Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
316KNew |
$7.32M - $7.5M
|
316K
$7.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
177K+ 70.73% |
$4.11M - $4.21M
|
428K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
164K+ 556.2% |
$3.8M - $3.89M
|
194K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
138KNew |
$3.2M - $3.28M
|
138K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.2K+ 87.26% |
$1.88M - $1.93M
|
174K
$4.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
51.6K+ 5.92% |
$1.2M - $1.22M
|
923K
$21.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.9K+ 36.76% |
$1.02M - $1.04M
|
163K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.1K+ 69.21% |
$836K - $857K
|
88.2K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
21.9K+ 52.95% |
$507K - $520K
|
63.2K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$350K - $358K
|
15.1K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 8.44% |
$332K - $340K
|
184K
$4.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10.7KNew |
$248K - $254K
|
10.7K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.47KNew |
$80.4K - $82.3K
|
3.47K
$81.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.35KNew |
$77.7K - $79.5K
|
3.35K
$79K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.03K+ 20.57% |
$70.3K - $72K
|
17.8K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 41.99% |
$65.2K - $66.8K
|
9.51K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.58K+ 30.15% |
$59.8K - $61.2K
|
11.1K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.27K+ 5.2% |
$52.5K - $53.8K
|
45.9K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.76K+ 16.27% |
$40.7K - $41.7K
|
12.6K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
943New |
$21.9K - $22.4K
|
943
$22.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
930+ 6.47% |
$21.6K - $22.1K
|
15.3K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
758New |
$17.6K - $18K
|
758
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
529New |
$12.3K - $12.6K
|
529
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
407+ 0.64% |
$9.43K - $9.66K
|
63.6K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
294+ 2.07% |
$6.81K - $6.98K
|
14.5K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
212+ 3.71% |
$4.91K - $5.03K
|
5.93K
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
87New |
$2.02K - $2.07K
|
87
$2.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.24% |
$394 - $404
|
775
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.14K- 8.11% |
$26.4K - $27K
|
12.9K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.82K- 10.15% |
$42.1K - $43.2K
|
16.1K
$380K
|