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 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
28+ 0.46% |
$729 - $732
|
6.17K
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 2.28% |
$651 - $654
|
1.12K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18+ 0.16% |
$469 - $471
|
11.5K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Claret Asset Management Corp
|
BUY
|
- |
15+ 0.08% |
$391 - $392
|
19.5K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 0.05% |
$312 - $314
|
26.1K
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.06% |
$286 - $288
|
17.1K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.44% |
$234 - $235
|
2.04K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.09% |
$182 - $183
|
7.9K
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.48% |
$130 - $131
|
1.04K
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-43Closed |
$1.12K - $1.12K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-185- 1.1% |
$4.82K - $4.84K
|
16.6K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-235- 0.99% |
$6.12K - $6.14K
|
23.5K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 0.55% |
$10.4K - $10.5K
|
72K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-438- 0.49% |
$11.4K - $11.4K
|
89.5K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-585Closed |
$15.2K - $15.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-728- 2.63% |
$19K - $19K
|
27K
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-758- 0.72% |
$19.7K - $19.8K
|
105K
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-782- 0.63% |
$20.4K - $20.4K
|
124K
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
SELL
|
- |
-852- 8.06% |
$22.2K - $22.3K
|
9.71K
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-855- 0.46% |
$22.3K - $22.3K
|
187K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-961- 1.32% |
$25K - $25.1K
|
71.9K
$0
|
|
|
Aug 02, 2021
Q2 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1K- 2.24% |
$26K - $26.1K
|
43.6K
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.11K- 1.44% |
$28.9K - $29K
|
76K
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 43.49% |
$29.8K - $29.9K
|
1.49K
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Norway Savings Bank
|
SELL
|
- |
-1.35K- 7.57% |
$35.2K - $35.3K
|
16.5K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.46K- 10.09% |
$38K - $38.2K
|
13K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.56K- 13.53% |
$40.6K - $40.7K
|
9.96K
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.61K- 14.84% |
$41.9K - $42.1K
|
9.24K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.63K- 3.39% |
$42.5K - $42.7K
|
46.5K
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.73K- 0.85% |
$45.1K - $45.2K
|
203K
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.75KClosed |
$45.6K - $45.8K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.92KClosed |
$49.9K - $50.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2KClosed |
$52.1K - $52.3K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.05K- 51.44% |
$53.4K - $53.6K
|
1.94K
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.27K- 5.78% |
$59K - $59.2K
|
36.9K
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.96KClosed |
$76.9K - $77.2K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3K- 72.9% |
$78.1K - $78.4K
|
1.12K
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.03K- 96.8% |
$78.8K - $79.2K
|
100
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.89KClosed |
$101K - $102K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.9K- 22.32% |
$101K - $102K
|
13.6K
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-4.42K- 18.78% |
$115K - $115K
|
19.1K
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.59KClosed |
$119K - $120K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.69K- 1.29% |
$122K - $123K
|
358K
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.95K- 11.02% |
$129K - $129K
|
39.9K
$0
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.99K- 1.76% |
$130K - $130K
|
278K
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 2.75% |
$164K - $165K
|
223K
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.44K- 2.13% |
$168K - $168K
|
296K
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-6.56K- 6.11% |
$171K - $171K
|
101K
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-8.2KClosed |
$214K - $214K
|
0
$0
|