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 |
---|---|---|---|---|---|---|---|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
175+ 1.88% |
$4.55K - $4.56K
|
9.48K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
166New |
$4.31K - $4.33K
|
166
$0
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
165+ 0.36% |
$4.29K - $4.3K
|
46.6K
$0
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
132New |
$3.43K - $3.44K
|
132
$0
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
106+ 0.09% |
$2.75K - $2.76K
|
124K
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
92+ 836.36% |
$2.39K - $2.4K
|
103
$0
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
50+ 0.03% |
$1.3K - $1.3K
|
187K
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44+ 0.44% |
$1.14K - $1.15K
|
10.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
43+ 0.43% |
$1.12K - $1.12K
|
10K
$0
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35New |
$909 - $912
|
35
$0
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
33+ 0.06% |
$857 - $860
|
59.9K
$0
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
27+ 0.44% |
$701 - $704
|
6.2K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17+ 0.15% |
$442 - $443
|
11.5K
$0
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
10+ 0.06% |
$260 - $261
|
17.1K
$0
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.44% |
$234 - $235
|
2.05K
$0
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7+ 0.09% |
$182 - $182
|
7.9K
$0
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$26 - $26.1
|
1
$0
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.1% |
$26 - $26.1
|
1.04K
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-25- 1.29% |
$650 - $652
|
1.91K
$0
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-34Closed |
$883 - $886
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-42- 1.37% |
$1.09K - $1.09K
|
3.03K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-92- 89.32% |
$2.39K - $2.4K
|
11
$0
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-99Closed |
$2.57K - $2.58K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-130- 18.92% |
$3.38K - $3.39K
|
557
$0
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-170- 1.31% |
$4.42K - $4.43K
|
12.8K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-245- 0.1% |
$6.37K - $6.38K
|
254K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-331- 2.44% |
$8.6K - $8.63K
|
13.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-343- 0.04% |
$8.91K - $8.94K
|
799K
$0
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-353- 0.1% |
$9.17K - $9.2K
|
366K
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-362Closed |
$9.4K - $9.43K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-388- 1.49% |
$10.1K - $10.1K
|
25.7K
$0
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-416- 1.77% |
$10.8K - $10.8K
|
23.1K
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-512- 0.29% |
$13.3K - $13.3K
|
175K
$0
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-628- 0.62% |
$16.3K - $16.4K
|
100K
$0
|
|
Oct 07, 2021
Q3 2021
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-810- 0.83% |
$21K - $21.1K
|
97K
$0
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-838- 2.83% |
$21.8K - $21.8K
|
28.7K
$0
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.1K- 6.25% |
$28.6K - $28.7K
|
16.5K
$0
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.12KClosed |
$29K - $29.1K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 11.14% |
$31.8K - $31.9K
|
9.76K
$0
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.42K- 1.36% |
$37K - $37.1K
|
103K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.75KClosed |
$45.5K - $45.6K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-1.77K- 2.32% |
$45.9K - $46K
|
74.3K
$0
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.8K- 1.31% |
$46.7K - $46.8K
|
136K
$0
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.84K- 3.93% |
$47.8K - $48K
|
45K
$0
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.1KClosed |
$54.5K - $54.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.22K- 1.11% |
$57.8K - $58K
|
198K
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.38K- 9.63% |
$61.8K - $62K
|
22.3K
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-2.64K- 1.45% |
$68.7K - $68.9K
|
180K
$0
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.21K- 14.97% |
$83.5K - $83.7K
|
18.3K
$0
|