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 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
96+ 0.78% |
$2.46K - $2.49K
|
12.4K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
80+ 0.8% |
$2.05K - $2.08K
|
10.1K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
79New |
$2.03K - $2.05K
|
79
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 0.11% |
$1.98K - $2K
|
67.2K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
71+ 0.39% |
$1.82K - $1.84K
|
18.3K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
50+ 0.23% |
$1.28K - $1.3K
|
21.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50+ 0.81% |
$1.28K - $1.3K
|
6.25K
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
23+ 0.02% |
$590 - $597
|
104K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22+ 2.68% |
$565 - $571
|
843
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 0.11% |
$488 - $493
|
17.1K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16New |
$411 - $416
|
16
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.78% |
$411 - $416
|
2.07K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
4+ 0.04% |
$103 - $104
|
10.6K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.76% |
$25.7 - $26
|
133
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$25.7 - $26
|
13.9K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$25.7 - $26
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8- 0.02% |
$205 - $208
|
52.9K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11Closed |
$282 - $286
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-166Closed |
$4.26K - $4.31K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-174Closed |
$4.46K - $4.52K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-221- 0.72% |
$5.67K - $5.74K
|
30.5K
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-240- 0.53% |
$6.16K - $6.23K
|
44.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-284Closed |
$7.29K - $7.38K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-314Closed |
$8.06K - $8.15K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-325- 2.53% |
$8.34K - $8.44K
|
12.5K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-369- 58.66% |
$9.47K - $9.58K
|
260
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-375- 0.3% |
$9.62K - $9.74K
|
124K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-383- 0.21% |
$9.83K - $9.95K
|
179K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-395- 0.48% |
$10.1K - $10.3K
|
81.8K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-396- 2.57% |
$10.2K - $10.3K
|
15K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-400- 4.22% |
$10.3K - $10.4K
|
9.08K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-454- 1.58% |
$11.6K - $11.8K
|
28.3K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-557Closed |
$14.3K - $14.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-755- 0.83% |
$19.4K - $19.6K
|
90.3K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-823- 7.15% |
$21.1K - $21.4K
|
10.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-900Closed |
$23.1K - $23.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-973- 33.01% |
$25K - $25.3K
|
1.98K
$0
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-976- 6.61% |
$25K - $25.3K
|
13.8K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 40.19% |
$25.7K - $26K
|
1.49K
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-1.04K- 2.56% |
$26.6K - $26.9K
|
39.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.21K- 1.2% |
$31.1K - $31.5K
|
99.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.43K- 3.38% |
$36.6K - $37K
|
40.8K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.47K- 4.35% |
$37.7K - $38.1K
|
32.3K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.69K- 0.48% |
$43.3K - $43.8K
|
353K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.77K- 3.87% |
$45.5K - $46K
|
44K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.81K- 13.68% |
$46.4K - $47K
|
11.4K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.91KClosed |
$49K - $49.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.07K- 5.22% |
$53.1K - $53.8K
|
37.6K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.13K- 5.82% |
$54.8K - $55.4K
|
34.6K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.15K- 10.74% |
$55.2K - $55.9K
|
17.9K
$0
|