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
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.37K- 5.08% |
$61.8K - $62.2K
|
44.3K
$0
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.86K- 18.5% |
$74.5K - $75.1K
|
12.6K
$0
|
|
|
May 10, 2021
Q1 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-2.88KClosed |
$75.1K - $75.6K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.88K- 8.12% |
$75.1K - $75.7K
|
32.6K
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.97K- 42.7% |
$77.5K - $78K
|
3.99K
$0
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3K- 13.74% |
$78.1K - $78.6K
|
18.8K
$0
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.62K- 1.55% |
$94.4K - $95K
|
230K
$0
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.14K- 3.7% |
$108K - $109K
|
108K
$0
|
|
|
May 10, 2021
Q1 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.16K- 1.13% |
$108K - $109K
|
363K
$0
|
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.74K- 10.89% |
$124K - $124K
|
38.8K
$0
|
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.07KClosed |
$132K - $133K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.35K- 0.39% |
$140K - $140K
|
1.36M
$0
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.44K- 7.64% |
$194K - $195K
|
89.9K
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-7.63KClosed |
$199K - $200K
|
0
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.7K- 17.15% |
$201K - $202K
|
37.2K
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-8.12K- 7.14% |
$212K - $213K
|
106K
$0
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11KClosed |
$286K - $288K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Capital Advisors Inc
|
SELL
|
- |
-11.2K- 0.76% |
$293K - $295K
|
1.46M
$0
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.5K- 3.93% |
$301K - $303K
|
282K
$0
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.2K- 10.0% |
$319K - $321K
|
110K
$0
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.3K- 27.88% |
$348K - $350K
|
34.5K
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-16K- 6.31% |
$416K - $419K
|
237K
$0
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-17K- 21.77% |
$443K - $446K
|
61K
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-20K- 53.36% |
$521K - $524K
|
17.4K
$0
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.1KClosed |
$601K - $605K
|
0
$0
|
|
|
May 27, 2021
Q1 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-41.2K- 29.01% |
$1.08M - $1.08M
|
101K
$0
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.1K- 3.52% |
$1.12M - $1.13M
|
1.18M
$0
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-43.8KClosed |
$1.14M - $1.15M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-45.4K- 21.73% |
$1.18M - $1.19M
|
163K
$0
|
|
|
May 07, 2021
Q1 2021
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-60K- 50.0% |
$1.56M - $1.58M
|
60K
$0
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-63.4KClosed |
$1.65M - $1.67M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-65.1K- 24.16% |
$1.7M - $1.71M
|
204K
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-74.6K- 74.09% |
$1.95M - $1.96M
|
26.1K
$0
|
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-84.1K- 13.45% |
$2.19M - $2.21M
|
541K
$0
|
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-90.8KClosed |
$2.37M - $2.38M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-102KClosed |
$2.66M - $2.68M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-488K- 48.94% |
$12.7M - $12.8M
|
510K
$0
|
|
|
May 12, 2021
Q1 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-548KClosed |
$14.3M - $14.4M
|
0
$0
|