Latest Institutional Transactions on Ishares Ibonds 2024 Term High (IBHD)
This table provides information on the latest institutional transactions involving Ishares Ibonds 2024 Term High (IBHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3K- 18.05% |
$69.3K - $69.9K
|
13.6K
$316K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.48K- 2.35% |
$57.2K - $57.6K
|
103K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2K+ 4.33% |
$46.1K - $46.5K
|
48K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.56K- 13.25% |
$221K - $223K
|
62.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
410+ 1.21% |
$9.48K - $9.55K
|
34.2K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.84K- 5.34% |
$88.7K - $89.4K
|
68K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13.3K- 39.82% |
$308K - $310K
|
20.1K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-19.3K- 17.52% |
$447K - $450K
|
91K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.8K- 8.08% |
$574K - $578K
|
282K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.65K+ 20.25% |
$108K - $108K
|
27.6K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.8K- 35.13% |
$851K - $857K
|
68K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-525K- 66.1% |
$12.1M - $12.2M
|
269K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-176K- 92.77% |
$4.07M - $4.11M
|
13.7K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-42.5K- 15.68% |
$981K - $989K
|
228K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.61K- 16.57% |
$153K - $154K
|
33.3K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 49.79% |
$2.33M - $2.34M
|
101K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.85K- 24.23% |
$205K - $206K
|
27.7K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.8K- 57.94% |
$319K - $322K
|
10K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-550- 5.14% |
$12.7K - $12.8K
|
10.1K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
952+ 1.91% |
$22K - $22.2K
|
50.7K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.62K+ 0.57% |
$60.4K - $60.9K
|
464K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6K+ 11.07% |
$244K - $246K
|
106K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.36K+ 4.55% |
$101K - $101K
|
100K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 1.47% |
$32.2K - $32.5K
|
96.5K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.64K- 3.56% |
$37.9K - $38.1K
|
44.4K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.44K- 1.99% |
$56.4K - $56.9K
|
120K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
304+ 1.54% |
$7.03K - $7.08K
|
20.1K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-42.8K- 68.27% |
$989K - $997K
|
19.9K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
26.1KNew |
$603K - $607K
|
26.1K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.8K- 21.91% |
$1.04M - $1.04M
|
160K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.1KNew |
$603K - $607K
|
26.1K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-730- 3.44% |
$16.9K - $17K
|
20.5K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-190K- 28.15% |
$4.39M - $4.43M
|
485K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-103K- 90.69% |
$2.37M - $2.39M
|
10.5K
$245K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
136+ 1.52% |
$3.14K - $3.17K
|
9.06K
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.82K+ 15.33% |
$134K - $135K
|
43.8K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-258- 0.52% |
$5.96K - $6.01K
|
48.9K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
549+ 1.52% |
$12.7K - $12.8K
|
36.6K
$850K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.21K+ 2.04% |
$28K - $28.2K
|
60.7K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-47- 0.15% |
$1.09K - $1.09K
|
32K
$743K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8.49K+ 3.2% |
$196K - $198K
|
274K
$6.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
61.7K+ 92.35% |
$1.43M - $1.44M
|
129K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
49.1KNew |
$1.14M - $1.14M
|
49.1K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-242- 2.68% |
$5.59K - $5.64K
|
8.77K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
710+ 3.12% |
$16.4K - $16.5K
|
23.4K
$544K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-79.1K- 38.87% |
$1.83M - $1.84M
|
124K
$2.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-119K- 45.19% |
$2.75M - $2.77M
|
145K
$3.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30.6K- 72.06% |
$708K - $714K
|
11.9K
$276K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
825+ 4.35% |
$19.1K - $19.2K
|
19.8K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
34+ 0.37% |
$786 - $792
|
9.13K
$212K
|