Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45.3K+ 59.11% |
$1.03M - $1.05M
|
122K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.8KNew |
$952K - $969K
|
41.8K
$975K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.8K+ 96.87% |
$816K - $830K
|
72.7K
$1.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
29.7KNew |
$678K - $690K
|
29.7K
$694K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.1K+ 642.3% |
$503K - $512K
|
25.5K
$595K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 49.74% |
$476K - $484K
|
62.9K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$425K - $433K
|
18.7K
$436K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.5K+ 52.63% |
$285K - $290K
|
36.3K
$847K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
11.8KNew |
$270K - $275K
|
11.8K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.26K+ 13.74% |
$165K - $168K
|
60.1K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.36K+ 46.83% |
$145K - $148K
|
19.9K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.14K+ 8.8% |
$117K - $119K
|
63.6K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
4.75K+ 14.0% |
$108K - $110K
|
38.7K
$903K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.32K+ 13.05% |
$98.6K - $100K
|
37.5K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.99K+ 11.25% |
$90.9K - $92.5K
|
39.4K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.49K+ 38.36% |
$79.5K - $80.9K
|
12.6K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.56K+ 20.93% |
$58.3K - $59.3K
|
14.8K
$345K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.99K+ 16.01% |
$45.5K - $46.3K
|
14.5K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.8K+ 65.83% |
$41.1K - $41.8K
|
4.54K
$106K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.63K+ 12.83% |
$37.1K - $37.8K
|
14.3K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 6.28% |
$30.9K - $31.4K
|
22.9K
$535K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 51.14% |
$29.6K - $30.2K
|
3.84K
$89.7K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05K+ 9.04% |
$23.9K - $24.3K
|
12.6K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05K+ 9.04% |
$23.9K - $24.3K
|
12.6K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
693+ 2.58% |
$15.8K - $16.1K
|
27.6K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
375+ 1.88% |
$8.55K - $8.7K
|
20.3K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
331+ 3.02% |
$7.55K - $7.68K
|
11.3K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29+ 0.14% |
$661 - $673
|
21K
$491K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 9.37% |
$33K - $33.5K
|
14K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 1.11% |
$43.3K - $44.1K
|
169K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.14K- 8.61% |
$71.5K - $72.8K
|
33.3K
$778K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.7K- 6.45% |
$814K - $828K
|
517K
$12.1M
|