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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
444New |
$11.2K - $11.4K
|
444
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
444New |
$11.2K - $11.4K
|
444
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
301+ 2.83% |
$7.59K - $7.72K
|
10.9K
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$6.31K - $6.42K
|
250
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
215+ 1.3% |
$5.42K - $5.52K
|
16.7K
$0
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
201+ 1.62% |
$5.07K - $5.16K
|
12.6K
$0
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
90+ 0.12% |
$2.27K - $2.31K
|
77.3K
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
36+ 0.06% |
$908 - $924
|
58.2K
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
27+ 0.27% |
$681 - $693
|
10.1K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
23+ 0.13% |
$580 - $590
|
18.3K
$0
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
18+ 0.21% |
$454 - $462
|
8.46K
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.0% |
$252 - $257
|
242K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10+ 0.08% |
$252 - $257
|
12.3K
$0
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8+ 0.04% |
$202 - $205
|
21.3K
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
6+ 0.04% |
$151 - $154
|
17.1K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.01% |
$50.4 - $51.3
|
15K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16Closed |
$404 - $411
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 2.97% |
$631 - $642
|
818
$0
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-78- 0.17% |
$1.97K - $2K
|
45.9K
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-79Closed |
$1.99K - $2.03K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 5.8% |
$2.52K - $2.57K
|
1.63K
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-135- 51.92% |
$3.4K - $3.46K
|
125
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-204- 0.2% |
$5.14K - $5.23K
|
103K
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-206- 1.8% |
$5.2K - $5.29K
|
11.2K
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-240- 0.53% |
$6.05K - $6.16K
|
44.7K
$0
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-270- 0.99% |
$6.81K - $6.93K
|
27.1K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-310- 0.9% |
$7.82K - $7.95K
|
34.2K
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-360- 91.14% |
$9.08K - $9.24K
|
35
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-592Closed |
$14.9K - $15.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-789- 1.68% |
$19.9K - $20.2K
|
46.2K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-866- 2.68% |
$21.8K - $22.2K
|
31.4K
$0
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-897- 3.52% |
$22.6K - $23K
|
24.6K
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-960- 2.23% |
$24.2K - $24.6K
|
42K
$0
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.04KClosed |
$26.2K - $26.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.09K- 54.94% |
$27.4K - $27.8K
|
890
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.19K- 0.48% |
$30K - $30.5K
|
246K
$0
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.39K- 5.14% |
$35.1K - $35.7K
|
25.7K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.4KClosed |
$35.3K - $35.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
$37.5K - $38.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$39.7K - $40.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 19.16% |
$48.4K - $49.2K
|
8.09K
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.05KClosed |
$51.7K - $52.6K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.07KClosed |
$52.1K - $53K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.08K- 1.68% |
$52.5K - $53.4K
|
122K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.32K- 18.53% |
$58.5K - $59.5K
|
10.2K
$0
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.94K- 3.06% |
$74.1K - $75.4K
|
92.9K
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.97K- 5.95% |
$74.9K - $76.2K
|
46.9K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.03KClosed |
$76.4K - $77.7K
|
0
$0
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.11K- 13.63% |
$78.3K - $79.7K
|
19.7K
$0
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.67K- 13.0% |
$92.7K - $94.3K
|
24.6K
$0
|