Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
193K+ 2278.64% |
$4.48M - $4.59M
|
201K
$4.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
168K+ 141.66% |
$3.91M - $4.01M
|
287K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 386.98% |
$3.73M - $3.83M
|
202K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.6KNew |
$1.94M - $1.99M
|
83.6K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
56.2K+ 4506.01% |
$1.31M - $1.34M
|
57.5K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
41.5K+ 66.0% |
$963K - $989K
|
104K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
25.5KNew |
$592K - $608K
|
25.5K
$606K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
24KNew |
$557K - $572K
|
24K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.6K+ 94.41% |
$409K - $420K
|
36.2K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.4KNew |
$381K - $391K
|
16.4K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7KNew |
$342K - $351K
|
14.7K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7K+ 127.66% |
$342K - $351K
|
26.3K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
12.6KNew |
$292K - $299K
|
12.6K
$299K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
10.8KNew |
$251K - $258K
|
10.8K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.6KNew |
$246K - $253K
|
10.6K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9.85KNew |
$229K - $235K
|
9.85K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9KNew |
$209K - $214K
|
9K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.18K+ 21.83% |
$167K - $171K
|
40.1K
$953K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.86K+ 17.22% |
$159K - $163K
|
46.7K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.07K+ 16.65% |
$141K - $145K
|
42.5K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 22.53% |
$118K - $121K
|
27.6K
$656K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.18K+ 12.22% |
$97K - $99.6K
|
38.4K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.82K+ 1.71% |
$88.7K - $91K
|
227K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.62K+ 0.89% |
$60.9K - $62.5K
|
299K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.12K+ 4.84% |
$49.2K - $50.5K
|
45.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$46.4K - $47.7K
|
2K
$47.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 11.58% |
$24.8K - $25.5K
|
10.3K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 16.35% |
$23.2K - $23.8K
|
7.12K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
943+ 35.56% |
$21.9K - $22.5K
|
3.6K
$85.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
942New |
$21.9K - $22.5K
|
942
$22.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
895New |
$20.8K - $21.3K
|
895
$21.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
754New |
$17.5K - $18K
|
754
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
631New |
$14.7K - $15K
|
631
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
528New |
$12.3K - $12.6K
|
528
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$3.51K - $3.6K
|
151
$3.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.25% |
$395 - $405
|
771
$18.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
9+ 2.25% |
$209 - $215
|
409
$9.72K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.08% |
$163 - $167
|
9.31K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-186- 2.12% |
$4.32K - $4.43K
|
8.57K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-926- 22.3% |
$21.5K - $22.1K
|
3.23K
$76.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-67.5K- 96.6% |
$1.57M - $1.61M
|
2.38K
$56.5K
|