Purchases and Sales Made in Q3 2023 in Ishares Ibonds Dec 2023 Term C (IBDO)

IBDO Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2023 Term C (IBDO) during Q3 2023. 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 03, 2023 Q3 2023
Summitry LLC

Foster City, CA
BUY
 -
498K
+ 68.44%
$12.6M - $12.6M
1.23M $0
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
375K
+ 20113.72%
$9.46M - $9.52M
377K $0
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
252K
+ 14.18%
$6.35M - $6.39M
2.03M $0
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
222K
+ 429.4%
$5.59M - $5.63M
274K $0
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
152K
+ 66.94%
$3.83M - $3.85M
379K $0
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
77.2K
New
$1.95M - $1.96M
77.2K $0
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
71.9K
+ 55.42%
$1.81M - $1.82M
202K $0
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
67.7K
+ 111.45%
$1.71M - $1.72M
128K $0
Nov 09, 2023 Q3 2023
Arrow Financial Corp

BUY
 -
66.3K
+ 18.03%
$1.67M - $1.68M
434K $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
62.8K
+ 37.48%
$1.58M - $1.59M
230K $0
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
51.4K
+ 30.11%
$1.3M - $1.3M
222K $0
Nov 09, 2023 Q3 2023
Kesler, Norman & Wride, LLC

BUY
 -
46.6K
+ 48.25%
$1.17M - $1.18M
143K $0
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
46.1K
+ 18.37%
$1.16M - $1.17M
297K $0
Oct 18, 2023 Q3 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
35.5K
+ 8.61%
$894K - $899K
447K $0
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
33.8K
New
$852K - $857K
33.8K $0
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
33.8K
New
$852K - $857K
33.8K $0
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
33.2K
+ 38.27%
$836K - $841K
120K $0
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
26.4K
+ 36.5%
$665K - $669K
98.6K $0
Nov 08, 2023 Q3 2023
Amg National Trust Bank

BUY
 -
23.7K
+ 72.46%
$599K - $602K
56.5K $0
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
22.2K
+ 176.45%
$558K - $562K
34.7K $0
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
19.9K
New
$503K - $506K
19.9K $0
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
19.7K
New
$498K - $501K
19.7K $0
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
19.6K
+ 123.22%
$495K - $498K
35.5K $0
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
19.1K
+ 7.08%
$481K - $484K
289K $0
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
19K
+ 1.88%
$478K - $481K
1.03M $0
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
18.2K
+ 21.19%
$459K - $462K
104K $0
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
17.6K
New
$445K - $447K
17.6K $0
Oct 26, 2023 Q3 2023
Keeler T Homas Management LLC

BUY
 -
17.3K
+ 4.16%
$435K - $438K
433K $0
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
15.7K
+ 2.06%
$395K - $398K
777K $0
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
15.4K
New
$388K - $391K
15.4K $0
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
14.6K
+ 24.79%
$368K - $370K
73.5K $0
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
14K
New
$352K - $354K
14K $0
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
13.9K
+ 9.22%
$351K - $353K
165K $0
Nov 13, 2023 Q3 2023
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
12.6K
+ 3.73%
$318K - $320K
351K $0
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
12.3K
+ 3.59%
$310K - $312K
355K $0
Nov 02, 2023 Q3 2023
Kcs Wealth Advisory

BUY
 -
11.9K
+ 55.11%
$300K - $301K
33.5K $0
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
11K
New
$277K - $278K
11K $0
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
10.4K
New
$261K - $262K
10.4K $0
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
9.92K
New
$250K - $251K
9.92K $0
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
9.65K
New
$243K - $245K
9.65K $0
Nov 13, 2023 Q3 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
9.55K
New
$241K - $242K
9.55K $0
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
9.3K
New
$234K - $236K
9.3K $0
Nov 07, 2023 Q3 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
9.16K
+ 1.53%
$231K - $232K
609K $0
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
8.93K
+ 9.69%
$225K - $226K
101K $0
Nov 13, 2023 Q3 2023
Seldon Capital LP

San Francisco, CA
BUY
 -
8.47K
New
$213K - $215K
8.47K $0
Nov 01, 2023 Q3 2023
Reliant Wealth Planning

BUY
 -
8.46K
+ 3.49%
$213K - $215K
251K $0
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
8.45K
+ 32.74%
$213K - $214K
34.2K $0
Nov 13, 2023 Q3 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
8.4K
New
$212K - $213K
8.4K $0
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.37K
+ 4.13%
$211K - $212K
211K $0

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