Purchases and Sales Made in Q3 2023 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 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
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
116+ 0.35% |
$2.92K - $2.94K
|
33.1K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
84+ 0.6% |
$2.12K - $2.13K
|
14.1K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
68+ 0.15% |
$1.71K - $1.72K
|
43.9K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.18% |
$1.66K - $1.67K
|
36.2K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
43+ 0.13% |
$1.08K - $1.09K
|
33.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
32+ 0.07% |
$807 - $812
|
44.7K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
30+ 4.44% |
$756 - $761
|
706
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
23+ 0.26% |
$580 - $583
|
8.89K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
22+ 1.03% |
$555 - $558
|
2.15K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.57% |
$429 - $431
|
3.01K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
7+ 0.02% |
$176 - $178
|
44.4K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2+ 0.01% |
$50.4 - $50.7
|
14.2K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.56% |
$50.4 - $50.7
|
130
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.03% |
$50.4 - $50.7
|
7.96K
$0
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-78- 0.35% |
$1.97K - $1.98K
|
22.5K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 1.13% |
$2.42K - $2.43K
|
8.42K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-112- 9.23% |
$2.82K - $2.84K
|
1.1K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-131- 0.4% |
$3.3K - $3.32K
|
32.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-150- 0.03% |
$3.78K - $3.8K
|
436K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 0.31% |
$4.26K - $4.29K
|
54.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-180- 1.77% |
$4.54K - $4.56K
|
10K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-186- 0.11% |
$4.69K - $4.72K
|
162K
$0
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-200- 0.59% |
$5.04K - $5.07K
|
33.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-200- 1.72% |
$5.04K - $5.07K
|
11.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-200- 0.66% |
$5.04K - $5.07K
|
30K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-305- 2.17% |
$7.69K - $7.73K
|
13.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-411- 4.76% |
$10.4K - $10.4K
|
8.23K
$0
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-444- 9.17% |
$11.2K - $11.3K
|
4.4K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-444- 9.17% |
$11.2K - $11.3K
|
4.4K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 25.0% |
$12.6K - $12.7K
|
1.5K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-535- 1.41% |
$13.5K - $13.6K
|
37.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-580- 5.17% |
$14.6K - $14.7K
|
10.6K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-580- 0.5% |
$14.6K - $14.7K
|
115K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-635- 1.6% |
$16K - $16.1K
|
39.1K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-654- 1.72% |
$16.5K - $16.6K
|
37.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-666- 1.6% |
$16.8K - $16.9K
|
41K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-766- 4.53% |
$19.3K - $19.4K
|
16.1K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-836- 3.15% |
$21.1K - $21.2K
|
25.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-907- 2.26% |
$22.9K - $23K
|
39.2K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-951- 4.58% |
$24K - $24.1K
|
19.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-977- 32.17% |
$24.6K - $24.8K
|
2.06K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1K- 4.62% |
$25.2K - $25.4K
|
20.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 0.7% |
$25.2K - $25.4K
|
142K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.06K- 1.32% |
$26.6K - $26.8K
|
78.6K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.07K- 0.92% |
$27.1K - $27.2K
|
116K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.12K- 10.85% |
$28.3K - $28.5K
|
9.22K
$0
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.13K- 5.51% |
$28.6K - $28.7K
|
19.4K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 7.61% |
$30.3K - $30.4K
|
14.6K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.22K- 5.58% |
$30.8K - $30.9K
|
20.6K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.25K- 4.73% |
$31.5K - $31.7K
|
25.2K
$0
|