K
|
24.7K
$582K
|
|
Q4 2023 | |||||||
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5KNew |
$227K - $246K
|
10.5K
$247K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5KNew |
$108K - $117K
|
5K
$118K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.1KNew |
$45.4K - $49.1K
|
2.1K
$49.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
871New |
$18.8K - $20.4K
|
871
$20.5K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
670New |
$14.7K - $15.5K
|
670
$15.8K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
248New |
$5.44K - $5.74K
|
248
$5.84K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
300New |
$6.46K - $6.83K
|
300
$7.06K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
450New |
$10K - $11.4K
|
450
$10.6K
|