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 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.63K- 14.05% |
$40.9K - $41.2K
|
10K
$0
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.68K- 3.7% |
$42K - $42.3K
|
43.7K
$0
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.79K- 3.44% |
$44.8K - $45.1K
|
50.2K
$0
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.79K- 3.44% |
$44.8K - $45.1K
|
50.2K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.92K- 5.47% |
$48K - $48.3K
|
33.1K
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.99K- 12.19% |
$49.8K - $50.1K
|
14.3K
$0
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.01K- 2.1% |
$50.3K - $50.6K
|
93.6K
$0
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.16K- 4.82% |
$54.1K - $54.5K
|
42.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.39K- 97.47% |
$59.9K - $60.3K
|
62
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.5K- 16.63% |
$62.5K - $62.9K
|
12.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.56K- 21.05% |
$64.2K - $64.6K
|
9.62K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.95K- 17.09% |
$73.7K - $74.2K
|
14.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.18K- 0.96% |
$79.5K - $80.1K
|
327K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-3.53K- 7.31% |
$88.4K - $89K
|
44.8K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.68K- 12.65% |
$92K - $92.6K
|
25.4K
$0
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 2.73% |
$100K - $101K
|
143K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.33K- 4.43% |
$108K - $109K
|
93.3K
$0
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.67K- 10.31% |
$117K - $118K
|
40.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.8K- 5.47% |
$120K - $121K
|
82.9K
$0
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-5.19K- 5.13% |
$130K - $131K
|
96K
$0
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.24K- 28.08% |
$131K - $132K
|
13.4K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.77K- 11.67% |
$144K - $145K
|
43.7K
$0
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5.99K- 80.9% |
$150K - $151K
|
1.41K
$0
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.15K- 1.84% |
$154K - $155K
|
329K
$0
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7K- 24.14% |
$175K - $176K
|
22K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.44K- 25.35% |
$186K - $187K
|
21.9K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-8.09K- 11.89% |
$202K - $204K
|
59.9K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.62K- 71.97% |
$216K - $217K
|
3.36K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-8.75K- 3.46% |
$219K - $220K
|
244K
$0
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.77K- 2.89% |
$219K - $221K
|
294K
$0
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 3.78% |
$255K - $257K
|
259K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-10.7K- 35.39% |
$267K - $269K
|
19.5K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-12.3K- 6.87% |
$308K - $310K
|
167K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-13K- 32.8% |
$325K - $327K
|
26.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.3K- 39.12% |
$333K - $335K
|
20.7K
$0
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.4K- 15.4% |
$335K - $337K
|
73.4K
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-14K- 8.5% |
$350K - $353K
|
151K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.6K- 7.69% |
$392K - $394K
|
188K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-15.7K- 7.2% |
$393K - $396K
|
202K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-16.3K- 19.12% |
$407K - $410K
|
68.8K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.9K- 4.75% |
$447K - $450K
|
359K
$0
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-18.6K- 2.51% |
$466K - $469K
|
723K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21K- 45.48% |
$525K - $528K
|
25.1K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-22.2K- 63.14% |
$556K - $559K
|
13K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-22.7K- 12.03% |
$568K - $572K
|
166K
$0
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-25.2K- 10.2% |
$630K - $634K
|
222K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.4K- 43.93% |
$685K - $690K
|
34.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-29.8K- 40.31% |
$745K - $750K
|
44.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33K- 45.29% |
$825K - $830K
|
39.8K
$0
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-34.4K- 5.84% |
$860K - $866K
|
554K
$0
|