Purchases and Sales Made in Q2 2023 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 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 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
13.8K
New
$346K - $349K
13.8K $0
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
12.6K
New
$316K - $318K
12.6K $0
Aug 07, 2023 Q2 2023
Summitry LLC

Foster City, CA
BUY
 -
11.8K
+ 1.65%
$297K - $299K
728K $0
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
11.8K
+ 4.0%
$296K - $298K
306K $0
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
11K
+ 31.51%
$276K - $278K
45.9K $0
Aug 07, 2023 Q2 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
10.8K
+ 2.13%
$272K - $274K
520K $0
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
10.2K
New
$257K - $259K
10.2K $0
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
10K
+ 17.87%
$252K - $254K
66.2K $0
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
9.99K
+ 2.12%
$251K - $253K
481K $0
Aug 10, 2023 Q2 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
9.97K
+ 2.14%
$251K - $252K
476K $0
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
9.7K
+ 0.85%
$244K - $245K
1.15M $0
Jul 20, 2023 Q2 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
9.59K
New
$241K - $242K
9.59K $0
Aug 10, 2023 Q2 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
9.44K
+ 11.12%
$237K - $239K
94.4K $0
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
9.43K
+ 33.1%
$237K - $239K
37.9K $0
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
9.12K
New
$229K - $231K
9.12K $0
Aug 14, 2023 Q2 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
9.1K
+ 97.46%
$229K - $230K
18.4K $0
Jul 25, 2023 Q2 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
9.03K
+ 25.9%
$227K - $228K
43.9K $0
Aug 04, 2023 Q2 2023
Fortis Capital Management LLC

BUY
 -
8.45K
+ 68.35%
$212K - $214K
20.8K $0
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
8.26K
+ 10.62%
$207K - $209K
86K $0
Aug 11, 2023 Q2 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
8.21K
+ 66.84%
$206K - $208K
20.5K $0
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
8.03K
New
$202K - $203K
8.03K $0
Aug 10, 2023 Q2 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
7.96K
New
$200K - $201K
7.96K $0
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
7.5K
+ 217.39%
$188K - $190K
11K $0
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
7.4K
+ 3.18%
$186K - $187K
240K $0
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
7.33K
+ 20.99%
$184K - $185K
42.3K $0
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
6.86K
+ 415.63%
$172K - $174K
8.51K $0
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
6.83K
+ 1.07%
$172K - $173K
647K $0
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.35K
+ 11.69%
$160K - $161K
60.7K $0
Aug 07, 2023 Q2 2023
Element Wealth, LLC

BUY
 -
6.18K
+ 13.94%
$155K - $156K
50.5K $0
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
6.05K
+ 3.67%
$152K - $153K
171K $0
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
5.96K
+ 15.51%
$150K - $151K
44.4K $0
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
5.77K
+ 17.91%
$145K - $146K
38K $0
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
5.75K
+ 11.17%
$144K - $145K
57.2K $0
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
4.86K
+ 4.29%
$122K - $123K
118K $0
Jul 13, 2023 Q2 2023
Windsor Capital Management, LLC

BUY
 -
4.8K
+ 0.91%
$121K - $121K
531K $0
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.42K
+ 38.4%
$111K - $112K
15.9K $0
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
4.4K
+ 990.99%
$111K - $111K
4.84K $0
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4.4K
+ 990.99%
$111K - $111K
4.84K $0
Jul 10, 2023 Q2 2023
Signature Wealth Management Group

BUY
 -
4.01K
+ 2.08%
$101K - $102K
197K $0
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
3.57K
New
$89.7K - $90.3K
3.57K $0
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
3.1K
New
$77.9K - $78.4K
3.1K $0
Jul 17, 2023 Q2 2023
Chesley Taft & Associates LLC

BUY
 -
3K
+ 8.23%
$75.4K - $75.9K
39.5K $0
Jul 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
2.85K
+ 0.7%
$71.6K - $72.1K
412K $0
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
2.56K
+ 17.84%
$64.2K - $64.6K
16.9K $0
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
2.49K
+ 3.36%
$62.7K - $63.1K
76.7K $0
Nov 17, 2023 Q2 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
2.44K
+ 9.9%
$61.3K - $61.7K
27.1K $0
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
2.41K
+ 2.72%
$60.7K - $61.1K
91.1K $0
Jul 13, 2023 Q2 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
2.4K
+ 1.18%
$60.3K - $60.6K
205K $0
Sep 11, 2024 Q2 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
2.38K
+ 23.45%
$59.9K - $60.3K
12.5K $0

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