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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
19.7K+ 23.67% |
$492K - $495K
|
103K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 1.3% |
$492K - $495K
|
1.54M
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
19K+ 30.68% |
$475K - $478K
|
81K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 1.25% |
$462K - $465K
|
1.49M
$0
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
18.4K+ 60.94% |
$459K - $462K
|
48.5K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17K+ 2.4% |
$425K - $427K
|
725K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.8K+ 7.55% |
$419K - $422K
|
239K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
15.4K+ 6.41% |
$384K - $386K
|
255K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$352K - $354K
|
14.1K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13.7K+ 4.07% |
$343K - $345K
|
351K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$339K - $341K
|
13.6K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
13.5K+ 3.85% |
$337K - $340K
|
364K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.9KNew |
$322K - $324K
|
12.9K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10.8K+ 1.03% |
$270K - $272K
|
1.06M
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.7K+ 34.1% |
$266K - $268K
|
41.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.98KNew |
$249K - $251K
|
9.98K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.64K+ 9.24% |
$241K - $242K
|
114K
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9.02K+ 4.26% |
$225K - $227K
|
221K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.76KNew |
$219K - $220K
|
8.76K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
8.69K+ 34.14% |
$217K - $218K
|
34.1K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.97K+ 10.71% |
$199K - $200K
|
82.4K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
7.08K+ 1.8% |
$177K - $178K
|
400K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.05K+ 65.96% |
$176K - $177K
|
17.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7.03K+ 71.04% |
$176K - $177K
|
16.9K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
7K+ 0.37% |
$175K - $176K
|
1.92M
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
6.96K+ 2.84% |
$174K - $175K
|
252K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.76K+ 27.39% |
$169K - $170K
|
31.4K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
6.49KNew |
$162K - $163K
|
6.49K
$0
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6.3K+ 36.04% |
$157K - $158K
|
23.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
6.16K+ 8.12% |
$154K - $155K
|
82K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.07K+ 6.5% |
$151K - $152K
|
99.4K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.87K+ 3.69% |
$146K - $147K
|
165K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.45K+ 34.87% |
$136K - $137K
|
21.1K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 1.81% |
$136K - $137K
|
306K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.08K+ 3.27% |
$127K - $128K
|
161K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.03K+ 32.37% |
$126K - $126K
|
20.6K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.8K+ 23.94% |
$120K - $121K
|
24.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.79K+ 9.82% |
$119K - $120K
|
53.5K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.48K+ 3.68% |
$112K - $113K
|
126K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.74K+ 0.66% |
$93.3K - $93.9K
|
573K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.42K+ 1.71% |
$85.4K - $86K
|
203K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.11K+ 2.74% |
$77.7K - $78.2K
|
116K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.01K+ 34.82% |
$75K - $75.5K
|
11.6K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.97K+ 11.69% |
$74.3K - $74.8K
|
28.4K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.86K+ 45.23% |
$71.5K - $72K
|
9.2K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.83K+ 2.13% |
$70.6K - $71.1K
|
135K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.66K+ 35.01% |
$66.3K - $66.8K
|
10.2K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.65K+ 4.42% |
$66.1K - $66.6K
|
62.6K
$0
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 9.65% |
$60K - $60.4K
|
27.3K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 1.29% |
$53.2K - $53.6K
|
167K
$0
|