Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
985K+ 65.34% |
$24.5M - $24.7M
|
2.49M
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
698K+ 45.4% |
$17.4M - $17.5M
|
2.24M
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
622K+ 9.39% |
$15.5M - $15.6M
|
7.24M
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
593K+ 194.06% |
$14.8M - $14.9M
|
899K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
468K+ 18.52% |
$11.6M - $11.7M
|
2.99M
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
420K+ 670.73% |
$10.5M - $10.5M
|
483K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
377KNew |
$9.38M - $9.44M
|
377K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
375K+ 47.98% |
$9.35M - $9.4M
|
1.16M
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
340K+ 17.69% |
$8.47M - $8.52M
|
2.26M
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
335KNew |
$8.35M - $8.4M
|
335K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
308K+ 38.94% |
$7.67M - $7.72M
|
1.1M
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
302K+ 42.22% |
$7.53M - $7.57M
|
1.02M
$0
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
225K+ 6124.46% |
$5.61M - $5.65M
|
229K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
223K+ 14.9% |
$5.55M - $5.58M
|
1.72M
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
214K+ 48.63% |
$5.33M - $5.36M
|
654K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
205KNew |
$5.11M - $5.14M
|
205K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
198KNew |
$4.93M - $4.96M
|
198K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
197K+ 24.58% |
$4.92M - $4.95M
|
1M
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
190K+ 52.58% |
$4.72M - $4.75M
|
550K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
183KNew |
$4.57M - $4.6M
|
183K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
182KNew |
$4.54M - $4.57M
|
182K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
176K+ 46.28% |
$4.4M - $4.42M
|
558K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
144K+ 49.57% |
$3.59M - $3.61M
|
435K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
144K+ 27.18% |
$3.59M - $3.61M
|
674K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
135K+ 48.01% |
$3.37M - $3.39M
|
417K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 16.52% |
$3.11M - $3.13M
|
882K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
111KNew |
$2.76M - $2.78M
|
111K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
110K+ 136.68% |
$2.75M - $2.77M
|
191K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
98.9KNew |
$2.46M - $2.48M
|
98.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
97.8K+ 24.93% |
$2.44M - $2.45M
|
490K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
93.9KNew |
$2.34M - $2.35M
|
93.9K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
86.8K+ 512.69% |
$2.16M - $2.17M
|
104K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81.5K+ 578.01% |
$2.03M - $2.04M
|
95.6K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
80.1KNew |
$2M - $2.01M
|
80.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
73.9KNew |
$1.84M - $1.85M
|
73.9K
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72.8K+ 41.49% |
$1.81M - $1.82M
|
248K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
64.8K+ 35.28% |
$1.61M - $1.62M
|
249K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
64.2KNew |
$1.6M - $1.61M
|
64.2K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
61.6K+ 106.72% |
$1.53M - $1.54M
|
119K
$0
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
61.4KNew |
$1.53M - $1.54M
|
61.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.5K+ 1.45% |
$1.23M - $1.24M
|
3.46M
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
49.4KNew |
$1.23M - $1.24M
|
49.4K
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
46.4KNew |
$1.16M - $1.16M
|
46.4K
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
45KNew |
$1.12M - $1.13M
|
45K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.8K+ 33.57% |
$1.02M - $1.02M
|
162K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
39.5KNew |
$985K - $991K
|
39.5K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.4K+ 6.06% |
$957K - $963K
|
673K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
37.9K+ 10.8% |
$945K - $951K
|
389K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
36.4K+ 205.27% |
$907K - $913K
|
54.2K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.3K+ 5.01% |
$905K - $910K
|
762K
$0
|