Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.4K+ 12.72% |
$193K - $193K
|
65.6K
$0
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.03K+ 4.15% |
$183K - $184K
|
177K
$0
|
|
Jul 26, 2021
Q2 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
6K+ 64.43% |
$156K - $157K
|
15.3K
$0
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5.9K+ 4.04% |
$154K - $154K
|
152K
$0
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.8K+ 9.69% |
$151K - $152K
|
65.7K
$0
|
|
Jul 21, 2021
Q2 2021
|
Arrow Financial Corp
|
BUY
|
- |
5.65K+ 16.79% |
$147K - $148K
|
39.3K
$0
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 4.85% |
$135K - $135K
|
112K
$0
|
|
Dec 19, 2024
Q2 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
4.64K+ 2.0% |
$121K - $121K
|
237K
$0
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.54K+ 1.26% |
$118K - $119K
|
366K
$0
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.25K+ 3.19% |
$111K - $111K
|
138K
$0
|
|
Jul 28, 2021
Q2 2021
|
Northstar Group, Inc.
|
BUY
|
- |
4.13K+ 13.97% |
$107K - $108K
|
33.7K
$0
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.98K+ 6.04% |
$104K - $104K
|
69.8K
$0
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 1.91% |
$97.8K - $98.2K
|
200K
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.59K+ 17.02% |
$93.6K - $93.9K
|
24.7K
$0
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
3.53K+ 29.62% |
$91.8K - $92.2K
|
15.4K
$0
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.46K+ 1.12% |
$90.1K - $90.4K
|
312K
$0
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.15K+ 3.4% |
$82.1K - $82.4K
|
95.9K
$0
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.99K+ 4.51% |
$77.8K - $78.1K
|
69.2K
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.57K+ 7.63% |
$67K - $67.2K
|
36.3K
$0
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.43K+ 12.93% |
$63.3K - $63.6K
|
21.2K
$0
|
|
Aug 06, 2021
Q2 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.11K+ 13.27% |
$54.8K - $55.1K
|
18K
$0
|
|
Jul 26, 2021
Q2 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.92K+ 23.35% |
$49.9K - $50.1K
|
10.1K
$0
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75KNew |
$45.6K - $45.8K
|
1.75K
$0
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.72K+ 0.99% |
$44.7K - $44.8K
|
175K
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.6K+ 7.82% |
$41.7K - $41.8K
|
22.1K
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42K+ 11.28% |
$37K - $37.1K
|
14K
$0
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.37K+ 0.84% |
$35.8K - $35.9K
|
165K
$0
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.35K+ 12.71% |
$35.2K - $35.3K
|
12K
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11K+ 3.21% |
$28.9K - $29K
|
35.6K
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.05K+ 2.36% |
$27.2K - $27.3K
|
45.4K
$0
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 1.68% |
$26.6K - $26.7K
|
62K
$0
|
|
Aug 09, 2021
Q2 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
478+ 2.33% |
$12.4K - $12.5K
|
21K
$0
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
362New |
$9.43K - $9.46K
|
362
$0
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
314+ 2.37% |
$8.18K - $8.21K
|
13.6K
$0
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
307+ 17.14% |
$7.99K - $8.02K
|
2.1K
$0
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
307+ 0.37% |
$7.99K - $8.02K
|
83.1K
$0
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
BUY
|
- |
291+ 1.56% |
$7.58K - $7.61K
|
19K
$0
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
257+ 59.77% |
$6.69K - $6.72K
|
687
$0
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
190+ 0.63% |
$4.95K - $4.97K
|
30.3K
$0
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
170New |
$4.43K - $4.44K
|
170
$0
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
154+ 0.88% |
$4.01K - $4.03K
|
17.6K
$0
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
124+ 1.84% |
$3.23K - $3.24K
|
6.86K
$0
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
99New |
$2.58K - $2.59K
|
99
$0
|
|
Aug 02, 2021
Q2 2021
|
Trust CO Of Virginia
|
BUY
|
- |
75+ 0.81% |
$1.95K - $1.96K
|
9.3K
$0
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
45+ 0.13% |
$1.17K - $1.18K
|
34.2K
$0
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45+ 0.45% |
$1.17K - $1.18K
|
10K
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
42+ 1.39% |
$1.09K - $1.1K
|
3.07K
$0
|
|
Jul 29, 2021
Q2 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
40+ 0.19% |
$1.04K - $1.05K
|
21.5K
$0
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
35+ 0.06% |
$911 - $915
|
59.8K
$0
|
|
Jul 23, 2021
Q2 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
34New |
$885 - $889
|
34
$0
|