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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
35.2KNew |
$876K - $881K
|
35.2K
$0
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
35.1KNew |
$873K - $879K
|
35.1K
$0
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.9K+ 92.1% |
$869K - $875K
|
72.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 17.58% |
$862K - $867K
|
231K
$0
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
33.5K+ 41.32% |
$834K - $839K
|
114K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33.5K+ 263.75% |
$834K - $839K
|
46.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
32.1KNew |
$799K - $804K
|
32.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31.5K+ 16.72% |
$784K - $789K
|
220K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.5K+ 133.47% |
$784K - $788K
|
55K
$0
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.6K+ 4.73% |
$763K - $767K
|
678K
$0
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
30.3KNew |
$755K - $759K
|
30.3K
$0
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
28.4K+ 30.53% |
$708K - $712K
|
122K
$0
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27.8KNew |
$691K - $695K
|
27.8K
$0
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.4KNew |
$657K - $661K
|
26.4K
$0
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
24.7KNew |
$614K - $618K
|
24.7K
$0
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.1K+ 76.69% |
$601K - $604K
|
55.6K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.4K+ 63.47% |
$583K - $586K
|
60.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
23.4KNew |
$582K - $586K
|
23.4K
$0
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23.2KNew |
$577K - $581K
|
23.2K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.9K+ 54.32% |
$546K - $550K
|
62.3K
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
21.7K+ 13.02% |
$541K - $544K
|
189K
$0
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
21.5KNew |
$536K - $539K
|
21.5K
$0
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
21.4KNew |
$532K - $535K
|
21.4K
$0
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.4KNew |
$532K - $535K
|
21.4K
$0
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
20.9KNew |
$521K - $524K
|
20.9K
$0
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2KNew |
$503K - $506K
|
20.2K
$0
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
19.8KNew |
$493K - $496K
|
19.8K
$0
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
19.1K+ 23.21% |
$476K - $479K
|
101K
$0
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9KNew |
$471K - $474K
|
18.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18.7KNew |
$465K - $468K
|
18.7K
$0
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18.7KNew |
$465K - $468K
|
18.7K
$0
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
17.8K+ 130.39% |
$444K - $446K
|
31.5K
$0
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
16.5KNew |
$411K - $413K
|
16.5K
$0
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
15.7K+ 2.75% |
$392K - $395K
|
588K
$0
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
15KNew |
$373K - $375K
|
15K
$0
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
14.9K+ 8.6% |
$370K - $372K
|
188K
$0
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14.8K+ 28.95% |
$368K - $371K
|
65.9K
$0
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.4KNew |
$360K - $362K
|
14.4K
$0
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.4K+ 15.31% |
$359K - $362K
|
109K
$0
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
14.4KNew |
$358K - $360K
|
14.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$355K - $357K
|
14.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.9K+ 39.52% |
$347K - $349K
|
49.2K
$0
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
13.6KNew |
$339K - $341K
|
13.6K
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.2KNew |
$329K - $331K
|
13.2K
$0
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 2.06% |
$317K - $319K
|
632K
$0
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
12.4KNew |
$308K - $310K
|
12.4K
$0
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2KNew |
$305K - $307K
|
12.2K
$0
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.2K+ 4.2% |
$304K - $306K
|
303K
$0
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.2KNew |
$303K - $305K
|
12.2K
$0
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
11.9K+ 184.17% |
$298K - $299K
|
18.4K
$0
|