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 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.26KNew |
$212K - $215K
|
8.26K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.18KNew |
$210K - $212K
|
8.18K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8KNew |
$205K - $208K
|
8K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.49K+ 33.86% |
$192K - $194K
|
29.6K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.45K+ 21.42% |
$191K - $193K
|
42.2K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.38K+ 4.13% |
$189K - $192K
|
186K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
7.16K+ 0.44% |
$184K - $186K
|
1.64M
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6.94KNew |
$178K - $180K
|
6.94K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
5.87K+ 15.01% |
$151K - $153K
|
45K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.5K+ 1.44% |
$141K - $143K
|
388K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.33K+ 9.09% |
$137K - $138K
|
63.9K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.14K+ 3.09% |
$132K - $134K
|
171K
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.08KNew |
$130K - $132K
|
5.08K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.06K+ 6.68% |
$130K - $131K
|
80.9K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.55K+ 6.15% |
$117K - $118K
|
78.6K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.26K+ 22.32% |
$109K - $111K
|
23.4K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
3.87K+ 16.65% |
$99.2K - $100K
|
27.1K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.85KNew |
$98.8K - $100K
|
3.85K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.7K+ 5.14% |
$94.9K - $96.1K
|
75.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.42K+ 43.28% |
$87.8K - $88.8K
|
11.3K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
2.98K+ 4.01% |
$76.5K - $77.4K
|
77.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.93K+ 0.34% |
$75.1K - $76K
|
865K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.8K+ 4.06% |
$71.8K - $72.6K
|
71.6K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.42K+ 10.48% |
$62.1K - $62.8K
|
25.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 4.74% |
$58K - $58.7K
|
49.9K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.2K+ 6.1% |
$56.5K - $57.1K
|
38.2K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
2.05KNew |
$52.6K - $53.2K
|
2.05K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
2.01K+ 1.64% |
$51.5K - $52.1K
|
124K
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.78K+ 13.08% |
$45.5K - $46.1K
|
15.4K
$0
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.74KNew |
$44.6K - $45.2K
|
1.74K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.55K+ 14.32% |
$39.8K - $40.3K
|
12.4K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4KNew |
$35.9K - $36.4K
|
1.4K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.25K+ 6.67% |
$32K - $32.4K
|
20K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Strid Group, LLC
|
BUY
|
- |
1.11K+ 0.47% |
$28.5K - $28.9K
|
237K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
973+ 1.7% |
$25K - $25.3K
|
58.1K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
813+ 7.09% |
$20.9K - $21.1K
|
12.3K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
771+ 1.77% |
$19.8K - $20K
|
44.4K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
705+ 0.94% |
$18.1K - $18.3K
|
76.1K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
594+ 5.77% |
$15.2K - $15.4K
|
10.9K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
592New |
$15.2K - $15.4K
|
592
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
534+ 2.39% |
$13.7K - $13.9K
|
22.9K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
512+ 5.9% |
$13.1K - $13.3K
|
9.19K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
437+ 0.06% |
$11.2K - $11.3K
|
751K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
436+ 0.14% |
$11.2K - $11.3K
|
316K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
425+ 0.39% |
$10.9K - $11K
|
109K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
387+ 3.43% |
$9.93K - $10.1K
|
11.7K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
382+ 0.82% |
$9.8K - $9.92K
|
47K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
360+ 1028.57% |
$9.24K - $9.35K
|
395
$0
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
195+ 0.64% |
$5K - $5.06K
|
30.5K
$0
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
189New |
$4.85K - $4.91K
|
189
$0
|