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 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1K- 6.3% |
$24.9K - $25.1K
|
14.9K
$0
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.04K- 3.87% |
$25.9K - $26.1K
|
25.9K
$0
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.14K- 3.77% |
$28.3K - $28.5K
|
29K
$0
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.18K- 0.48% |
$29.4K - $29.6K
|
245K
$0
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.3K- 2.97% |
$32.3K - $32.5K
|
42.3K
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.35K- 14.66% |
$33.6K - $33.8K
|
7.85K
$0
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.49K- 2.68% |
$37.2K - $37.4K
|
54.2K
$0
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.57K- 10.02% |
$39.2K - $39.4K
|
14.1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.64K- 1.65% |
$40.8K - $41K
|
97.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.8K- 16.05% |
$44.7K - $45K
|
9.39K
$0
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.8K- 5.41% |
$44.8K - $45.1K
|
31.5K
$0
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.88K- 2.49% |
$46.7K - $47K
|
73.3K
$0
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2K- 19.49% |
$49.7K - $50K
|
8.25K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2K- 98.28% |
$49.8K - $50.1K
|
35
$0
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.33K- 6.46% |
$57.9K - $58.3K
|
33.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.48K- 19.87% |
$61.7K - $62.1K
|
10K
$0
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.49K- 22.82% |
$61.9K - $62.3K
|
8.41K
$0
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.5K- 1.13% |
$62.4K - $62.8K
|
218K
$0
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.3K- 13.56% |
$82.2K - $82.7K
|
21K
$0
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.37K- 16.36% |
$83.8K - $84.3K
|
17.2K
$0
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.47K- 8.62% |
$86.4K - $86.9K
|
36.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.62K- 0.7% |
$90.1K - $90.7K
|
516K
$0
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.85K- 68.47% |
$96K - $96.6K
|
1.77K
$0
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 12.12% |
$99.6K - $100K
|
29K
$0
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-4K- 16.39% |
$99.6K - $100K
|
20.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.43K- 21.37% |
$110K - $111K
|
16.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.72K- 34.83% |
$118K - $118K
|
8.84K
$0
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-5.33K- 25.29% |
$133K - $134K
|
15.8K
$0
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.33K- 5.18% |
$133K - $134K
|
97.6K
$0
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-5.81K- 27.91% |
$145K - $146K
|
15K
$0
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-7.46K- 13.37% |
$186K - $187K
|
48.3K
$0
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-7.79K- 4.85% |
$194K - $195K
|
153K
$0
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.42K- 2.9% |
$210K - $211K
|
282K
$0
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-8.55K- 1.2% |
$213K - $214K
|
706K
$0
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.9K- 9.57% |
$222K - $223K
|
84.1K
$0
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10.2K- 2.32% |
$255K - $256K
|
431K
$0
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-13.2K- 14.25% |
$329K - $331K
|
79.6K
$0
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-14K- 8.71% |
$349K - $351K
|
147K
$0
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-15.4K- 25.39% |
$385K - $387K
|
45.4K
$0
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-16.3K- 57.2% |
$405K - $407K
|
12.2K
$0
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17K- 3.1% |
$423K - $426K
|
532K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-17.4K- 0.41% |
$435K - $437K
|
4.26M
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.4K- 17.46% |
$457K - $460K
|
86.8K
$0
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-19.9K- 35.5% |
$496K - $499K
|
36.2K
$0
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-20.1K- 5.03% |
$501K - $504K
|
380K
$0
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-21K- 6.29% |
$523K - $526K
|
313K
$0
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-23.2K- 14.48% |
$579K - $582K
|
137K
$0
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-30K- 37.8% |
$748K - $753K
|
49.4K
$0
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-32.1K- 16.31% |
$799K - $804K
|
165K
$0
|
|
Jan 27, 2023
Q4 2022
|
Strid Group, LLC
|
SELL
|
- |
-33.1K- 9.18% |
$825K - $830K
|
328K
$0
|