Purchases and Sales Made in Q1 2021 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 2021. 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 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.61M+ 42.82% |
$41.9M - $42.2M
|
5.36M
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
673K+ 37.43% |
$17.6M - $17.7M
|
2.47M
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
471K+ 110.13% |
$12.3M - $12.4M
|
899K
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
159K+ 12.08% |
$4.15M - $4.18M
|
1.48M
$0
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
133K+ 53.45% |
$3.47M - $3.49M
|
382K
$0
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123K+ 13.08% |
$3.21M - $3.23M
|
1.06M
$0
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
BUY
|
- |
119K+ 175.67% |
$3.11M - $3.13M
|
187K
$0
|
|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
109KNew |
$2.85M - $2.87M
|
109K
$0
|
|
May 14, 2021
Q1 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
99.1KNew |
$2.58M - $2.6M
|
99.1K
$0
|
|
May 12, 2021
Q1 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
94.6K+ 102.72% |
$2.47M - $2.48M
|
187K
$0
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
92.8KNew |
$2.42M - $2.44M
|
92.8K
$0
|
|
Apr 09, 2021
Q1 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
91K+ 98.57% |
$2.37M - $2.39M
|
183K
$0
|
|
May 07, 2021
Q1 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
84.1K+ 47.81% |
$2.19M - $2.21M
|
260K
$0
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
71K+ 3718.76% |
$1.85M - $1.86M
|
72.9K
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.7K+ 222.25% |
$1.79M - $1.8M
|
99.6K
$0
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
63K+ 8.87% |
$1.64M - $1.66M
|
773K
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
55K+ 86.68% |
$1.43M - $1.44M
|
118K
$0
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
54.8K+ 15.54% |
$1.43M - $1.44M
|
407K
$0
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.4K+ 12.81% |
$1.42M - $1.43M
|
479K
$0
|
|
Apr 13, 2021
Q1 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
44.8K+ 71.69% |
$1.17M - $1.18M
|
107K
$0
|
|
Apr 23, 2021
Q1 2021
|
Strid Group, LLC
|
BUY
|
- |
43.2K+ 81.46% |
$1.13M - $1.13M
|
96.3K
$0
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
42.8K+ 344.54% |
$1.12M - $1.13M
|
55.3K
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.5K+ 11.19% |
$1.06M - $1.06M
|
403K
$0
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39K+ 34.44% |
$1.02M - $1.03M
|
152K
$0
|
|
Apr 02, 2021
Q1 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
35K+ 3.86% |
$913K - $920K
|
943K
$0
|
|
Apr 20, 2021
Q1 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
33.4K+ 126.35% |
$872K - $878K
|
59.9K
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.3K+ 4.67% |
$868K - $874K
|
746K
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.8K+ 23.95% |
$855K - $861K
|
170K
$0
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
26.8K+ 16.08% |
$699K - $704K
|
194K
$0
|
|
May 17, 2021
Q1 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
21.5KNew |
$561K - $565K
|
21.5K
$0
|
|
Apr 30, 2021
Q1 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
21.1KNew |
$550K - $553K
|
21.1K
$0
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
20.1K+ 54.18% |
$524K - $527K
|
57.1K
$0
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
19.6KNew |
$510K - $513K
|
19.6K
$0
|
|
May 07, 2021
Q1 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.5K+ 11.6% |
$509K - $512K
|
188K
$0
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
19.2K+ 179.54% |
$500K - $504K
|
29.9K
$0
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
18.7KNew |
$488K - $491K
|
18.7K
$0
|
|
Apr 23, 2021
Q1 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
18.7K+ 5.62% |
$487K - $490K
|
351K
$0
|
|
Jun 23, 2021
Q1 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18.5K+ 13.89% |
$482K - $486K
|
152K
$0
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.4K+ 6.5% |
$480K - $483K
|
302K
$0
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.9K+ 5.16% |
$466K - $469K
|
364K
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.3K+ 12.13% |
$452K - $455K
|
160K
$0
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16.8K+ 44.47% |
$438K - $441K
|
54.6K
$0
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.8K+ 33.96% |
$438K - $441K
|
66.2K
$0
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
15.2KNew |
$396K - $399K
|
15.2K
$0
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 6.88% |
$396K - $398K
|
236K
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
14.8K+ 54.33% |
$387K - $390K
|
42.2K
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 10.96% |
$373K - $375K
|
145K
$0
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
13.8K+ 60.78% |
$359K - $361K
|
36.4K
$0
|
|
May 14, 2021
Q1 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12.5K+ 15.05% |
$327K - $329K
|
95.9K
$0
|
|
Apr 14, 2021
Q1 2021
|
Bay Rivers Group
|
BUY
|
- |
12.3K+ 22.58% |
$321K - $324K
|
66.9K
$0
|