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 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.84K- 6.78% |
$96.8K - $98.5K
|
52.8K
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.85KClosed |
$97.1K - $98.8K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.01K- 13.33% |
$126K - $129K
|
32.6K
$0
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.06K- 25.35% |
$128K - $130K
|
14.9K
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5.08KClosed |
$128K - $130K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-5.2K- 1.48% |
$131K - $133K
|
347K
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.41K- 2.0% |
$136K - $139K
|
264K
$0
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.92K- 25.36% |
$149K - $152K
|
17.4K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-6.83K- 2.61% |
$172K - $175K
|
255K
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.93K- 0.74% |
$175K - $178K
|
928K
$0
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.46K- 27.66% |
$188K - $192K
|
19.5K
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.1KClosed |
$204K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.82K- 97.36% |
$248K - $252K
|
266
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-10.1K- 12.36% |
$255K - $259K
|
71.7K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 0.35% |
$264K - $268K
|
3.02M
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 5.66% |
$265K - $270K
|
175K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-10.7K- 14.95% |
$270K - $275K
|
60.9K
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-10.9KClosed |
$274K - $279K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-11.7K- 11.78% |
$296K - $301K
|
87.8K
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.3KClosed |
$311K - $316K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.3K- 13.66% |
$311K - $317K
|
78K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-14.7K- 8.21% |
$372K - $378K
|
165K
$0
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-15.6KClosed |
$393K - $400K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-16K- 39.58% |
$402K - $409K
|
24.4K
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-17KClosed |
$428K - $435K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.8K- 57.34% |
$475K - $483K
|
14K
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-19.5KClosed |
$493K - $501K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 2.62% |
$496K - $504K
|
732K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-20.6K- 14.71% |
$519K - $528K
|
119K
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.1KClosed |
$581K - $591K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.7K- 12.57% |
$624K - $635K
|
172K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-28.4KClosed |
$717K - $730K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-31.7K- 98.9% |
$801K - $815K
|
354
$0
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-32.5K- 49.71% |
$820K - $834K
|
32.9K
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-37.4K- 58.5% |
$943K - $960K
|
26.5K
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-44KClosed |
$1.11M - $1.13M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-54.5KClosed |
$1.37M - $1.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-61.5K- 8.61% |
$1.55M - $1.58M
|
652K
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.7K- 1.95% |
$1.66M - $1.69M
|
3.3M
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-66.3K- 21.84% |
$1.67M - $1.7M
|
237K
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-94.3KClosed |
$2.38M - $2.42M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-153K- 80.15% |
$3.87M - $3.94M
|
38K
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-358K- 4.78% |
$9.03M - $9.18M
|
7.13M
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-433K- 52.76% |
$10.9M - $11.1M
|
388K
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-448K- 11.95% |
$11.3M - $11.5M
|
3.3M
$0
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-816KClosed |
$20.6M - $20.9M
|
0
$0
|