Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
816KNew |
$20.9M - $21.2M
|
816K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
295K+ 7.64% |
$7.58M - $7.67M
|
4.16M
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
275K+ 62.89% |
$7.07M - $7.15M
|
714K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
245K+ 81.99% |
$6.3M - $6.38M
|
545K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
233K+ 7.45% |
$5.99M - $6.06M
|
3.36M
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
213K+ 69.92% |
$5.47M - $5.53M
|
518K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
132K+ 4.56% |
$3.38M - $3.42M
|
3.03M
$0
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
114KNew |
$2.93M - $2.96M
|
114K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.3KNew |
$2.42M - $2.45M
|
94.3K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
88.7K+ 15.39% |
$2.28M - $2.3M
|
665K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
73.6KNew |
$1.89M - $1.91M
|
73.6K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
68K+ 19.83% |
$1.74M - $1.77M
|
411K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
65.4KNew |
$1.68M - $1.7M
|
65.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.7K+ 5.0% |
$1.63M - $1.65M
|
1.34M
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.8K+ 96.28% |
$1.38M - $1.4M
|
110K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.2K+ 24.04% |
$1.26M - $1.28M
|
254K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
47.2K+ 5.17% |
$1.21M - $1.23M
|
960K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.5K+ 16.43% |
$833K - $844K
|
230K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
29.9K+ 18.4% |
$767K - $776K
|
192K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
29.5K+ 12.71% |
$757K - $766K
|
262K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25.7K+ 25.26% |
$658K - $666K
|
127K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.1KNew |
$591K - $599K
|
23.1K
$0
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
22.8KNew |
$585K - $592K
|
22.8K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
20.2K+ 20.81% |
$518K - $524K
|
117K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.2K+ 5.52% |
$518K - $524K
|
386K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.1K+ 10.84% |
$515K - $521K
|
205K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
19.6K+ 148.56% |
$504K - $510K
|
32.8K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
19K+ 200.0% |
$486K - $492K
|
28.4K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
18.2K+ 1.24% |
$467K - $472K
|
1.48M
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18.1K+ 4.51% |
$465K - $471K
|
419K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
17.4K+ 7.59% |
$448K - $453K
|
247K
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.1K+ 3.08% |
$439K - $444K
|
571K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
17KNew |
$435K - $441K
|
17K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
16.7KNew |
$429K - $434K
|
16.7K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
16.5K+ 4.33% |
$425K - $430K
|
399K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
16.3K+ 2.04% |
$418K - $423K
|
816K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.3K+ 757.77% |
$418K - $423K
|
18.4K
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8KNew |
$379K - $384K
|
14.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
13.9KNew |
$357K - $361K
|
13.9K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
13.1K+ 5.71% |
$335K - $339K
|
242K
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
12.8KNew |
$329K - $332K
|
12.8K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12.3K+ 4.87% |
$315K - $319K
|
265K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.9KNew |
$304K - $308K
|
11.9K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.4KNew |
$293K - $296K
|
11.4K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
10.5K+ 12.41% |
$268K - $272K
|
94.8K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.2K+ 5.44% |
$261K - $264K
|
197K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.98K+ 5.96% |
$231K - $233K
|
160K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.73K+ 30.11% |
$224K - $227K
|
37.7K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
8.47KNew |
$217K - $220K
|
8.47K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
8.44KNew |
$217K - $219K
|
8.44K
$0
|