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 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
8.04K
New
$203K - $204K
8.04K $0
Oct 26, 2023 Q3 2023
Hills Bank & Trust CO

BUY
 -
7.92K
New
$200K - $201K
7.92K $0
Nov 07, 2023 Q3 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
7.71K
New
$194K - $196K
7.71K $0
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
7.21K
+ 10.89%
$182K - $183K
73.4K $0
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
7.11K
+ 2.54%
$179K - $180K
287K $0
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
6.68K
+ 1.28%
$168K - $169K
527K $0
Nov 03, 2023 Q3 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
6.38K
+ 4.97%
$161K - $162K
135K $0
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
6.36K
+ 13.86%
$160K - $161K
52.2K $0
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
6.06K
New
$153K - $154K
6.06K $0
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
4.89K
+ 4.47%
$123K - $124K
114K $0
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4.5K
+ 19.16%
$113K - $114K
28K $0
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
3.92K
+ 13.49%
$98.9K - $99.5K
33K $0
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
3.68K
+ 12.9%
$92.8K - $93.4K
32.2K $0
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
2.79K
+ 3.06%
$70.4K - $70.8K
93.9K $0
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
2.6K
+ 6.61%
$65.5K - $65.9K
41.9K $0
Oct 10, 2023 Q3 2023
Strid Group, LLC

BUY
 -
2.58K
+ 0.79%
$64.9K - $65.3K
327K $0
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2.48K
+ 23.04%
$62.6K - $63K
13.3K $0
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
2.47K
New
$62.3K - $62.7K
2.47K $0
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.35K
+ 22.92%
$59.2K - $59.5K
12.6K $0
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.29K
+ 4.29%
$57.8K - $58.1K
55.7K $0
Nov 08, 2023 Q3 2023
Spinnaker Trust

BUY
 -
2.18K
+ 17.93%
$54.9K - $55.2K
14.3K $0
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
2.04K
+ 9.47%
$51.4K - $51.7K
23.6K $0
Nov 13, 2023 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
1.74K
+ 3.12%
$43.9K - $44.1K
57.5K $0
Nov 13, 2024 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
1.74K
+ 3.12%
$43.9K - $44.1K
57.5K $0
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
1.7K
+ 2.97%
$42.8K - $43.1K
58.9K $0
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
1.56K
+ 15.93%
$39.3K - $39.5K
11.3K $0
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.52K
+ 8.3%
$38.4K - $38.6K
19.9K $0
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
1.46K
+ 23.84%
$36.8K - $37K
7.59K $0
Nov 08, 2023 Q3 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
1.31K
+ 3.63%
$32.9K - $33.1K
37.3K $0
Oct 27, 2023 Q3 2023
Financial Futures LTD Liability Co.

BUY
 -
1.23K
+ 2.17%
$30.9K - $31.1K
57.6K $0
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.09K
+ 4.45%
$27.4K - $27.5K
25.5K $0
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
635
New
$16K - $16.1K
635 $0
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
564
+ 0.94%
$14.2K - $14.3K
60.3K $0
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
564
+ 0.08%
$14.2K - $14.3K
698K $0
Oct 19, 2023 Q3 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
477
+ 1.06%
$12K - $12.1K
45.4K $0
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
418
New
$10.5K - $10.6K
418 $0
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
407
+ 1.5%
$10.3K - $10.3K
27.6K $0
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
400
New
$10.1K - $10.1K
400 $0
Oct 11, 2023 Q3 2023
Consilio Wealth Advisors, LLC

BUY
 -
360
+ 1.06%
$9.08K - $9.13K
34.2K $0
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
311
New
$7.84K - $7.89K
311 $0
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
263
+ 751.43%
$6.63K - $6.67K
298 $0
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
259
+ 0.23%
$6.53K - $6.57K
111K $0
Nov 14, 2023 Q3 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
253
+ 0.57%
$6.38K - $6.42K
44.3K $0
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
240
+ 8.81%
$6.05K - $6.09K
2.97K $0
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
219
+ 1.07%
$5.52K - $5.55K
20.8K $0
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
175
+ 1.02%
$4.41K - $4.44K
17.4K $0
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
170
+ 0.08%
$4.29K - $4.31K
220K $0
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
169
+ 0.57%
$4.26K - $4.29K
29.9K $0
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
124
+ 0.06%
$3.13K - $3.14K
205K $0

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