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 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 2.3% |
$265K - $266K
|
446K
$0
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 6.95% |
$270K - $272K
|
144K
$0
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.4K- 7.26% |
$288K - $290K
|
146K
$0
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-11.6K- 48.28% |
$292K - $294K
|
12.4K
$0
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-11.7K- 4.31% |
$296K - $297K
|
260K
$0
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-12K- 9.9% |
$302K - $303K
|
109K
$0
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-12K- 46.2% |
$303K - $304K
|
14K
$0
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12.2K- 87.54% |
$309K - $311K
|
1.74K
$0
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12.4K- 1.39% |
$314K - $316K
|
881K
$0
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.5KClosed |
$316K - $318K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13.4K- 14.25% |
$339K - $341K
|
80.8K
$0
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.7K- 12.48% |
$371K - $374K
|
103K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7K- 6.09% |
$395K - $397K
|
242K
$0
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-16.7K- 11.6% |
$421K - $424K
|
127K
$0
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 69.97% |
$484K - $487K
|
8.24K
$0
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-22.4K- 3.95% |
$564K - $567K
|
544K
$0
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.8K- 32.04% |
$599K - $602K
|
50.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-24.2K- 25.62% |
$610K - $613K
|
70.2K
$0
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-27.6K- 3.07% |
$695K - $699K
|
871K
$0
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-28.9K- 5.48% |
$729K - $733K
|
499K
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-32.2K- 7.7% |
$813K - $817K
|
386K
$0
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-33K- 26.36% |
$833K - $838K
|
92.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-34.8K- 6.2% |
$877K - $882K
|
526K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35K- 5.24% |
$883K - $889K
|
633K
$0
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-36.6K- 7.62% |
$924K - $929K
|
444K
$0
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.1K- 9.88% |
$1.04M - $1.04M
|
375K
$0
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-43.3K- 8.14% |
$1.09M - $1.1M
|
488K
$0
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-43.3K- 6.78% |
$1.09M - $1.1M
|
596K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.3K- 4.58% |
$1.34M - $1.35M
|
1.11M
$0
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-59K- 63.47% |
$1.49M - $1.5M
|
34K
$0
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-66.1K- 46.26% |
$1.67M - $1.68M
|
76.8K
$0
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70.7K- 55.94% |
$1.78M - $1.79M
|
55.7K
$0
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73K- 23.86% |
$1.84M - $1.85M
|
233K
$0
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-77K- 59.21% |
$1.94M - $1.95M
|
53K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-100K- 55.72% |
$2.53M - $2.55M
|
79.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 26.81% |
$2.98M - $2.99M
|
322K
$0
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-121K- 23.52% |
$3.05M - $3.07M
|
394K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-127K- 67.94% |
$3.2M - $3.22M
|
59.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-139K- 32.54% |
$3.5M - $3.52M
|
288K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-172K- 11.47% |
$4.35M - $4.37M
|
1.33M
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-180K- 19.73% |
$4.55M - $4.57M
|
734K
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-195K- 82.44% |
$4.91M - $4.94M
|
41.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-208K- 28.38% |
$5.23M - $5.26M
|
524K
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-235K- 8.64% |
$5.93M - $5.97M
|
2.49M
$0
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-279K- 15.75% |
$7.03M - $7.08M
|
1.49M
$0
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-313K- 48.38% |
$7.9M - $7.94M
|
334K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-340K- 17.2% |
$8.57M - $8.62M
|
1.64M
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-410K- 81.5% |
$10.3M - $10.4M
|
93K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-480K- 22.99% |
$12.1M - $12.2M
|
1.61M
$0
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-485K- 28.66% |
$12.2M - $12.3M
|
1.21M
$0
|