Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.12M+ 23.7% |
$28M - $28.3M
|
5.85M
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
611KNew |
$15.3M - $15.4M
|
611K
$0
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
448K+ 13.57% |
$11.2M - $11.3M
|
3.75M
$0
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
448K+ 13.57% |
$11.2M - $11.3M
|
3.75M
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
440K+ 936.52% |
$11M - $11.1M
|
486K
$0
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
342K+ 4046.43% |
$8.56M - $8.65M
|
351K
$0
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
341KNew |
$8.54M - $8.62M
|
341K
$0
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
332K+ 1967.5% |
$8.31M - $8.39M
|
349K
$0
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
287K+ 574.0% |
$7.18M - $7.26M
|
337K
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
269K+ 91.38% |
$6.73M - $6.8M
|
564K
$0
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
267K+ 373.62% |
$6.68M - $6.75M
|
339K
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
248KNew |
$6.2M - $6.26M
|
248K
$0
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
BUY
|
- |
245KNew |
$6.13M - $6.2M
|
245K
$0
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
212KNew |
$5.29M - $5.35M
|
212K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200K+ 23.03% |
$5M - $5.05M
|
1.07M
$0
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
200KNew |
$4.99M - $5.04M
|
200K
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
175K+ 10.04% |
$4.37M - $4.41M
|
1.91M
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
166K+ 49.31% |
$4.16M - $4.2M
|
504K
$0
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
155K+ 39.45% |
$3.88M - $3.92M
|
548K
$0
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
148KNew |
$3.71M - $3.74M
|
148K
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
133KNew |
$3.32M - $3.35M
|
133K
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 19.79% |
$3.23M - $3.26M
|
781K
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 75.93% |
$2.69M - $2.72M
|
250K
$0
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
104KNew |
$2.61M - $2.63M
|
104K
$0
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
98.9KNew |
$2.47M - $2.5M
|
98.9K
$0
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
98.9KNew |
$2.47M - $2.5M
|
98.9K
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.1K+ 7.04% |
$2.43M - $2.45M
|
1.48M
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
92.9K+ 6.52% |
$2.32M - $2.35M
|
1.52M
$0
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
92K+ 118.03% |
$2.3M - $2.32M
|
170K
$0
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91KNew |
$2.28M - $2.3M
|
91K
$0
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
BUY
|
- |
71.2K+ 24.28% |
$1.78M - $1.8M
|
364K
$0
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
61.9KNew |
$1.55M - $1.56M
|
61.9K
$0
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
60.2K+ 154.36% |
$1.51M - $1.52M
|
99.3K
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.4K+ 21937.22% |
$1.46M - $1.47M
|
58.6K
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.3K+ 33.24% |
$1.46M - $1.47M
|
234K
$0
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
55.4KNew |
$1.39M - $1.4M
|
55.4K
$0
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
44.7KNew |
$1.12M - $1.13M
|
44.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.7K+ 3.13% |
$1.12M - $1.13M
|
1.47M
$0
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
43.4K+ 9.89% |
$1.08M - $1.1M
|
482K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 10.84% |
$1.05M - $1.06M
|
430K
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.6KNew |
$990K - $1M
|
39.6K
$0
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.3KNew |
$983K - $994K
|
39.3K
$0
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
38.6KNew |
$964K - $974K
|
38.6K
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
36.2K+ 3485.07% |
$904K - $914K
|
37.2K
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34.3K+ 5.88% |
$858K - $867K
|
618K
$0
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
33KNew |
$826K - $834K
|
33K
$0
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
32.5K+ 36.99% |
$812K - $820K
|
120K
$0
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
31.7K+ 66.34% |
$792K - $801K
|
79.5K
$0
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31.3KNew |
$782K - $790K
|
31.3K
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31.2KNew |
$781K - $789K
|
31.2K
$0
|