Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
9.35M+ 2463.6% |
$234M - $236M
|
9.73M
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22M+ 6532.93% |
$30.5M - $30.7M
|
1.24M
$0
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
800KNew |
$20M - $20.2M
|
800K
$0
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
536KNew |
$13.4M - $13.5M
|
536K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
466KNew |
$11.7M - $11.7M
|
466K
$0
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
409K+ 2454.69% |
$10.2M - $10.3M
|
426K
$0
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
409KNew |
$10.2M - $10.3M
|
409K
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
405K+ 35.01% |
$10.1M - $10.2M
|
1.56M
$0
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
270K+ 243.94% |
$6.77M - $6.81M
|
381K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
262K+ 60.2% |
$6.55M - $6.59M
|
696K
$0
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
254KNew |
$6.36M - $6.4M
|
254K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
238K+ 1124.08% |
$5.96M - $6M
|
259K
$0
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
231KNew |
$5.77M - $5.81M
|
231K
$0
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
221KNew |
$5.53M - $5.57M
|
221K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
216K+ 22643.56% |
$5.41M - $5.45M
|
217K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
177K+ 34.36% |
$4.44M - $4.47M
|
693K
$0
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
174K+ 40.4% |
$4.36M - $4.39M
|
606K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 10.04% |
$4.32M - $4.34M
|
1.89M
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
160K+ 43.71% |
$4.01M - $4.03M
|
527K
$0
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
160K+ 323.85% |
$4.01M - $4.03M
|
210K
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 12.25% |
$3.07M - $3.09M
|
1.12M
$0
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
119KNew |
$2.98M - $3M
|
119K
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
117K+ 61.04% |
$2.92M - $2.94M
|
308K
$0
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 12.18% |
$2.69M - $2.71M
|
989K
$0
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
102K+ 62.88% |
$2.56M - $2.57M
|
264K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97K+ 160.85% |
$2.43M - $2.44M
|
157K
$0
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
96.4KNew |
$2.41M - $2.43M
|
96.4K
$0
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
84.5K+ 83.23% |
$2.11M - $2.13M
|
186K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81.9K+ 14.68% |
$2.05M - $2.06M
|
640K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
81.8K+ 21.01% |
$2.05M - $2.06M
|
471K
$0
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
79.9K+ 162.34% |
$2M - $2.01M
|
129K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.2K+ 1.09% |
$1.98M - $1.99M
|
7.32M
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
78K+ 8.68% |
$1.95M - $1.96M
|
977K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
77.7K+ 294.65% |
$1.95M - $1.96M
|
104K
$0
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
76.8KNew |
$1.92M - $1.93M
|
76.8K
$0
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
75.7K+ 7572.5% |
$1.9M - $1.91M
|
76.7K
$0
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
69KNew |
$1.73M - $1.74M
|
69K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.4K+ 7.88% |
$1.71M - $1.72M
|
936K
$0
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
54.8KNew |
$1.37M - $1.38M
|
54.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.6K+ 20.38% |
$1.27M - $1.27M
|
299K
$0
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
49.3KNew |
$1.23M - $1.24M
|
49.3K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42.6K+ 33.84% |
$1.07M - $1.07M
|
169K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
42K+ 297.28% |
$1.05M - $1.06M
|
56.1K
$0
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
38.4KNew |
$962K - $968K
|
38.4K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
37.5KNew |
$939K - $945K
|
37.5K
$0
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
37.3K+ 3.39% |
$934K - $940K
|
1.14M
$0
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
36KNew |
$901K - $907K
|
36K
$0
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
34.9KNew |
$874K - $880K
|
34.9K
$0
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
34.9KNew |
$873K - $879K
|
34.9K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
33.9KNew |
$847K - $853K
|
33.9K
$0
|