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
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.25K- 9.99% |
$31.6K - $31.8K
|
11.3K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.39K- 0.29% |
$35.1K - $35.3K
|
475K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.66K- 8.25% |
$41.8K - $42.1K
|
18.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.69K- 7.04% |
$42.6K - $42.9K
|
22.3K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.75K- 7.12% |
$44K - $44.3K
|
22.8K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.77K- 6.47% |
$44.5K - $44.8K
|
25.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.78K- 10.56% |
$44.9K - $45.2K
|
15.1K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.8K- 8.78% |
$45.4K - $45.6K
|
18.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.83K- 5.4% |
$46.2K - $46.5K
|
32.1K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.89K- 2.88% |
$47.6K - $47.9K
|
63.6K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.9K- 6.39% |
$47.9K - $48.2K
|
27.9K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.98K- 14.87% |
$50K - $50.3K
|
11.4K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.06K- 2.11% |
$51.9K - $52.2K
|
95.7K
$0
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.12K- 6.88% |
$53.4K - $53.7K
|
28.7K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.12K- 6.88% |
$53.4K - $53.7K
|
28.7K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.18K- 10.47% |
$54.9K - $55.3K
|
18.6K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.34K- 2.36% |
$58.9K - $59.3K
|
96.6K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.47K- 0.76% |
$62.3K - $62.7K
|
321K
$0
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-2.64K- 2.98% |
$66.5K - $66.8K
|
85.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.77K- 33.59% |
$69.8K - $70.2K
|
5.48K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.8K- 7.25% |
$70.5K - $71K
|
35.8K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.02K- 25.66% |
$76.2K - $76.6K
|
8.76K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.05K- 3.97% |
$76.8K - $77.3K
|
73.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.42K- 13.78% |
$86.3K - $86.8K
|
21.4K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-3.49K- 8.26% |
$88K - $88.5K
|
38.8K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.14K- 1.63% |
$104K - $105K
|
249K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.16K- 0.9% |
$105K - $106K
|
459K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.2K- 0.62% |
$106K - $107K
|
678K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.31K- 1.19% |
$109K - $109K
|
356K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.36K- 1.41% |
$110K - $110K
|
306K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.46K- 8.69% |
$112K - $113K
|
46.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.75K- 11.26% |
$120K - $121K
|
37.4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.89K- 9.34% |
$123K - $124K
|
47.5K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.98K- 1.66% |
$125K - $126K
|
295K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.08K- 4.2% |
$128K - $129K
|
116K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-5.39K- 5.28% |
$136K - $137K
|
96.7K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.4K- 13.69% |
$136K - $137K
|
34.1K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.39K- 7.59% |
$161K - $162K
|
77.7K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.51K- 13.44% |
$164K - $165K
|
41.9K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.53K- 2.72% |
$165K - $166K
|
234K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.9K- 11.88% |
$174K - $175K
|
51.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.18K- 0.63% |
$181K - $182K
|
1.14M
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.25K- 22.57% |
$183K - $184K
|
24.9K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-7.27K- 2.98% |
$183K - $184K
|
237K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-7.77K- 80.51% |
$196K - $197K
|
1.88K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.01K- 3.77% |
$202K - $203K
|
204K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8.03K- 25.68% |
$202K - $204K
|
23.2K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-8.6K- 17.02% |
$217K - $218K
|
41.9K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.23K- 3.72% |
$233K - $234K
|
239K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-9.41K- 98.11% |
$237K - $239K
|
181
$0
|