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 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09KNew |
$52.2K - $52.6K
|
2.09K
$0
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.09KNew |
$52.1K - $52.5K
|
2.09K
$0
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2K+ 5714.29% |
$49.9K - $50.3K
|
2.04K
$0
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.96K+ 8.15% |
$48.8K - $49.1K
|
26K
$0
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.82K+ 4.62% |
$45.3K - $45.7K
|
41.2K
$0
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.81K+ 0.66% |
$45.2K - $45.5K
|
276K
$0
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.77K+ 1.47% |
$44.3K - $44.6K
|
122K
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76K+ 9.29% |
$44K - $44.3K
|
20.7K
$0
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76K+ 3.92% |
$43.8K - $44.1K
|
46.5K
$0
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.4KNew |
$35K - $35.2K
|
1.4K
$0
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1.21K+ 2.64% |
$30.3K - $30.5K
|
47.2K
$0
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.13K+ 1.23% |
$28.2K - $28.4K
|
93.1K
$0
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.13K+ 5.19% |
$28.1K - $28.3K
|
22.8K
$0
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.06K+ 4.77% |
$26.5K - $26.6K
|
23.3K
$0
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.05K+ 6.6% |
$26.2K - $26.3K
|
16.9K
$0
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
950New |
$23.7K - $23.9K
|
950
$0
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
930+ 2.94% |
$23.2K - $23.4K
|
32.5K
$0
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
900+ 30.15% |
$22.5K - $22.6K
|
3.89K
$0
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
888+ 4.77% |
$22.2K - $22.3K
|
19.5K
$0
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
800+ 4.24% |
$20K - $20.1K
|
19.7K
$0
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
771+ 0.12% |
$19.3K - $19.4K
|
619K
$0
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
754+ 2.68% |
$18.8K - $19K
|
28.9K
$0
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
715+ 4.4% |
$17.9K - $18K
|
17K
$0
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
453+ 0.26% |
$11.3K - $11.4K
|
172K
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
405New |
$10.1K - $10.2K
|
405
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
370+ 3.06% |
$9.24K - $9.3K
|
12.5K
$0
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
238+ 0.26% |
$5.94K - $5.98K
|
91K
$0
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223New |
$5.57K - $5.61K
|
223
$0
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
209+ 0.38% |
$5.22K - $5.25K
|
55.7K
$0
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
178New |
$4.44K - $4.47K
|
178
$0
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
151New |
$3.77K - $3.8K
|
151
$0
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.46% |
$3.77K - $3.8K
|
33.2K
$0
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
149+ 3.7% |
$3.72K - $3.75K
|
4.18K
$0
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
114New |
$2.85K - $2.87K
|
114
$0
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
51+ 0.44% |
$1.27K - $1.28K
|
11.6K
$0
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
51+ 0.07% |
$1.27K - $1.28K
|
75.2K
$0
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
40+ 0.22% |
$999 - $1.01K
|
18.4K
$0
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13+ 0.04% |
$325 - $327
|
32K
$0
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
11+ 0.06% |
$275 - $277
|
17.2K
$0
|
|
Nov 14, 2022
Q3 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
2+ 0.02% |
$49.9 - $50.3
|
10.6K
$0
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2New |
$49.9 - $50.3
|
2
$0
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2- -0.0% |
$49.9 - $50.3
|
43.6K
$0
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-27- 0.04% |
$674 - $679
|
60.8K
$0
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-39- 0.94% |
$974 - $980
|
4.13K
$0
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-81- 0.05% |
$2.02K - $2.04K
|
172K
$0
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-84- 0.52% |
$2.1K - $2.11K
|
16.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-128- 1.56% |
$3.2K - $3.22K
|
8.06K
$0
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-200- 1.97% |
$4.99K - $5.03K
|
9.98K
$0
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-256- 0.63% |
$6.39K - $6.44K
|
40.4K
$0
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-280- 0.24% |
$6.99K - $7.04K
|
117K
$0
|