Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
188K+ 1034.64% |
$4.26M - $4.37M
|
206K
$4.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
80.9KNew |
$1.83M - $1.88M
|
80.9K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8KNew |
$629K - $645K
|
27.8K
$656K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.3K+ 24.84% |
$596K - $611K
|
132K
$3.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.3K+ 96.19% |
$482K - $494K
|
43.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.5K+ 93.77% |
$352K - $361K
|
32.1K
$757K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.9K+ 65.57% |
$293K - $300K
|
32.6K
$770K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.22KNew |
$209K - $214K
|
9.22K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.67KNew |
$196K - $201K
|
8.67K
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.05K+ 29.07% |
$182K - $187K
|
35.8K
$844K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.05K+ 29.07% |
$182K - $187K
|
35.8K
$844K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.42K+ 21.35% |
$145K - $149K
|
36.5K
$860K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.75K+ 1532.58% |
$108K - $110K
|
5.06K
$119K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.69K+ 10.89% |
$83.6K - $85.7K
|
37.6K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.33K+ 596.41% |
$52.7K - $54K
|
2.72K
$64.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17K+ 9.68% |
$49.1K - $50.3K
|
24.6K
$580K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17K+ 62.73% |
$49.1K - $50.3K
|
5.62K
$133K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$2.27K - $2.32K
|
100
$2.36K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 1.74% |
$476 - $488
|
1.23K
$29K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-309- 12.32% |
$7K - $7.17K
|
2.2K
$51.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.43K- 3.97% |
$77.6K - $79.6K
|
82.8K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.1K- 58.48% |
$1.77M - $1.81M
|
55.4K
$1.31M
|