Purchases and Sales Made in Q4 2023 in Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2029 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
|
- |
25.9KNew |
$548K - $602K
|
25.9K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18K+ 32167.86% |
$381K - $419K
|
18.1K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 211.64% |
$322K - $354K
|
22.4K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9KNew |
$315K - $346K
|
14.9K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
11K+ 100.91% |
$233K - $256K
|
21.9K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.1K+ 2278.57% |
$108K - $119K
|
5.33K
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.03KNew |
$85.2K - $93.7K
|
4.03K
$94.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
3.6K+ 15.62% |
$76.3K - $83.9K
|
26.7K
$627K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.87KNew |
$39.5K - $43.4K
|
1.87K
$43.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
658+ 678.35% |
$13.9K - $15.3K
|
755
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
508+ 9.25% |
$10.7K - $11.8K
|
6K
$141K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 2.14% |
$529 - $582
|
1.19K
$28.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.7K- 49.46% |
$374K - $412K
|
18.1K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-71K- 82.96% |
$1.5M - $1.65M
|
14.6K
$343K
|