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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44.8K- 26.01% |
$1.12M - $1.13M
|
127K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-49.5K- 50.0% |
$1.24M - $1.25M
|
49.5K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-49.5K- 50.0% |
$1.24M - $1.25M
|
49.5K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-55.7K- 36.49% |
$1.4M - $1.4M
|
97K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.3K- 22.64% |
$1.46M - $1.47M
|
199K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-59.4K- 8.82% |
$1.49M - $1.5M
|
613K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-66.2K- 8.65% |
$1.66M - $1.67M
|
700K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-76.8K- 7.61% |
$1.92M - $1.94M
|
933K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-109K- 59.53% |
$2.73M - $2.75M
|
74.2K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-115K- 20.85% |
$2.87M - $2.89M
|
436K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-115K- 34.54% |
$2.88M - $2.9M
|
218K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-150K- 3.51% |
$3.75M - $3.77M
|
4.11M
$0
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-156K- 67.53% |
$3.91M - $3.94M
|
75.1K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-158K- 37.89% |
$3.96M - $3.98M
|
259K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-171K- 22.49% |
$4.29M - $4.31M
|
590K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-179K- 7.2% |
$4.49M - $4.52M
|
2.31M
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-213K- 7.11% |
$5.32M - $5.36M
|
2.78M
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-238K- 91.83% |
$5.96M - $6M
|
21.2K
$0
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-239K- 10.57% |
$5.98M - $6.02M
|
2.02M
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-241K- 98.5% |
$6.03M - $6.07M
|
3.68K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-266K- 26.13% |
$6.66M - $6.7M
|
752K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-543K- 15.68% |
$13.6M - $13.7M
|
2.92M
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.19M- 53.13% |
$29.7M - $29.9M
|
1.05M
$0
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-9.35M- 96.03% |
$234M - $235M
|
386K
$0
|