Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-359- 1.1% |
$8.25K - $8.61K
|
32.3K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.37K- 1.66% |
$31.5K - $32.9K
|
81.4K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.4K- 49.48% |
$630K - $658K
|
28K
$656K
|