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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
12.1KNew |
$316K - $318K
|
12.1K
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
10.5KNew |
$273K - $275K
|
10.5K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 8.26% |
$268K - $270K
|
135K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.3K+ 77.84% |
$268K - $270K
|
23.5K
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10KNew |
$261K - $263K
|
10K
$0
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$261K - $263K
|
10K
$0
|
|
|
May 13, 2021
Q1 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
9.62K+ 10.64% |
$251K - $253K
|
100K
$0
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.38K+ 9.63% |
$245K - $246K
|
107K
$0
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.36KNew |
$244K - $246K
|
9.36K
$0
|
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.87KNew |
$231K - $233K
|
8.87K
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
8.79K+ 6.4% |
$229K - $231K
|
146K
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.78K+ 112.79% |
$229K - $230K
|
16.6K
$0
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.37K+ 65.66% |
$218K - $220K
|
21.1K
$0
|
|
|
May 21, 2021
Q1 2021
|
Atwater Malick LLC
|
BUY
|
- |
8.21KNew |
$214K - $216K
|
8.21K
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$214K - $215K
|
8.2K
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.88K+ 76.39% |
$179K - $181K
|
15.9K
$0
|
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.87K+ 40.76% |
$179K - $180K
|
23.7K
$0
|
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.73KNew |
$176K - $177K
|
6.73K
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.49K+ 2.19% |
$169K - $170K
|
302K
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5.93K+ 4.65% |
$155K - $156K
|
133K
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5.56K+ 1.84% |
$145K - $146K
|
308K
$0
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
5.2K+ 3.09% |
$136K - $137K
|
174K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.11K+ 8.41% |
$133K - $134K
|
65.9K
$0
|
|
|
May 10, 2021
Q1 2021
|
Northstar Group, Inc.
|
BUY
|
- |
5.08K+ 20.78% |
$133K - $133K
|
29.5K
$0
|
|
|
Dec 19, 2024
Q1 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
4.4K+ 1.93% |
$115K - $116K
|
232K
$0
|
|
|
May 04, 2021
Q1 2021
|
Claret Asset Management Corp
|
BUY
|
- |
4.23K+ 27.67% |
$110K - $111K
|
19.5K
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.71K+ 421.96% |
$96.7K - $97.4K
|
4.59K
$0
|
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3.68K+ 835.23% |
$95.8K - $96.5K
|
4.12K
$0
|
|
|
May 12, 2021
Q1 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
3.63K+ 0.47% |
$94.7K - $95.4K
|
775K
$0
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
3.27K+ 1.74% |
$85.3K - $85.9K
|
192K
$0
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3.05KNew |
$79.6K - $80.2K
|
3.05K
$0
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.05K+ 1.58% |
$79.5K - $80.1K
|
196K
$0
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.03K+ 5.5% |
$79K - $79.6K
|
58.2K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
BUY
|
- |
2.66K+ 28.78% |
$69.4K - $69.9K
|
11.9K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Arrow Financial Corp
|
BUY
|
- |
2.26K+ 7.19% |
$58.9K - $59.3K
|
33.7K
$0
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2K+ 5.3% |
$52.2K - $52.5K
|
39.7K
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.92KNew |
$49.9K - $50.3K
|
1.92K
$0
|
|
|
May 03, 2021
Q1 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.9K+ 1.22% |
$49.4K - $49.8K
|
157K
$0
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.79KNew |
$46.7K - $47K
|
1.79K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$45.7K - $46K
|
1.75K
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.68K+ 18.72% |
$43.7K - $44K
|
10.6K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.3K+ 112.55% |
$33.9K - $34.1K
|
2.46K
$0
|
|
|
May 12, 2021
Q1 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.3K+ 2.99% |
$33.8K - $34.1K
|
44.6K
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Signature Wealth Management Group
|
BUY
|
- |
1.29K+ 1.05% |
$33.7K - $33.9K
|
125K
$0
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.24K+ 10.13% |
$32.3K - $32.5K
|
13.4K
$0
|
|
|
May 13, 2021
Q1 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.23K+ 6.38% |
$32.1K - $32.3K
|
20.5K
$0
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
BUY
|
- |
1.12K+ 6.35% |
$29.1K - $29.3K
|
18.7K
$0
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 12088.89% |
$28.4K - $28.6K
|
1.1K
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 9.81% |
$26.7K - $26.8K
|
11.4K
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.02K+ 2.18% |
$26.6K - $26.8K
|
47.8K
$0
|