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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
432+ 7.63% |
$11.3K - $11.4K
|
6.09K
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
429+ 0.85% |
$11.2K - $11.3K
|
50.7K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
398+ 2.27% |
$10.4K - $10.5K
|
17.9K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
68+ 0.6% |
$1.78K - $1.79K
|
11.4K
$0
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
50+ 9.98% |
$1.31K - $1.32K
|
551
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
36+ 0.6% |
$940 - $947
|
6.08K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
35+ 0.45% |
$914 - $921
|
7.76K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Wealthpoint, LLC
|
BUY
|
- |
14+ 0.08% |
$366 - $368
|
16.5K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 0.6% |
$313 - $316
|
2.01K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10+ 0.13% |
$261 - $263
|
7.87K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Wrapmanager Inc
|
BUY
|
- |
9+ 0.01% |
$235 - $237
|
72K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 0.59% |
$157 - $158
|
1.02K
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10- 0.04% |
$261 - $263
|
27.1K
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
SELL
|
- |
-36Closed |
$940 - $947
|
0
$0
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-47- 8.58% |
$1.23K - $1.24K
|
501
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Signature Wealth Management Group
|
SELL
|
- |
-47- 0.04% |
$1.23K - $1.24K
|
120K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62Closed |
$1.62K - $1.63K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 0.14% |
$2.61K - $2.63K
|
71.3K
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-140- 0.28% |
$3.66K - $3.68K
|
49.2K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-145- 0.79% |
$3.79K - $3.81K
|
18.3K
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-221- 0.65% |
$5.77K - $5.81K
|
33.5K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-267- 2.05% |
$6.97K - $7.02K
|
12.8K
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-300- 2.9% |
$7.84K - $7.89K
|
10K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-364Closed |
$9.51K - $9.58K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-505- 0.44% |
$13.2K - $13.3K
|
114K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-515- 2.95% |
$13.5K - $13.5K
|
16.9K
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-614Closed |
$16K - $16.2K
|
0
$0
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-640- 38.14% |
$16.7K - $16.8K
|
1.04K
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-731Closed |
$19.1K - $19.2K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-800Closed |
$20.9K - $21K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1K- 2.88% |
$26.1K - $26.3K
|
33.7K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.06K- 3.68% |
$27.7K - $27.9K
|
27.7K
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.13K- 81.54% |
$29.4K - $29.6K
|
255
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trust CO Of Virginia
|
SELL
|
- |
-1.43K- 9.31% |
$37.2K - $37.5K
|
13.9K
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.65K- 16.88% |
$43K - $43.3K
|
8.1K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.01K- 3.6% |
$52.5K - $52.9K
|
53.8K
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.33K- 4.76% |
$61K - $61.4K
|
46.7K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-3K- 6.67% |
$78.4K - $78.9K
|
42K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.33K- 9.35% |
$113K - $114K
|
42K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Tlwm
San Antonio, TX |
SELL
|
- |
-6.54K- 1.73% |
$171K - $172K
|
372K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.79K- 3.35% |
$177K - $179K
|
196K
$0
|
|
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.2KClosed |
$214K - $216K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-9.69K- 10.79% |
$253K - $255K
|
80.1K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.9K- 43.74% |
$284K - $286K
|
14K
$0
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-14.6K- 32.46% |
$381K - $383K
|
30.3K
$0
|
|
|
Nov 12, 2020
Q3 2020
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-20.1K- 22.31% |
$525K - $529K
|
70K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Krilogy Financial LLC
|
SELL
|
- |
-21.2K- 17.51% |
$554K - $558K
|
99.9K
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-21.5KClosed |
$560K - $564K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.2K- 12.6% |
$710K - $716K
|
189K
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-38K- 46.43% |
$993K - $1M
|
43.8K
$0
|