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 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.54K- 3.5% |
$89.1K - $89.6K
|
97.8K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.72K- 1.14% |
$93.5K - $94.1K
|
323K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.84K- 9.65% |
$96.6K - $97.2K
|
36K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-3.89K- 12.84% |
$97.8K - $98.4K
|
26.4K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4K- 15.47% |
$100K - $101K
|
21.9K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 18.18% |
$101K - $101K
|
18K
$0
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.2K- 20.9% |
$106K - $106K
|
15.9K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.3K- 5.12% |
$108K - $109K
|
79.7K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-4.35K- 12.02% |
$109K - $110K
|
31.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.38K- 1.7% |
$110K - $111K
|
253K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.21K- 14.91% |
$131K - $132K
|
29.7K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5.5K- 17.47% |
$138K - $139K
|
26K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-5.67K- 21.03% |
$142K - $143K
|
21.3K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.67K- 8.79% |
$143K - $143K
|
58.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.7K- 41.78% |
$143K - $144K
|
7.94K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6.47K- 11.81% |
$163K - $164K
|
48.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.51K- 5.11% |
$164K - $165K
|
121K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-6.61K- 10.49% |
$166K - $167K
|
56.4K
$0
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-7.44K- 7.75% |
$187K - $188K
|
88.6K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-7.76K- 41.85% |
$195K - $196K
|
10.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.41K- 42.84% |
$211K - $213K
|
11.2K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-9.04K- 5.42% |
$227K - $229K
|
158K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-9.1K- 3.24% |
$229K - $230K
|
272K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4K- 97.96% |
$261K - $263K
|
216
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 4.27% |
$278K - $280K
|
248K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-11.1K- 44.34% |
$280K - $282K
|
14K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 1.61% |
$281K - $282K
|
682K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-11.5K- 19.14% |
$288K - $290K
|
48.5K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.6K- 7.0% |
$292K - $294K
|
154K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12K- 58.23% |
$303K - $305K
|
8.64K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.8K- 5.21% |
$347K - $349K
|
251K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-14K- 17.59% |
$351K - $353K
|
65.5K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14.1K- 13.18% |
$355K - $357K
|
93K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-15.8K- 13.4% |
$397K - $400K
|
102K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-16K- 42.52% |
$401K - $403K
|
21.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.2K- 8.23% |
$406K - $409K
|
180K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-16.3K- 37.29% |
$409K - $412K
|
27.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-19.9K- 40.13% |
$499K - $502K
|
29.6K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-19.9K- 40.13% |
$499K - $502K
|
29.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 2.36% |
$555K - $558K
|
914K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-24.8K- 29.92% |
$623K - $627K
|
58.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-25.4K- 16.84% |
$638K - $642K
|
125K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-26.4K- 4.76% |
$663K - $667K
|
528K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-31K- 5.69% |
$780K - $785K
|
515K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-32K- 4.42% |
$803K - $808K
|
691K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-33.9K- 3.64% |
$852K - $858K
|
899K
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-37.4K- 54.28% |
$939K - $945K
|
31.5K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-39.4K- 6.51% |
$991K - $997K
|
566K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-59.3K- 80.73% |
$1.49M - $1.5M
|
14.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-59.7K- 77.79% |
$1.5M - $1.51M
|
17K
$0
|