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 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-304- 0.66% |
$7.59K - $7.64K
|
45.6K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-340- 0.91% |
$8.49K - $8.55K
|
36.9K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-446- 1.27% |
$11.1K - $11.2K
|
34.8K
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-549- 0.54% |
$13.7K - $13.8K
|
102K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-776- 0.31% |
$19.4K - $19.5K
|
247K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-793- 3.41% |
$19.8K - $19.9K
|
22.5K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-811- 0.1% |
$20.3K - $20.4K
|
822K
$0
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-818- 2.64% |
$20.4K - $20.6K
|
30.2K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-960- 1.02% |
$24K - $24.1K
|
93K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.2K- 3.92% |
$29.9K - $30.1K
|
29.3K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.2K- 8.46% |
$29.9K - $30.1K
|
13K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.22K- 8.89% |
$30.5K - $30.7K
|
12.5K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.39K- 0.48% |
$34.7K - $34.9K
|
291K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.66K- 11.57% |
$41.5K - $41.7K
|
12.7K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.73K- 13.4% |
$43.1K - $43.4K
|
11.1K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2K- 14.12% |
$49.9K - $50.3K
|
12.2K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-2.01K- 3.46% |
$50.2K - $50.6K
|
56.1K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.05K- 3.6% |
$51.1K - $51.4K
|
54.8K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-2.28K- 9.86% |
$56.9K - $57.2K
|
20.8K
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.3K- 0.52% |
$57.5K - $57.9K
|
442K
$0
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.33K- 6.46% |
$58.1K - $58.5K
|
33.7K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.5K- 7.04% |
$62.4K - $62.9K
|
33K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.65K- 37.67% |
$66.2K - $66.6K
|
4.39K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.83K- 5.14% |
$70.6K - $71.1K
|
52.2K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.9K- 20.52% |
$72.3K - $72.8K
|
11.2K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-2.93K- 2.47% |
$73.1K - $73.6K
|
115K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.15K- 65.61% |
$78.7K - $79.2K
|
1.65K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
SELL
|
- |
-3.26K- 22.91% |
$81.5K - $82.1K
|
11K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Strid Group, LLC
|
SELL
|
- |
-3.56K- 0.98% |
$88.8K - $89.4K
|
361K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-5.28K- 1.56% |
$132K - $133K
|
334K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.6K- 14.51% |
$140K - $141K
|
33K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.67K- 17.41% |
$142K - $143K
|
26.9K
$0
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.72K- 2.28% |
$143K - $144K
|
245K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.86K- 1.12% |
$146K - $147K
|
518K
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-6.16K- 9.95% |
$154K - $155K
|
55.8K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-6.49K- 6.54% |
$162K - $163K
|
92.8K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-7.11K- 29.64% |
$178K - $179K
|
16.9K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-7.21K- 31.47% |
$180K - $181K
|
15.7K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-7.24K- 56.26% |
$181K - $182K
|
5.63K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-7.8K- 18.99% |
$195K - $196K
|
33.3K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.84K- 8.43% |
$196K - $197K
|
85.1K
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.7K- 2.9% |
$292K - $294K
|
392K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12K- 1.13% |
$300K - $302K
|
1.06M
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-20.7K- 20.66% |
$517K - $520K
|
79.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-27K- 5.78% |
$673K - $678K
|
440K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-28.3K- 75.91% |
$705K - $710K
|
8.96K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-39.7K- 4.48% |
$992K - $999K
|
847K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-45.5K- 18.79% |
$1.14M - $1.14M
|
197K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-65.3K- 8.37% |
$1.63M - $1.64M
|
716K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-67.5K- 74.11% |
$1.68M - $1.7M
|
23.6K
$0
|