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 04, 2023 Q2 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
2.38K
+ 8.25%
$59.9K - $60.2K
31.2K $0
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
2.24K
+ 27.59%
$56.2K - $56.5K
10.3K $0
Aug 08, 2023 Q2 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
2.14K
+ 1.7%
$53.8K - $54.1K
128K $0
Jul 27, 2023 Q2 2023
Grove Bank & Trust

BUY
 -
1.87K
New
$47K - $47.3K
1.87K $0
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.44K
+ 1.15%
$36.1K - $36.3K
126K $0
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.4K
New
$35.2K - $35.4K
1.4K $0
Aug 08, 2023 Q2 2023
Wrapmanager Inc

BUY
 -
1.24K
+ 1.36%
$31K - $31.2K
92.2K $0
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
1.2K
+ 9.53%
$30.2K - $30.3K
13.8K $0
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.2K
+ 4.38%
$30.1K - $30.3K
28.6K $0
Aug 08, 2023 Q2 2023
Blue Barn Wealth, LLC

BUY
 -
1.05K
+ 4.43%
$26.5K - $26.7K
24.8K $0
Nov 13, 2024 Q2 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
940
+ 1.72%
$23.6K - $23.8K
55.7K $0
Aug 10, 2023 Q2 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
940
+ 1.72%
$23.6K - $23.8K
55.7K $0
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
939
+ 3.27%
$23.6K - $23.7K
29.6K $0
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
902
+ 1.72%
$22.7K - $22.8K
53.4K $0
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
828
+ 2.93%
$20.8K - $20.9K
29.1K $0
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
790
New
$19.9K - $20K
790 $0
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
676
New
$17K - $17.1K
676 $0
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
630
+ 4.69%
$15.8K - $15.9K
14.1K $0
Jul 14, 2023 Q2 2023
4 Thought Financial Group Inc.

BUY
 -
488
+ 2.43%
$12.3K - $12.3K
20.5K $0
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
451
New
$11.3K - $11.4K
451 $0
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
441
+ 15.03%
$11.1K - $11.2K
3.38K $0
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
441
+ 15.03%
$11.1K - $11.2K
3.38K $0
Aug 08, 2023 Q2 2023
Vigilant Capital Management, LLC

BUY
 -
440
+ 3.5%
$11.1K - $11.1K
13K $0
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
414
New
$10.4K - $10.5K
414 $0
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
396
+ 1.56%
$9.95K - $10K
25.8K $0
Jul 19, 2023 Q2 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
380
+ 2.5%
$9.55K - $9.61K
15.6K $0
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
363
+ 0.67%
$9.12K - $9.18K
54.3K $0
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
318
+ 1.18%
$7.99K - $8.04K
27.2K $0
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
301
+ 0.76%
$7.56K - $7.61K
40.1K $0
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
291
+ 0.87%
$7.31K - $7.36K
33.9K $0
Aug 02, 2023 Q2 2023
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
200
+ 0.93%
$5.03K - $5.06K
21.7K $0
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
200
+ 1.75%
$5.03K - $5.06K
11.7K $0
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
196
+ 0.71%
$4.93K - $4.96K
27.7K $0
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
180
+ 0.82%
$4.52K - $4.55K
22.1K $0
Jul 31, 2023 Q2 2023
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
179
+ 0.18%
$4.5K - $4.53K
98.9K $0
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
177
+ 0.41%
$4.45K - $4.48K
42.9K $0
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
128
New
$3.22K - $3.24K
128 $0
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
111
+ 0.31%
$2.79K - $2.81K
36.1K $0
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
44
New
$1.11K - $1.11K
44 $0
Jul 28, 2023 Q2 2023
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
34
+ 0.1%
$854 - $860
33.2K $0
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
21
+ 0.71%
$528 - $531
2.99K $0
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
19
+ 0.9%
$477 - $481
2.13K $0
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
17
+ 0.17%
$427 - $430
10.2K $0
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
9
+ 0.09%
$226 - $228
9.79K $0
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
9
+ 0.15%
$226 - $228
6.13K $0
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
5
+ 0.04%
$126 - $126
13.3K $0
Jul 26, 2023 Q2 2023
Hartford Financial Management Inc.

BUY
 -
3
+ 0.91%
$75.4 - $75.9
333 $0
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-6
- 54.55%
$151 - $152
5 $0
Aug 10, 2023 Q2 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-17
- 0.56%
$427 - $430
3.04K $0

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