Purchases and Sales Made in Q2 2022 in Ishares Ibonds Dec 2023 Term C (IBDO)

IBDO Quotes by TradingView

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
Kestra Advisory Services, LLC

SELL
 -
-789
- 2.08%
$19.7K - $19.9K
37.2K $0
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-800
- 5.71%
$20K - $20.2K
13.2K $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-818
Closed
$20.5K - $20.7K
0 $0
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

SELL
 -
-900
- 6.0%
$22.5K - $22.7K
14.1K $0
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-969
- 1.59%
$24.2K - $24.5K
60K $0
Jul 29, 2022 Q2 2022
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-1.03K
- 0.99%
$25.6K - $25.9K
102K $0
Aug 16, 2022 Q2 2022
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-1.08K
- 4.44%
$27.1K - $27.3K
23.3K $0
Jul 26, 2022 Q2 2022
Great Diamond Partners, LLC

SELL
 -
-1.14K
- 7.45%
$28.5K - $28.8K
14.2K $0
Jul 11, 2022 Q2 2022
American National Bank

SELL
 -
-1.17K
Closed
$29.3K - $29.6K
0 $0
Jul 29, 2022 Q2 2022
Blue Barn Wealth, LLC

SELL
 -
-1.41K
- 10.83%
$35.2K - $35.5K
11.6K $0
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-1.72K
Closed
$42.9K - $43.3K
0 $0
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-1.74K
Closed
$43.5K - $44K
0 $0
Aug 12, 2022 Q2 2022
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-2K
- 1.23%
$50K - $50.5K
161K $0
Jul 25, 2022 Q2 2022
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-2.04K
- 13.67%
$50.9K - $51.5K
12.9K $0
Jul 15, 2022 Q2 2022
Ritholtz Wealth Management

SELL
 -
-2.21K
- 1.86%
$55.3K - $55.9K
117K $0
Aug 12, 2022 Q2 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-2.28K
- 14.19%
$56.9K - $57.5K
13.8K $0
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

SELL
 -
-2.38K
- 15.58%
$59.4K - $60K
12.9K $0
Aug 15, 2022 Q2 2022
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-2.44K
- 0.23%
$61K - $61.6K
1.05M $0
Jul 25, 2022 Q2 2022
Spinnaker Trust

SELL
 -
-2.58K
- 10.06%
$64.6K - $65.3K
23.1K $0
Jul 19, 2022 Q2 2022
First Fiduciary Investment Counsel, Inc.

SELL
 -
-2.67K
- 2.27%
$66.8K - $67.4K
115K $0
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-2.94K
- 15.31%
$73.5K - $74.2K
16.3K $0
Aug 15, 2022 Q2 2022
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-3.3K
- 16.9%
$82.5K - $83.3K
16.2K $0
Jul 25, 2022 Q2 2022
Oak Harbor Wealth Partners, LLC

SELL
 -
-3.39K
- 45.71%
$84.8K - $85.7K
4.03K $0
Jul 12, 2022 Q2 2022
Bay Rivers Group

SELL
 -
-3.75K
- 3.07%
$93.7K - $94.7K
118K $0
Aug 12, 2022 Q2 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-4.16K
- 15.36%
$104K - $105K
22.9K $0
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4.34K
- 0.59%
$108K - $110K
727K $0
Jul 19, 2022 Q2 2022
4 Thought Financial Group Inc.

SELL
 -
-5.54K
- 44.05%
$138K - $140K
7.04K $0
Dec 19, 2024 Q2 2022
Arcadia Investment Advisors LLC

Eagle, ID
SELL
 -
-6.17K
- 16.99%
$154K - $156K
30.1K $0
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-6.44K
- 3.7%
$161K - $163K
168K $0
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

SELL
 -
-6.5K
- 15.48%
$163K - $164K
35.5K $0
Jul 21, 2022 Q2 2022
Arcadia Investment Management Corp

SELL
 -
-6.5K
- 13.66%
$163K - $164K
41.1K $0
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-6.94K
- 1.69%
$173K - $175K
403K $0
Aug 08, 2022 Q2 2022
Tlwm

San Antonio, TX
SELL
 -
-7.28K
- 2.1%
$182K - $184K
340K $0
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-7.57K
- 3.66%
$189K - $191K
199K $0
Jul 19, 2022 Q2 2022
Mv Capital Management, Inc.

SELL
 -
-8.65K
- 1.62%
$216K - $218K
524K $0
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-9.07K
- 3.53%
$227K - $229K
248K $0
Aug 03, 2022 Q2 2022
Carl P. Sherr & Co., LLC

SELL
 -
-9.86K
Closed
$247K - $249K
0 $0
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-10.4K
- 68.44%
$260K - $263K
4.8K $0
Aug 10, 2022 Q2 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-10.4K
- 1.25%
$261K - $264K
823K $0
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-11K
- 23.73%
$274K - $277K
35.2K $0
Jul 22, 2022 Q2 2022
Tillar Wenstrup Advisors, LLC

SELL
 -
-12.4K
- 3.06%
$310K - $313K
393K $0
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-14K
- 5.3%
$351K - $354K
250K $0
Aug 02, 2022 Q2 2022
Private Portfolio Partners LLC

SELL
 -
-14.4K
Closed
$359K - $363K
0 $0
Jan 04, 2023 Q2 2022
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
SELL
 -
-15.2K
- 16.3%
$380K - $383K
77.9K $0
Aug 04, 2022 Q2 2022
Kesler, Norman & Wride, LLC

SELL
 -
-18.1K
- 10.41%
$452K - $456K
155K $0
Jul 18, 2022 Q2 2022
Octavia Wealth Advisors, LLC

SELL
 -
-19.6K
Closed
$489K - $494K
0 $0
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-19.9K
- 58.1%
$497K - $502K
14.3K $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-21.5K
- 4.42%
$538K - $543K
465K $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-22.9K
- 67.24%
$571K - $577K
11.1K $0

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