Purchases and Sales Made in Q1 2022 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 2022. 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 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
868K+ 2126.75% |
$21.9M - $22.3M
|
909K
$0
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
735K+ 232.43% |
$18.5M - $18.9M
|
1.05M
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
669K+ 88.34% |
$16.9M - $17.2M
|
1.43M
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
572K+ 13.76% |
$14.4M - $14.7M
|
4.73M
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
95.6K+ 5.82% |
$2.41M - $2.45M
|
1.74M
$0
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
87.8KNew |
$2.21M - $2.25M
|
87.8K
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
83.6K+ 32.97% |
$2.11M - $2.15M
|
337K
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
79.3K+ 8.26% |
$2M - $2.03M
|
1.04M
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
78.7K+ 614.41% |
$1.98M - $2.02M
|
91.5K
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.6K+ 58.89% |
$1.63M - $1.66M
|
174K
$0
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
60.7KNew |
$1.53M - $1.56M
|
60.7K
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.6K+ 4.43% |
$1.53M - $1.55M
|
1.43M
$0
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
56.6K+ 23.94% |
$1.43M - $1.45M
|
293K
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.6K+ 21.98% |
$1.28M - $1.3M
|
281K
$0
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50.1KNew |
$1.26M - $1.28M
|
50.1K
$0
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
47.8KNew |
$1.2M - $1.23M
|
47.8K
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.4K+ 3.25% |
$1.09M - $1.11M
|
1.38M
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
42.2K+ 42.3% |
$1.06M - $1.08M
|
142K
$0
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
41.8K+ 2.82% |
$1.05M - $1.07M
|
1.52M
$0
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
40.8K+ 21.19% |
$1.03M - $1.05M
|
233K
$0
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
34.5K+ 116.59% |
$870K - $885K
|
64.1K
$0
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
32.2K+ 81.84% |
$812K - $826K
|
71.6K
$0
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.5K+ 6.69% |
$693K - $705K
|
438K
$0
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
23.7K+ 8.93% |
$597K - $607K
|
289K
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 102.1% |
$589K - $599K
|
46.2K
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21.9K+ 5.64% |
$552K - $562K
|
410K
$0
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
19.6KNew |
$494K - $502K
|
19.6K
$0
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
18.8K+ 16.5% |
$475K - $483K
|
133K
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
18K+ 85.99% |
$455K - $463K
|
39K
$0
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
17.7KNew |
$446K - $453K
|
17.7K
$0
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
17.4K+ 2.13% |
$439K - $446K
|
833K
$0
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.9KNew |
$426K - $433K
|
16.9K
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.1K+ 94.78% |
$407K - $414K
|
33.2K
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 52.67% |
$405K - $412K
|
46.5K
$0
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16K+ 3.81% |
$403K - $410K
|
435K
$0
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15.6KNew |
$393K - $400K
|
15.6K
$0
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.8KNew |
$348K - $354K
|
13.8K
$0
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
13.8KNew |
$348K - $354K
|
13.8K
$0
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
13.7K+ 11.11% |
$346K - $352K
|
137K
$0
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13.2K+ 17.44% |
$333K - $338K
|
88.8K
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 2.18% |
$314K - $319K
|
584K
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.3K+ 1.85% |
$310K - $315K
|
677K
$0
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$289K - $294K
|
11.5K
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 3.99% |
$285K - $290K
|
295K
$0
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 9.9% |
$271K - $276K
|
119K
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.89K+ 107.66% |
$249K - $254K
|
19.1K
$0
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
9.86KNew |
$249K - $253K
|
9.86K
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
9.62K+ 39.49% |
$243K - $247K
|
34K
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.49K+ 12.08% |
$239K - $243K
|
88K
$0
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.36KNew |
$236K - $240K
|
9.36K
$0
|