Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13MNew |
$81.3M - $81.6M
|
3.13M
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84M+ 29.49% |
$47.8M - $48M
|
8.09M
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
439KNew |
$11.4M - $11.4M
|
439K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
282K+ 10.78% |
$7.31M - $7.34M
|
2.89M
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
261K+ 1812.25% |
$6.79M - $6.81M
|
276K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186K+ 5.07% |
$4.84M - $4.86M
|
3.86M
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
109K+ 7.1% |
$2.82M - $2.83M
|
1.64M
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
108KNew |
$2.81M - $2.82M
|
108K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 8.23% |
$2.8M - $2.81M
|
1.42M
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 8.97% |
$2.72M - $2.73M
|
1.27M
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
72.5K+ 248.95% |
$1.88M - $1.89M
|
102K
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
65.3K+ 3746.04% |
$1.7M - $1.7M
|
67.1K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
62.5K+ 7.35% |
$1.62M - $1.63M
|
913K
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
56.5K+ 10.87% |
$1.47M - $1.47M
|
576K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.9KNew |
$1.45M - $1.46M
|
55.9K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
49.7KNew |
$1.29M - $1.29M
|
49.7K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
49.2K+ 19.26% |
$1.28M - $1.28M
|
305K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.5K+ 5.18% |
$1.1M - $1.11M
|
862K
$0
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
42.3KNew |
$1.1M - $1.1M
|
42.3K
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.3K+ 13.69% |
$1.07M - $1.08M
|
343K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
36.4K+ 2.56% |
$947K - $950K
|
1.46M
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$909K - $912K
|
35K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
33.2K+ 12.47% |
$862K - $865K
|
299K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31.8K+ 9.07% |
$827K - $830K
|
383K
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
31.7K+ 15.99% |
$823K - $826K
|
230K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.3K+ 7.7% |
$813K - $816K
|
438K
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
30.4K+ 10.28% |
$790K - $792K
|
326K
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.1K+ 11.33% |
$757K - $759K
|
286K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
27.5K+ 13.68% |
$715K - $717K
|
229K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.4K+ 3.36% |
$634K - $636K
|
751K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
23.3K+ 6.5% |
$606K - $608K
|
382K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
22.4K+ 9.71% |
$581K - $583K
|
253K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.4K+ 2.44% |
$556K - $558K
|
900K
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.7K+ 3.88% |
$537K - $539K
|
554K
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
18.7K+ 54.81% |
$487K - $488K
|
52.9K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
18K+ 6.62% |
$469K - $470K
|
291K
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
17.8K+ 1.83% |
$461K - $463K
|
991K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.9K+ 8.99% |
$438K - $440K
|
204K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16.6K+ 25.31% |
$431K - $432K
|
82.2K
$0
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14.8KNew |
$384K - $385K
|
14.8K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12K+ 33.74% |
$312K - $313K
|
47.6K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.8K+ 6.83% |
$307K - $308K
|
185K
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Strid Group, LLC
|
BUY
|
- |
11.6K+ 5.21% |
$303K - $304K
|
235K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.7KNew |
$278K - $279K
|
10.7K
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
10.6KNew |
$276K - $277K
|
10.6K
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.4K+ 6.86% |
$271K - $272K
|
162K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
8.48KNew |
$220K - $221K
|
8.48K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
7.79K+ 50.46% |
$202K - $203K
|
23.2K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.75K+ 36.49% |
$201K - $202K
|
29K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
7.14K+ 1.34% |
$186K - $186K
|
540K
$0
|