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 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$287K - $288K
|
11.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11KNew |
$274K - $276K
|
11K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.7K+ 92.26% |
$267K - $269K
|
22.4K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
10.5KNew |
$261K - $262K
|
10.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.1K+ 43.57% |
$253K - $254K
|
33.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9.55KNew |
$238K - $239K
|
9.55K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
8.85K+ 24.26% |
$220K - $222K
|
45.3K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.76KNew |
$218K - $219K
|
8.76K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
8.55K+ 6.48% |
$213K - $214K
|
140K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.26KNew |
$206K - $207K
|
8.26K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8K+ 14.96% |
$199K - $201K
|
61.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8KNew |
$199K - $200K
|
8K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
7.29K+ 3.04% |
$181K - $183K
|
247K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.26K+ 4.22% |
$181K - $182K
|
179K
$0
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.2K+ 30.26% |
$179K - $180K
|
31K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.56K+ 14.39% |
$163K - $164K
|
52.1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6.34K+ 144.65% |
$158K - $159K
|
10.7K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.2K+ 24.95% |
$154K - $155K
|
31.1K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.09K+ 54.64% |
$152K - $153K
|
17.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.79KNew |
$144K - $145K
|
5.79K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.75K+ 4.94% |
$143K - $144K
|
122K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.45K+ 17.02% |
$136K - $137K
|
37.5K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.41K+ 44.17% |
$135K - $135K
|
17.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5.4K+ 1.44% |
$135K - $135K
|
380K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5.27KNew |
$131K - $132K
|
5.27K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.27K+ 3.15% |
$106K - $107K
|
140K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.72K+ 9.04% |
$92.7K - $93.2K
|
44.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.61K+ 16.27% |
$90K - $90.5K
|
25.8K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.55KNew |
$88.4K - $89K
|
3.55K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.22K+ 5.38% |
$80.2K - $80.7K
|
63.1K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.1K+ 1.12% |
$77.1K - $77.6K
|
279K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.01KNew |
$75.1K - $75.5K
|
3.01K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.97KNew |
$74K - $74.4K
|
2.97K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.96K+ 6.36% |
$73.6K - $74.1K
|
49.4K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.88K+ 3.52% |
$71.8K - $72.3K
|
84.8K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.8K+ 10.79% |
$69.7K - $70.2K
|
28.8K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
2.78K+ 560.61% |
$69.1K - $69.5K
|
3.27K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.15K+ 0.59% |
$53.7K - $54K
|
366K
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.12K+ 62.99% |
$52.8K - $53.2K
|
5.49K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
2KNew |
$49.8K - $50.1K
|
2K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2KNew |
$49.8K - $50.1K
|
2K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.74K+ 99.26% |
$43.3K - $43.6K
|
3.49K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 8.64% |
$42K - $42.3K
|
21.2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.65K+ 3.17% |
$41.2K - $41.4K
|
53.8K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$41.1K - $41.4K
|
1.65K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.48K+ 7.5% |
$36.7K - $37K
|
21.2K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.41KNew |
$35.1K - $35.4K
|
1.41K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.2KNew |
$29.9K - $30.1K
|
1.2K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.2K+ 4.02% |
$29.9K - $30.1K
|
31.1K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.05K+ 4.59% |
$26.1K - $26.3K
|
23.9K
$0
|