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 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
868+ 1.14% |
$22.6K - $22.8K
|
77.1K
$0
|
|
|
May 06, 2021
Q1 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
800+ 4.8% |
$20.9K - $21K
|
17.5K
$0
|
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
585New |
$15.3K - $15.4K
|
585
$0
|
|
|
May 17, 2021
Q1 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
383+ 2.14% |
$9.99K - $10.1K
|
18.3K
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
221+ 6.03% |
$5.76K - $5.8K
|
3.89K
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
191+ 0.56% |
$4.98K - $5.02K
|
34.1K
$0
|
|
|
May 17, 2021
Q1 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
190+ 1.44% |
$4.96K - $4.99K
|
13.3K
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
BUY
|
- |
100+ 0.56% |
$2.61K - $2.63K
|
17.8K
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
75+ 0.7% |
$1.96K - $1.97K
|
10.8K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
50+ 13.16% |
$1.3K - $1.31K
|
430
$0
|
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
38+ 0.33% |
$991 - $998
|
11.5K
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25+ 0.04% |
$652 - $657
|
59.8K
$0
|
|
|
May 10, 2021
Q1 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20+ 0.33% |
$522 - $525
|
6.14K
$0
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11New |
$287 - $289
|
11
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.0% |
$235 - $236
|
197K
$0
|
|
|
May 17, 2021
Q1 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.03% |
$235 - $236
|
26.1K
$0
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9New |
$235 - $236
|
9
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
BUY
|
- |
8+ 0.05% |
$209 - $210
|
17.1K
$0
|
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.35% |
$183 - $184
|
2.03K
$0
|
|
|
May 14, 2021
Q1 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
6+ 0.08% |
$156 - $158
|
7.89K
$0
|
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.05% |
$104 - $105
|
8.66K
$0
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.29% |
$78.2 - $78.8
|
1.03K
$0
|
|
|
May 07, 2021
Q1 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $26.3
|
13.7K
$0
|
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8Closed |
$209 - $210
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32- 0.24% |
$835 - $840
|
13.2K
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-84Closed |
$2.19K - $2.21K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-159- 5.11% |
$4.15K - $4.18K
|
2.96K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-170Closed |
$4.43K - $4.46K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-175- 1.86% |
$4.56K - $4.6K
|
9.23K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-223- 1.52% |
$5.82K - $5.86K
|
14.5K
$0
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-228- 12.64% |
$5.95K - $5.99K
|
1.58K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-255Closed |
$6.65K - $6.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-267Closed |
$6.96K - $7.01K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-268- 0.24% |
$6.99K - $7.04K
|
109K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-406Closed |
$10.6K - $10.7K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-615- 1.53% |
$16K - $16.1K
|
39.6K
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-748- 3.53% |
$19.5K - $19.6K
|
20.5K
$0
|
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-800- 2.66% |
$20.9K - $21K
|
29.2K
$0
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-875- 2.48% |
$22.8K - $23K
|
34.4K
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-982- 0.27% |
$25.6K - $25.8K
|
361K
$0
|
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-992- 4.67% |
$25.9K - $26K
|
20.2K
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
$26.1K - $26.3K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 1.36% |
$26.1K - $26.3K
|
72.4K
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.04K- 1.24% |
$27.2K - $27.4K
|
82.8K
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.1K- 4.87% |
$28.6K - $28.8K
|
21.4K
$0
|
|
|
May 10, 2021
Q1 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.11K- 2.26% |
$29K - $29.2K
|
48.1K
$0
|
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.52K- 8.28% |
$39.5K - $39.8K
|
16.8K
$0
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.71K- 15.52% |
$44.6K - $44.9K
|
9.31K
$0
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.14K- 5.17% |
$55.7K - $56.1K
|
39.2K
$0
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.25KClosed |
$58.5K - $59K
|
0
$0
|