Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.24M+ 40.68% |
$30.9M - $31.1M
|
4.28M
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.05M+ 71.47% |
$26.3M - $26.4M
|
2.52M
$0
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
969K+ 2724.73% |
$24.2M - $24.4M
|
1M
$0
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
896K+ 146.69% |
$22.4M - $22.5M
|
1.51M
$0
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
770K+ 13.16% |
$19.2M - $19.4M
|
6.62M
$0
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
728K+ 434.02% |
$18.2M - $18.3M
|
896K
$0
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
714KNew |
$17.8M - $18M
|
714K
$0
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
643K+ 433.67% |
$16.1M - $16.2M
|
791K
$0
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
300K+ 59.48% |
$7.48M - $7.53M
|
803K
$0
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
193K+ 34.15% |
$4.81M - $4.84M
|
757K
$0
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
184KNew |
$4.59M - $4.62M
|
184K
$0
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
182K+ 39.2% |
$4.55M - $4.58M
|
647K
$0
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
181K+ 51.77% |
$4.51M - $4.54M
|
530K
$0
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
162K+ 471.36% |
$4.05M - $4.08M
|
197K
$0
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
160KNew |
$4M - $4.03M
|
160K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
132K+ 52.74% |
$3.29M - $3.31M
|
381K
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
127K+ 54.4% |
$3.17M - $3.19M
|
361K
$0
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95.8K+ 120.38% |
$2.39M - $2.41M
|
175K
$0
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
94.3KNew |
$2.35M - $2.37M
|
94.3K
$0
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
93.3K+ 242.09% |
$2.33M - $2.35M
|
132K
$0
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89.8K+ 20.89% |
$2.24M - $2.26M
|
520K
$0
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86.3K+ 15.74% |
$2.15M - $2.17M
|
634K
$0
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
81.3K+ 75.97% |
$2.03M - $2.04M
|
188K
$0
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
66.9K+ 13.89% |
$1.67M - $1.68M
|
549K
$0
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
62.1K+ 27.16% |
$1.55M - $1.56M
|
291K
$0
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
61.8K+ 334.13% |
$1.54M - $1.55M
|
80.3K
$0
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
59.9KNew |
$1.49M - $1.51M
|
59.9K
$0
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.8K+ 96.7% |
$1.49M - $1.5M
|
122K
$0
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.5K+ 7.49% |
$1.36M - $1.37M
|
782K
$0
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
50.7K+ 14.85% |
$1.27M - $1.27M
|
392K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46.5K+ 79.36% |
$1.16M - $1.17M
|
105K
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
44.9KNew |
$1.12M - $1.13M
|
44.9K
$0
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
44.1K+ 12.95% |
$1.1M - $1.11M
|
384K
$0
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42.7K+ 17.24% |
$1.07M - $1.07M
|
291K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.2K+ 104.12% |
$1.03M - $1.04M
|
80.8K
$0
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40K+ 33.77% |
$999K - $1.01M
|
158K
$0
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
37.9K+ 286.63% |
$946K - $952K
|
51.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.3KNew |
$881K - $887K
|
35.3K
$0
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
32.4K+ 12.99% |
$809K - $815K
|
282K
$0
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32KNew |
$800K - $805K
|
32K
$0
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.2K+ 117.83% |
$780K - $785K
|
57.7K
$0
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
29.3KNew |
$732K - $737K
|
29.3K
$0
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
BUY
|
- |
24.4KNew |
$609K - $613K
|
24.4K
$0
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
24.3KNew |
$608K - $612K
|
24.3K
$0
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
23.5KNew |
$588K - $592K
|
23.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
22.2KNew |
$554K - $558K
|
22.2K
$0
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.8K+ 121.17% |
$518K - $522K
|
37.9K
$0
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
20.5K+ 13.47% |
$512K - $515K
|
173K
$0
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
20KNew |
$499K - $503K
|
20K
$0
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
19.9KNew |
$498K - $501K
|
19.9K
$0
|