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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-24- 0.12% |
$603 - $607
|
20.8K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-24- 0.09% |
$603 - $607
|
26.5K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-95- 0.29% |
$2.39K - $2.4K
|
32.7K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-131- 0.42% |
$3.29K - $3.31K
|
30.8K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.18% |
$4.98K - $5.01K
|
8.9K
$0
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-200- 3.99% |
$5.03K - $5.06K
|
4.81K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 14.14% |
$5.03K - $5.06K
|
1.21K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-245- 1.71% |
$6.16K - $6.2K
|
14K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-250- 0.67% |
$6.28K - $6.32K
|
37.2K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-260- 0.49% |
$6.53K - $6.58K
|
52.4K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-377- 3.01% |
$9.47K - $9.53K
|
12.1K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-400- 2.69% |
$10.1K - $10.1K
|
14.5K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-431- 0.44% |
$10.8K - $10.9K
|
96.6K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-590- 1.91% |
$14.8K - $14.9K
|
30.3K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-601- 3.67% |
$15.1K - $15.2K
|
15.8K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-666- 1.57% |
$16.7K - $16.8K
|
41.7K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-685- 7.73% |
$17.2K - $17.3K
|
8.18K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-740- 21.36% |
$18.6K - $18.7K
|
2.73K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-799- 89.37% |
$20.1K - $20.2K
|
95
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-804- 8.36% |
$20.2K - $20.3K
|
8.81K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-890- 2.19% |
$22.4K - $22.5K
|
39.8K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-977- 1.3% |
$24.6K - $24.7K
|
74.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-990- 0.45% |
$24.9K - $25K
|
220K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.01K- 28.94% |
$25.4K - $25.6K
|
2.48K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 2.01% |
$26.4K - $26.6K
|
51.3K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.1K- 9.26% |
$27.5K - $27.7K
|
10.7K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.11K- 0.59% |
$27.8K - $28K
|
187K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.21K- 9.28% |
$30.3K - $30.5K
|
11.8K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.21K- 6.19% |
$30.4K - $30.6K
|
18.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.25K- 0.51% |
$31.4K - $31.6K
|
244K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.3K- 5.14% |
$32.7K - $32.9K
|
24K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.35K- 6.49% |
$33.8K - $34K
|
19.4K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.39K- 5.37% |
$34.9K - $35.1K
|
24.5K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.4K- 14.97% |
$35.2K - $35.4K
|
7.95K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.49K- 3.42% |
$37.5K - $37.8K
|
42.2K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-1.5K- 0.62% |
$37.8K - $38K
|
242K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.53K- 1.25% |
$38.5K - $38.7K
|
121K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.62K- 5.6% |
$40.7K - $41K
|
27.3K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.67K- 7.19% |
$42K - $42.2K
|
21.6K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.69K- 0.79% |
$42.4K - $42.7K
|
212K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.78K- 9.54% |
$44.8K - $45.1K
|
16.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.81K- 49.29% |
$45.6K - $45.9K
|
1.87K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.87K- 9.58% |
$47K - $47.3K
|
17.6K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.93K- 3.12% |
$48.4K - $48.7K
|
59.8K
$0
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.47K- 4.91% |
$61.9K - $62.3K
|
47.7K
$0
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-2.47K- 4.91% |
$61.9K - $62.3K
|
47.7K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-2.55K- 5.39% |
$64K - $64.4K
|
44.6K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
SELL
|
- |
-2.6K- 0.8% |
$65.4K - $65.8K
|
324K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.61K- 7.14% |
$65.6K - $66K
|
33.9K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.79K- 10.98% |
$70K - $70.5K
|
22.6K
$0
|