Purchases and Sales Made in Q1 2023 in Ishares Ibonds Dec 2023 Term C (IBDO)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2023 Term C (IBDO) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2023 TERM C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
8.93K+ 3.2% |
$224K - $225K
|
288K
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.86KNew |
$222K - $223K
|
8.86K
$0
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
8.46K+ 206.59% |
$212K - $213K
|
12.6K
$0
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.37KNew |
$209K - $211K
|
8.37K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.33KNew |
$208K - $210K
|
8.33K
$0
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.17K+ 78.13% |
$204K - $206K
|
18.6K
$0
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.11KNew |
$203K - $204K
|
8.11K
$0
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.51K+ 5.38% |
$163K - $164K
|
127K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.36K+ 13.78% |
$159K - $160K
|
52.5K
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.33K+ 316.25% |
$158K - $159K
|
8.33K
$0
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.12K+ 7.21% |
$153K - $154K
|
91K
$0
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5.89K+ 1339.32% |
$148K - $148K
|
6.33K
$0
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.57K+ 31.59% |
$140K - $140K
|
23.2K
$0
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.55K+ 4.65% |
$139K - $140K
|
125K
$0
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
5.52K+ 2.94% |
$138K - $139K
|
193K
$0
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
5.4K+ 15.7% |
$135K - $136K
|
39.8K
$0
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.4K+ 17.39% |
$135K - $136K
|
36.5K
$0
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.31K+ 37.24% |
$133K - $134K
|
19.6K
$0
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.06K+ 10.9% |
$127K - $127K
|
51.5K
$0
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.58K+ 3.76% |
$115K - $115K
|
126K
$0
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 4.15% |
$113K - $114K
|
113K
$0
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.43K+ 22.15% |
$111K - $111K
|
24.4K
$0
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.69K+ 3240.35% |
$92.5K - $93.1K
|
3.81K
$0
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3.59K+ 15.35% |
$89.8K - $90.4K
|
27K
$0
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.46K+ 3.34% |
$86.6K - $87.2K
|
107K
$0
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
3.44K+ 3.0% |
$86K - $86.6K
|
118K
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.21K+ 78.02% |
$80.4K - $80.9K
|
7.33K
$0
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$73.4K - $73.9K
|
2.93K
$0
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$73.4K - $73.9K
|
2.93K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.75K+ 35.09% |
$68.9K - $69.4K
|
10.6K
$0
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
2.67K+ 12.78% |
$66.9K - $67.3K
|
23.6K
$0
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.51K+ 24.02% |
$62.9K - $63.3K
|
13K
$0
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.43K+ 0.36% |
$60.9K - $61.3K
|
676K
$0
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.43K+ 7.84% |
$60.8K - $61.2K
|
33.4K
$0
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.39K+ 3859.68% |
$59.9K - $60.3K
|
2.46K
$0
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.18KNew |
$54.4K - $54.8K
|
2.18K
$0
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.14K+ 10.02% |
$53.5K - $53.9K
|
23.5K
$0
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 43.4% |
$46.3K - $46.6K
|
6.12K
$0
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.79K+ 8.49% |
$44.7K - $45K
|
22.8K
$0
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.55K+ 6.48% |
$38.7K - $38.9K
|
25.4K
$0
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.42K+ 6.36% |
$35.6K - $35.8K
|
23.8K
$0
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.2K+ 10.54% |
$30K - $30.2K
|
12.6K
$0
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$25K - $25.2K
|
1K
$0
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
890+ 3.85% |
$22.3K - $22.4K
|
24K
$0
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
880+ 1.96% |
$22K - $22.2K
|
45.9K
$0
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
721+ 0.37% |
$18K - $18.2K
|
196K
$0
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
676+ 2.11% |
$16.9K - $17K
|
32.7K
$0
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
626+ 5.58% |
$15.7K - $15.8K
|
11.8K
$0
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
441+ 3.42% |
$11K - $11.1K
|
13.3K
$0
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
375+ 1.86% |
$9.39K - $9.45K
|
20.6K
$0
|