Purchases and Sales Made in Q2 2023 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 2023. 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 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6.19M+ 2545.74% |
$156M - $157M
|
6.44M
$0
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
532K+ 267.23% |
$13.4M - $13.5M
|
731K
$0
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
449K+ 831.05% |
$11.3M - $11.3M
|
503K
$0
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
384K+ 741.14% |
$9.66M - $9.72M
|
436K
$0
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
258K+ 153.28% |
$6.5M - $6.54M
|
427K
$0
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
258K+ 130.15% |
$6.49M - $6.53M
|
457K
$0
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
248K+ 1172.16% |
$6.24M - $6.28M
|
270K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
236KNew |
$5.94M - $5.98M
|
236K
$0
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
197K+ 28.28% |
$4.95M - $4.98M
|
893K
$0
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
163KNew |
$4.09M - $4.11M
|
163K
$0
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
133K+ 142.54% |
$3.35M - $3.37M
|
227K
$0
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
116K+ 882.08% |
$2.93M - $2.95M
|
130K
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 10.98% |
$2.89M - $2.91M
|
1.16M
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
107K+ 2858.17% |
$2.68M - $2.7M
|
110K
$0
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
93K+ 134.77% |
$2.34M - $2.35M
|
162K
$0
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87K+ 4.6% |
$2.19M - $2.2M
|
1.98M
$0
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
86.7KNew |
$2.18M - $2.19M
|
86.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84.8K+ 12.52% |
$2.13M - $2.14M
|
762K
$0
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
72.6KNew |
$1.82M - $1.84M
|
72.6K
$0
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
63.2K+ 11.78% |
$1.59M - $1.6M
|
600K
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
62.9K+ 28.95% |
$1.58M - $1.59M
|
280K
$0
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
61.8K+ 12.39% |
$1.55M - $1.56M
|
561K
$0
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
53.6K+ 288.12% |
$1.35M - $1.36M
|
72.3K
$0
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.5K+ 17.06% |
$1.32M - $1.33M
|
361K
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.6K+ 28.98% |
$1.15M - $1.15M
|
203K
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44K+ 14.74% |
$1.11M - $1.11M
|
343K
$0
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
43.6K+ 13.46% |
$1.1M - $1.1M
|
368K
$0
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
38.8K+ 50.55% |
$975K - $982K
|
116K
$0
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
34.4K+ 9.03% |
$865K - $870K
|
416K
$0
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
34.1KNew |
$858K - $863K
|
34.1K
$0
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
33K+ 520.94% |
$829K - $834K
|
39.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
33KNew |
$829K - $834K
|
33K
$0
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 3.29% |
$809K - $814K
|
1.01M
$0
|
|
Jul 27, 2023
Q2 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
31.3K+ 228.97% |
$786K - $791K
|
44.9K
$0
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
30.8K+ 29.59% |
$774K - $779K
|
135K
$0
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
30.8KNew |
$774K - $779K
|
30.8K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28.4KNew |
$715K - $719K
|
28.4K
$0
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
28.3KNew |
$711K - $715K
|
28.3K
$0
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.4K+ 6.29% |
$688K - $693K
|
463K
$0
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.9K+ 9.93% |
$576K - $579K
|
253K
$0
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
22.1K+ 20.5% |
$556K - $559K
|
130K
$0
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
21.9K+ 7.62% |
$551K - $555K
|
310K
$0
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
21.8K+ 199.36% |
$548K - $552K
|
32.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
21.7K+ 16.84% |
$546K - $550K
|
151K
$0
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
20.8K+ 3.08% |
$523K - $527K
|
697K
$0
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
20.4K+ 65.01% |
$512K - $515K
|
51.7K
$0
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5K+ 135.62% |
$465K - $468K
|
32.1K
$0
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
17.9KNew |
$451K - $453K
|
17.9K
$0
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.1K+ 17.3% |
$405K - $408K
|
109K
$0
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14KNew |
$353K - $355K
|
14K
$0
|