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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.1K+ 4.59% |
$777K - $785K
|
708K
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.5KNew |
$663K - $669K
|
26.5K
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 0.87% |
$659K - $666K
|
3.04M
$0
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$636K - $643K
|
25.5K
$0
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
25.4KNew |
$636K - $643K
|
25.4K
$0
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24.9KNew |
$623K - $629K
|
24.9K
$0
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24.8K+ 179.71% |
$620K - $626K
|
38.6K
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.5K+ 27.61% |
$613K - $620K
|
113K
$0
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
23.5K+ 17.32% |
$587K - $594K
|
159K
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22.3K+ 31.18% |
$559K - $564K
|
94K
$0
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
20.8K+ 10.31% |
$520K - $526K
|
223K
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
19.5K+ 7.65% |
$487K - $492K
|
274K
$0
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.4K+ 6.91% |
$485K - $490K
|
300K
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6KNew |
$466K - $470K
|
18.6K
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
18.5KNew |
$463K - $467K
|
18.5K
$0
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17.5KNew |
$437K - $442K
|
17.5K
$0
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15.6KNew |
$391K - $395K
|
15.6K
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.3K+ 32.83% |
$382K - $386K
|
61.8K
$0
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
14.8K+ 10.78% |
$370K - $374K
|
152K
$0
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
14.8K+ 2.67% |
$370K - $374K
|
569K
$0
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
14.6K+ 1.41% |
$366K - $370K
|
1.05M
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
14.5K+ 15.85% |
$363K - $366K
|
106K
$0
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
13.9K+ 32.32% |
$347K - $351K
|
56.8K
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 5.17% |
$307K - $310K
|
250K
$0
|
|
Aug 09, 2022
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
11.6K+ 14.44% |
$290K - $293K
|
92K
$0
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
10.6K+ 49.74% |
$266K - $268K
|
32K
$0
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.5KNew |
$261K - $264K
|
10.5K
$0
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.3K+ 16.09% |
$258K - $260K
|
74.4K
$0
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
10.2K+ 73.97% |
$255K - $258K
|
24K
$0
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
10K+ 19.24% |
$250K - $253K
|
62K
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9.69KNew |
$242K - $245K
|
9.69K
$0
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9KNew |
$225K - $227K
|
9K
$0
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8.9K+ 4.05% |
$223K - $225K
|
229K
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.8K+ 465.36% |
$220K - $222K
|
10.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.78K+ 129.79% |
$219K - $222K
|
15.5K
$0
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.57K+ 1.97% |
$214K - $216K
|
444K
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
7.43K+ 8.65% |
$186K - $188K
|
93.4K
$0
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6.93K+ 2.97% |
$173K - $175K
|
240K
$0
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
6.56K+ 37.62% |
$164K - $166K
|
24K
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.33KNew |
$158K - $160K
|
6.33K
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.92K+ 52.82% |
$148K - $150K
|
17.1K
$0
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
5.46K+ 3.29% |
$137K - $138K
|
171K
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.41K+ 30.25% |
$110K - $111K
|
19K
$0
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.25K+ 9.55% |
$106K - $107K
|
48.7K
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.24K+ 5.98% |
$106K - $107K
|
75.1K
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.17K+ 93.39% |
$104K - $105K
|
8.63K
$0
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.17KNew |
$104K - $105K
|
4.17K
$0
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.16K+ 4.33% |
$104K - $105K
|
100K
$0
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.15K+ 26.1% |
$104K - $105K
|
20.1K
$0
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
3.37KNew |
$84.2K - $85.1K
|
3.37K
$0
|