Purchases and Sales Made in Q1 2024 in Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2028 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90.5K+ 19.56% |
$2.09M - $2.12M
|
553K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
76.7KNew |
$1.77M - $1.79M
|
76.7K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42KNew |
$968K - $982K
|
42K
$980K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9KNew |
$851K - $864K
|
36.9K
$863K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.6K+ 102.48% |
$682K - $692K
|
58.5K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
27KNew |
$622K - $631K
|
27K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25K+ 240.71% |
$577K - $585K
|
35.4K
$827K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.8KNew |
$548K - $556K
|
23.8K
$555K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.7K+ 13.82% |
$477K - $484K
|
170K
$3.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.4KNew |
$356K - $361K
|
15.4K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6KNew |
$313K - $318K
|
13.6K
$317K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.7KNew |
$293K - $297K
|
12.7K
$296K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5KNew |
$287K - $291K
|
12.5K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$232K - $235K
|
10K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
9.07KNew |
$209K - $212K
|
9.07K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$199K - $202K
|
8.62K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.21K+ 243.04% |
$189K - $192K
|
11.6K
$270K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.21K+ 243.04% |
$189K - $192K
|
11.6K
$270K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.7K+ 17.06% |
$177K - $180K
|
52.8K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7.4K+ 27.88% |
$171K - $173K
|
33.9K
$792K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.99K+ 26.72% |
$161K - $163K
|
33.1K
$774K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.86K+ 27.85% |
$135K - $137K
|
26.9K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.3KNew |
$99.1K - $101K
|
4.3K
$100K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.43KNew |
$79.1K - $80.3K
|
3.43K
$80.2K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.86K+ 16.72% |
$65.8K - $66.7K
|
19.9K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.73K+ 7.54% |
$40K - $40.5K
|
24.7K
$578K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.71KNew |
$39.4K - $40K
|
1.71K
$40K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.62K+ 8.11% |
$37.3K - $37.8K
|
21.6K
$503K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
873+ 4.34% |
$20.1K - $20.4K
|
21K
$490K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05K- 8.29% |
$24.1K - $24.5K
|
11.6K
$270K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.8K- 39.7% |
$41.5K - $42.1K
|
2.74K
$63.9K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.1K- 5.44% |
$48.3K - $49K
|
36.4K
$851K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.65K- 42.26% |
$153K - $155K
|
9.08K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.82K- 41.92% |
$203K - $206K
|
12.2K
$285K
|