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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9.29K+ 4.41% |
$234K - $238K
|
220K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
9.08K+ 1.67% |
$229K - $233K
|
554K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
8.51KNew |
$214K - $218K
|
8.51K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.44K+ 6.63% |
$213K - $216K
|
136K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
8.42K+ 1.63% |
$212K - $216K
|
526K
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.23K+ 1.87% |
$182K - $186K
|
393K
$0
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
6.98K+ 15.49% |
$176K - $179K
|
52K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.97K+ 9.16% |
$176K - $179K
|
83.1K
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.91K+ 38.62% |
$174K - $177K
|
24.8K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.83K+ 9.28% |
$172K - $175K
|
80.4K
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.73K+ 2.68% |
$170K - $173K
|
257K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
6.66K+ 1.67% |
$168K - $171K
|
405K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.1K+ 3.82% |
$154K - $156K
|
166K
$0
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.03K+ 6.22% |
$127K - $129K
|
85.9K
$0
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.85K+ 2.46% |
$122K - $124K
|
202K
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.7K+ 12.29% |
$119K - $121K
|
42.9K
$0
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
4.51K+ 39.86% |
$114K - $116K
|
15.8K
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.3K+ 3.3% |
$108K - $110K
|
135K
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.75K+ 5.58% |
$94.5K - $96.1K
|
70.9K
$0
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
3.54K+ 0.67% |
$89.3K - $90.8K
|
533K
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.9K+ 24.43% |
$73.1K - $74.4K
|
14.8K
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.63K+ 0.3% |
$66.4K - $67.6K
|
868K
$0
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.25K+ 5.32% |
$56.6K - $57.6K
|
44.5K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.06K+ 1.2% |
$51.8K - $52.7K
|
174K
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2K+ 13.16% |
$50.4K - $51.3K
|
17.2K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.89KNew |
$47.7K - $48.5K
|
1.89K
$0
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.86K+ 13.09% |
$46.8K - $47.7K
|
16K
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.79K+ 0.87% |
$45.1K - $45.9K
|
207K
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.78K+ 15.27% |
$44.9K - $45.7K
|
13.5K
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.77K+ 3.34% |
$44.6K - $45.4K
|
54.7K
$0
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.72KNew |
$43.3K - $44K
|
1.72K
$0
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.66K+ 9.07% |
$41.9K - $42.6K
|
20K
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.3K+ 9.35% |
$32.8K - $33.4K
|
15.2K
$0
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.23K+ 1.29% |
$30.9K - $31.5K
|
96K
$0
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.17K+ 8.51% |
$29.6K - $30.1K
|
15K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
1K+ 2.15% |
$25.2K - $25.7K
|
47.6K
$0
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
875+ 4.1% |
$22.1K - $22.5K
|
22.2K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
750+ 8.26% |
$18.9K - $19.2K
|
9.83K
$0
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
750+ 4.48% |
$18.9K - $19.2K
|
17.5K
$0
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
750+ 4.07% |
$18.9K - $19.2K
|
19.2K
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
654+ 4.7% |
$16.5K - $16.8K
|
14.6K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
640+ 1.7% |
$16.1K - $16.4K
|
38.4K
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
561New |
$14.1K - $14.4K
|
561
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
550+ 3.58% |
$13.9K - $14.1K
|
15.9K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
545+ 0.47% |
$13.7K - $14K
|
118K
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
539+ 4.33% |
$13.6K - $13.8K
|
13K
$0
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
516+ 8.26% |
$13K - $13.2K
|
6.76K
$0
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
478+ 6.89% |
$12.1K - $12.3K
|
7.42K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
470+ 3.18% |
$11.9K - $12.1K
|
15.2K
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
470New |
$11.9K - $12.1K
|
470
$0
|