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 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
6.81K+ 10.98% |
$177K - $177K
|
68.8K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.8K+ 23.25% |
$177K - $177K
|
36K
$0
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
6.63K+ 34.92% |
$172K - $173K
|
25.6K
$0
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.13K+ 1.55% |
$159K - $160K
|
401K
$0
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
5.66K+ 2.5% |
$147K - $147K
|
232K
$0
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.53K+ 7.92% |
$144K - $144K
|
75.4K
$0
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
BUY
|
- |
5.47K+ 16.23% |
$142K - $142K
|
39.1K
$0
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.86K+ 3.33% |
$126K - $127K
|
151K
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.84K+ 2.17% |
$126K - $126K
|
228K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.79K+ 6.91% |
$124K - $125K
|
74K
$0
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.41K+ 15.01% |
$114K - $115K
|
33.7K
$0
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
4.23K+ 1.36% |
$110K - $110K
|
316K
$0
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.13K+ 22.94% |
$107K - $107K
|
22.1K
$0
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.1K+ 7.23% |
$106K - $107K
|
60.8K
$0
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
4K+ 9.4% |
$104K - $104K
|
46.6K
$0
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.97K+ 57.88% |
$103K - $103K
|
10.8K
$0
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.05K+ 5.49% |
$79.3K - $79.5K
|
58.6K
$0
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.92K+ 3.05% |
$75.9K - $76.1K
|
98.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.9K+ 258.56% |
$75.4K - $75.6K
|
4.02K
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.74K+ 6.09% |
$71.1K - $71.3K
|
47.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.15K+ 12.03% |
$55.9K - $56.1K
|
20K
$0
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.75KNew |
$45.5K - $45.7K
|
1.75K
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 0.99% |
$45.5K - $45.7K
|
178K
$0
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.64K+ 12.63% |
$42.5K - $42.6K
|
14.6K
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.63K+ 1625.0% |
$42.2K - $42.3K
|
1.73K
$0
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.6K+ 13.36% |
$41.6K - $41.7K
|
13.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.6K+ 1.78% |
$41.5K - $41.6K
|
91.1K
$0
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.6K+ 0.97% |
$41.4K - $41.6K
|
166K
$0
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.52K+ 4.58% |
$39.6K - $39.7K
|
34.8K
$0
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
1.34K+ 1.11% |
$34.7K - $34.8K
|
122K
$0
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.26K+ 1.51% |
$32.6K - $32.7K
|
84.3K
$0
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
1.17KNew |
$30.4K - $30.5K
|
1.17K
$0
|
|
Oct 14, 2021
Q3 2021
|
Atwater Malick LLC
|
BUY
|
- |
1.15K+ 11.4% |
$30K - $30.1K
|
11.3K
$0
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
BUY
|
- |
1.07K+ 2.72% |
$27.8K - $27.9K
|
40.4K
$0
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.01K+ 8.9% |
$26.2K - $26.3K
|
12.4K
$0
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 67.2% |
$26K - $26.1K
|
2.49K
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
844+ 6.33% |
$21.9K - $22K
|
14.2K
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
821New |
$21.3K - $21.4K
|
821
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
668+ 8.34% |
$17.4K - $17.4K
|
8.67K
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
629New |
$16.3K - $16.4K
|
629
$0
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
600+ 3.61% |
$15.6K - $15.6K
|
17.2K
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
585New |
$15.2K - $15.2K
|
585
$0
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
576+ 5.93% |
$15K - $15K
|
10.3K
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
433+ 0.95% |
$11.2K - $11.3K
|
45.8K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
394+ 1.09% |
$10.2K - $10.3K
|
36.7K
$0
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
314New |
$8.16K - $8.18K
|
314
$0
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
300+ 50.0% |
$7.79K - $7.82K
|
900
$0
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
300+ 1.43% |
$7.79K - $7.82K
|
21.3K
$0
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
288+ 0.38% |
$7.48K - $7.51K
|
75.8K
$0
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
240+ 2.6% |
$6.24K - $6.25K
|
9.48K
$0
|