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 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.34K+ 1.16% |
$83.6K - $84.4K
|
292K
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.99KNew |
$74.6K - $75.4K
|
2.99K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.72K+ 3.09% |
$68K - $68.7K
|
90.8K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.71KNew |
$67.8K - $68.5K
|
2.71K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.61K+ 13.69% |
$65.3K - $66K
|
21.7K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.58K+ 236.21% |
$64.4K - $65.1K
|
3.67K
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 2.07% |
$61.6K - $62.2K
|
122K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.29K+ 5.96% |
$57.1K - $57.7K
|
40.6K
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 4.18% |
$55.1K - $55.7K
|
55K
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.92KNew |
$47.9K - $48.4K
|
1.92K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 2.03% |
$39.6K - $40K
|
79.6K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.58K+ 5.95% |
$39.4K - $39.8K
|
28.1K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.53K+ 16.37% |
$38.3K - $38.7K
|
10.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.4K+ 8.01% |
$35K - $35.4K
|
18.9K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 3.9% |
$32.3K - $32.6K
|
34.4K
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.2KNew |
$30K - $30.3K
|
1.2K
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1KNew |
$25K - $25.3K
|
1K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
800+ 5.95% |
$20K - $20.2K
|
14.3K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
579+ 0.24% |
$14.5K - $14.6K
|
242K
$0
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
515+ 2.62% |
$12.9K - $13K
|
20.2K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
495New |
$12.4K - $12.5K
|
495
$0
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
486+ 0.28% |
$12.2K - $12.3K
|
173K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
472+ 0.36% |
$11.8K - $11.9K
|
133K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
405+ 4.9% |
$10.1K - $10.2K
|
8.67K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
350+ 3.56% |
$8.75K - $8.84K
|
10.2K
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
245+ 0.1% |
$6.13K - $6.19K
|
246K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
200+ 0.64% |
$5K - $5.05K
|
31.6K
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
182+ 0.22% |
$4.55K - $4.6K
|
83.2K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
155+ 0.52% |
$3.88K - $3.92K
|
29.8K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
144+ 0.24% |
$3.6K - $3.64K
|
60.8K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
129+ 0.39% |
$3.23K - $3.26K
|
33K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
108+ 0.07% |
$2.7K - $2.73K
|
165K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40+ 0.4% |
$1K - $1.01K
|
10.1K
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37+ 0.23% |
$925 - $935
|
15.9K
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
36+ 0.2% |
$900 - $909
|
18.4K
$0
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
11+ 0.02% |
$275 - $278
|
45.9K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
9+ 0.05% |
$225 - $227
|
17.1K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-100- 0.11% |
$2.5K - $2.53K
|
87.7K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-107- 0.43% |
$2.68K - $2.7K
|
24.7K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-170Closed |
$4.25K - $4.29K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-192- 1.56% |
$4.8K - $4.85K
|
12.1K
$0
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-209- 0.38% |
$5.23K - $5.28K
|
55.4K
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.25K - $6.32K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-297- 2.72% |
$7.43K - $7.5K
|
10.6K
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-341- 0.74% |
$8.53K - $8.61K
|
45.9K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-354Closed |
$8.85K - $8.94K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-600- 3.64% |
$15K - $15.2K
|
15.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-605- 4.1% |
$15.1K - $15.3K
|
14.2K
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-670- 6.57% |
$16.8K - $16.9K
|
9.53K
$0
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-771- 1.74% |
$19.3K - $19.5K
|
43.6K
$0
|