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 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1K+ 12.37% |
$24.9K - $25.1K
|
9.09K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$24.9K - $25.1K
|
1K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
900+ 3.07% |
$22.4K - $22.6K
|
30.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.9K - $20K
|
800
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
685+ 8.38% |
$17.1K - $17.2K
|
8.86K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
648New |
$16.1K - $16.2K
|
648
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
618+ 0.3% |
$15.4K - $15.5K
|
203K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
440New |
$11K - $11K
|
440
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
402+ 3.66% |
$10K - $10.1K
|
11.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
374New |
$9.32K - $9.37K
|
374
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
263+ 0.77% |
$6.55K - $6.59K
|
34.4K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
252New |
$6.28K - $6.32K
|
252
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
244+ 0.74% |
$6.08K - $6.11K
|
33.4K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
210+ 5.41% |
$5.23K - $5.26K
|
4.1K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
184+ 0.07% |
$4.58K - $4.61K
|
252K
$0
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 0.44% |
$2.99K - $3.01K
|
27.4K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
88+ 2.11% |
$2.19K - $2.21K
|
4.27K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
66+ 0.36% |
$1.64K - $1.65K
|
18.5K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
60+ 3000.0% |
$1.49K - $1.5K
|
62
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 1.2% |
$1.1K - $1.1K
|
3.71K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
30+ 0.07% |
$747 - $752
|
42K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
26+ 0.09% |
$648 - $652
|
29.3K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
21+ 0.04% |
$523 - $526
|
47.2K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
18+ 0.1% |
$448 - $451
|
17.2K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
16+ 0.77% |
$399 - $401
|
2.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.53% |
$125 - $125
|
955
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.53% |
$125 - $125
|
955
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.04% |
$125 - $125
|
12.9K
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
BUY
|
- |
4+ 0.04% |
$99.6 - $100
|
10.6K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.22% |
$224 - $226
|
4.12K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-51- 28.65% |
$1.27K - $1.28K
|
127
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-60- 0.27% |
$1.49K - $1.5K
|
22.4K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 0.59% |
$2.49K - $2.51K
|
16.9K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-189- 0.15% |
$4.71K - $4.74K
|
126K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 1.18% |
$4.98K - $5.01K
|
16.7K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-200- 0.18% |
$4.98K - $5.01K
|
114K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290- 0.17% |
$7.22K - $7.27K
|
172K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-338- 2.09% |
$8.42K - $8.47K
|
15.8K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-360- 1.81% |
$8.97K - $9.02K
|
19.6K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-390- 2.21% |
$9.71K - $9.77K
|
17.3K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-445- 1.89% |
$11.1K - $11.2K
|
23.1K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-528- 0.52% |
$13.2K - $13.2K
|
101K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-625- 6.27% |
$15.6K - $15.7K
|
9.35K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-652- 8.09% |
$16.2K - $16.3K
|
7.4K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-680- 2.36% |
$16.9K - $17K
|
28.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-730- 0.44% |
$18.2K - $18.3K
|
164K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-760- 6.25% |
$18.9K - $19K
|
11.4K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-813- 2.34% |
$20.3K - $20.4K
|
34K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-880- 2.75% |
$21.9K - $22.1K
|
31.1K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-984- 7.59% |
$24.5K - $24.7K
|
12K
$0
|