Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
639K+ 33.88% |
$16.7M - $16.8M
|
2.53M
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
246K+ 54.35% |
$6.42M - $6.46M
|
698K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
241KNew |
$6.28M - $6.33M
|
241K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
239K+ 222.93% |
$6.23M - $6.28M
|
346K
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
225K+ 28.03% |
$5.88M - $5.92M
|
1.03M
$0
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
149K+ 33.23% |
$3.9M - $3.93M
|
598K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138KNew |
$3.6M - $3.63M
|
138K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
136K+ 9.02% |
$3.56M - $3.59M
|
1.65M
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
135K+ 16.14% |
$3.53M - $3.55M
|
971K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
76.9KNew |
$2.01M - $2.02M
|
76.9K
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
53.3K+ 6.56% |
$1.39M - $1.4M
|
866K
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
45.8KNew |
$1.2M - $1.2M
|
45.8K
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Capital Advisors Inc
|
BUY
|
- |
45.3K+ 3.16% |
$1.18M - $1.19M
|
1.48M
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.6K+ 5.5% |
$1.16M - $1.17M
|
855K
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
43.7K+ 6.11% |
$1.14M - $1.15M
|
759K
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Strid Group, LLC
|
BUY
|
- |
39KNew |
$1.02M - $1.03M
|
39K
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Trust CO
|
BUY
|
- |
37.1KNew |
$968K - $975K
|
37.1K
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
35.4K+ 39.6% |
$926K - $932K
|
125K
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Bay Rivers Group
|
BUY
|
- |
31.7KNew |
$828K - $834K
|
31.7K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
BUY
|
- |
30.4K+ 22.74% |
$794K - $800K
|
164K
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
29.6KNew |
$773K - $779K
|
29.6K
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.8K+ 8.15% |
$726K - $731K
|
369K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
27.3K+ 34.15% |
$712K - $717K
|
107K
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Nova Point Capital, LLC
|
BUY
|
- |
25.1K+ 46.16% |
$655K - $660K
|
79.4K
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.1KNew |
$628K - $633K
|
24.1K
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.7K+ 26.0% |
$618K - $622K
|
115K
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Sonata Capital Group Inc
|
BUY
|
- |
23.2K+ 29.19% |
$606K - $610K
|
103K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.6KNew |
$589K - $594K
|
22.6K
$0
|
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
21.5KNew |
$562K - $566K
|
21.5K
$0
|
|
|
Dec 18, 2020
Q3 2020
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
20.4K+ 4.1% |
$533K - $537K
|
519K
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
20.2K+ 23.09% |
$528K - $531K
|
108K
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20.1K+ 68.3% |
$526K - $530K
|
49.6K
$0
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
18.4K+ 120.11% |
$481K - $484K
|
33.7K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.9K+ 5.49% |
$467K - $470K
|
344K
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
17K+ 13.27% |
$443K - $446K
|
145K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.4K+ 7.3% |
$428K - $431K
|
241K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 19.4% |
$427K - $430K
|
101K
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.2K+ 4.39% |
$422K - $425K
|
385K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 24.96% |
$415K - $418K
|
79.5K
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.5K+ 6.83% |
$404K - $407K
|
242K
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Lyell Wealth Management, LP
|
BUY
|
- |
15.5K+ 10.99% |
$404K - $407K
|
156K
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
15K+ 10.21% |
$393K - $396K
|
162K
$0
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.9K+ 20.63% |
$363K - $366K
|
81.4K
$0
|
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.6KNew |
$355K - $358K
|
13.6K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.6KNew |
$355K - $358K
|
13.6K
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Buffington Mohr Mc Neal
|
BUY
|
- |
13.2KNew |
$345K - $348K
|
13.2K
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Dedication, LLC
|
BUY
|
- |
13K+ 22.87% |
$339K - $342K
|
69.8K
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1K+ 23.28% |
$317K - $320K
|
64.3K
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
11.8K+ 7.77% |
$308K - $310K
|
164K
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$298K - $300K
|
11.4K
$0
|