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 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-59.8K- 3.83% |
$1.5M - $1.51M
|
1.5M
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-60.5K- 8.65% |
$1.52M - $1.53M
|
639K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-74.6K- 65.9% |
$1.88M - $1.89M
|
38.6K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-75.3K- 34.51% |
$1.89M - $1.91M
|
143K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-77.5K- 34.99% |
$1.95M - $1.96M
|
144K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-83.6K- 11.12% |
$2.1M - $2.11M
|
668K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-92.7K- 44.23% |
$2.33M - $2.34M
|
117K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-123K- 18.76% |
$3.08M - $3.1M
|
531K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-126K- 29.59% |
$3.17M - $3.19M
|
300K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-174K- 29.49% |
$4.38M - $4.4M
|
416K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 6.66% |
$4.89M - $4.92M
|
2.73M
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-195K- 31.77% |
$4.9M - $4.93M
|
418K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-199K- 31.16% |
$5.01M - $5.04M
|
440K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-207K- 16.73% |
$5.2M - $5.24M
|
1.03M
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-251K- 12.42% |
$6.32M - $6.36M
|
1.77M
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-350K- 97.53% |
$8.79M - $8.85M
|
8.87K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-404K- 5.52% |
$10.2M - $10.2M
|
6.92M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-536K- 23.18% |
$13.5M - $13.6M
|
1.78M
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-690K- 24.83% |
$17.3M - $17.5M
|
2.09M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-717K- 89.6% |
$18M - $18.1M
|
83.2K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-822K- 83.07% |
$20.6M - $20.8M
|
167K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-866K- 77.08% |
$21.8M - $21.9M
|
257K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.42M- 58.81% |
$60.8M - $61.2M
|
1.69M
$0
|