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
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.4KNew |
$298K - $300K
|
11.4K
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 4.05% |
$296K - $298K
|
291K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
10.7KNew |
$279K - $281K
|
10.7K
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 6.45% |
$276K - $278K
|
174K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.5KNew |
$273K - $275K
|
10.5K
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.4K+ 7.58% |
$271K - $273K
|
147K
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Arrow Financial Corp
|
BUY
|
- |
9.73K+ 72.39% |
$254K - $256K
|
23.2K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.55KNew |
$249K - $251K
|
9.55K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.72K+ 1.43% |
$228K - $229K
|
617K
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.57K+ 8.42% |
$224K - $225K
|
110K
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.23K+ 39.78% |
$215K - $216K
|
28.9K
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.44K+ 4.39% |
$194K - $196K
|
177K
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
7.42K+ 2.97% |
$194K - $195K
|
257K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.31K+ 13.64% |
$191K - $192K
|
60.9K
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.26K+ 13.49% |
$190K - $191K
|
61.1K
$0
|
|
|
Dec 19, 2024
Q3 2020
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
7.21K+ 3.42% |
$188K - $190K
|
218K
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7KNew |
$183K - $184K
|
7K
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
6.8K+ 27.71% |
$178K - $179K
|
31.4K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.85K+ 13.92% |
$153K - $154K
|
47.8K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.59K+ 2.3% |
$146K - $147K
|
249K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
5.29KNew |
$138K - $139K
|
5.29K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
5.27K+ 7.27% |
$138K - $139K
|
77.8K
$0
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.21K+ 11.84% |
$136K - $137K
|
49.2K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.06K+ 54.4% |
$132K - $133K
|
14.4K
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.89K+ 1.38% |
$128K - $129K
|
359K
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.8K+ 22.57% |
$125K - $126K
|
26.1K
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.79K+ 1.63% |
$125K - $126K
|
299K
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Harvey Capital Management Inc
|
BUY
|
- |
4.09K+ 44.45% |
$107K - $108K
|
13.3K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
BUY
|
- |
4.07K+ 21.8% |
$106K - $107K
|
22.8K
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Godsey & Gibb Associates
|
BUY
|
- |
3.85K+ 3.89% |
$101K - $101K
|
103K
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.81K+ 42.63% |
$99.5K - $100K
|
12.7K
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.81K+ 49.42% |
$99.5K - $100K
|
11.5K
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3.8K+ 19.07% |
$99.3K - $100K
|
23.7K
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Norway Savings Bank
|
BUY
|
- |
3.08K+ 23.42% |
$80.3K - $80.9K
|
16.2K
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.92K+ 2.47% |
$76.3K - $76.9K
|
121K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.8K+ 36.77% |
$73.1K - $73.7K
|
10.4K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.69K+ 18.96% |
$70.2K - $70.7K
|
16.9K
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
2.27K+ 24.7% |
$59.2K - $59.6K
|
11.4K
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 23.7% |
$50.1K - $50.5K
|
10K
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.89K+ 13.06% |
$49.4K - $49.7K
|
16.4K
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.72KNew |
$44.8K - $45.1K
|
1.72K
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.6K+ 1.27% |
$41.9K - $42.2K
|
128K
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Bellecapital International Ltd.
|
BUY
|
- |
1.49K+ 3.5% |
$38.8K - $39.1K
|
44K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
BUY
|
- |
1.47K+ 8.91% |
$38.3K - $38.6K
|
17.9K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.19K+ 6.35% |
$31.1K - $31.3K
|
19.9K
$0
|
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1K+ 645.16% |
$26.1K - $26.3K
|
1.16K
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Regions Financial Corp
|
BUY
|
- |
723+ 3.43% |
$18.9K - $19K
|
21.8K
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
640+ 61.66% |
$16.7K - $16.8K
|
1.68K
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
589+ 0.94% |
$15.4K - $15.5K
|
63.6K
$0
|
|
|
Nov 18, 2020
Q3 2020
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
480+ 0.59% |
$12.5K - $12.6K
|
81.9K
$0
|