Latest Institutional Purchases of Ishares Tr Ibonds 2029 Term Hi (IBHI)
This list provides information on the latest institutional transactions involving Ishares Tr Ibonds 2029 Term Hi (IBHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
164K+ 123.87% |
$3.76M - $3.93M
|
296K
$6.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.9KNew |
$1.61M - $1.68M
|
69.9K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
37.9K+ 46.89% |
$871K - $910K
|
119K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.5KNew |
$518K - $541K
|
22.5K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.4K+ 44.69% |
$446K - $466K
|
62.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 8.03% |
$380K - $397K
|
223K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13K+ 231.82% |
$299K - $312K
|
18.6K
$437K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5KNew |
$265K - $277K
|
11.5K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$252K - $263K
|
11K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.3KNew |
$214K - $223K
|
9.3K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.56KNew |
$197K - $205K
|
8.56K
$201K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.46KNew |
$194K - $203K
|
8.46K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.33K+ 33.9% |
$191K - $200K
|
32.9K
$771K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.39K+ 23.0% |
$147K - $153K
|
34.2K
$801K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
6.16K+ 16.4% |
$142K - $148K
|
43.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.76K+ 16.12% |
$132K - $138K
|
41.5K
$973K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.38K+ 13.64% |
$101K - $105K
|
36.5K
$854K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.69K+ 72.97% |
$84.8K - $88.6K
|
8.75K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
3.37K+ 9.25% |
$77.5K - $80.9K
|
39.8K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 17580.0% |
$60.6K - $63.3K
|
2.65K
$62.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09K+ 51.91% |
$48K - $50.1K
|
6.12K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.44K+ 52.87% |
$33K - $34.4K
|
4.15K
$97.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
400New |
$9.19K - $9.6K
|
400
$9.37K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.22KNew |
$209K - $214K
|
9.22K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.67KNew |
$196K - $201K
|
8.67K
$203K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$2.27K - $2.32K
|
100
$2.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 1.74% |
$476 - $488
|
1.23K
$28.8K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.65KNew |
$198K - $202K
|
8.65K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
52+ 6.89% |
$1.19K - $1.22K
|
807
$18.9K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
508+ 9.25% |
$10.7K - $11.8K
|
6K
$141K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.7KNew |
$102K - $105K
|
4.7K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173+ 4.15% |
$3.75K - $3.88K
|
4.34K
$102K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
173New |
$3.77K - $3.89K
|
173
$4.05K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
902New |
$19.5K - $20.7K
|
902
$21.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$242K - $259K
|
11.5K
$269K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.35KNew |
$29.6K - $33.9K
|
1.35K
$31.6K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
300KNew |
$7.32M - $7.55M
|
300K
$7.03M
|
|