Purchases and Sales Made in Q1 2023 in Ishares Ibonds Dec 2023 Term C (IBDO)

IBDO Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2023 Term C (IBDO) during Q1 2023. 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
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
32.2K
New
$806K - $812K
32.2K $0
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
30.2K
+ 56.04%
$755K - $760K
84K $0
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
29.4K
+ 49.5%
$735K - $740K
88.7K $0
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
28.7K
New
$718K - $723K
28.7K $0
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
28K
+ 38.19%
$701K - $705K
101K $0
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
27.9K
+ 13.6%
$698K - $702K
233K $0
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
27.7K
+ 34.6%
$694K - $698K
108K $0
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
27.5K
New
$688K - $692K
27.5K $0
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
26.9K
New
$672K - $676K
26.9K $0
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
25.9K
+ 140.49%
$648K - $652K
44.3K $0
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
23.5K
+ 38.17%
$588K - $591K
85K $0
May 11, 2023 Q1 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
23.4K
+ 10.66%
$587K - $590K
243K $0
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
23K
+ 436.02%
$575K - $579K
28.2K $0
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
22.3K
+ 249.35%
$559K - $563K
31.3K $0
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
22K
+ 116.43%
$551K - $554K
40.9K $0
May 09, 2023 Q1 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
21.4K
+ 63.86%
$534K - $538K
54.8K $0
Apr 28, 2023 Q1 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
21K
+ 14.95%
$525K - $529K
161K $0
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
20.7K
New
$519K - $522K
20.7K $0
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
20.1K
New
$504K - $507K
20.1K $0
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
19.6K
New
$491K - $494K
19.6K $0
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
19.4K
+ 3.95%
$484K - $488K
509K $0
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
16.3K
+ 148.39%
$409K - $412K
27.4K $0
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
16.3K
+ 3.38%
$408K - $411K
499K $0
May 10, 2023 Q1 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
16.2K
+ 8.88%
$405K - $407K
198K $0
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
16K
+ 8.08%
$400K - $403K
214K $0
May 12, 2023 Q1 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
15.2K
New
$380K - $383K
15.2K $0
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
14.6K
+ 23.18%
$366K - $368K
77.7K $0
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
14.4K
New
$360K - $362K
14.4K $0
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
14.3K
+ 2.69%
$357K - $360K
546K $0
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
13.7K
+ 112.65%
$343K - $345K
25.9K $0
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
13.6K
New
$341K - $344K
13.6K $0
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
13.2K
New
$330K - $333K
13.2K $0
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
12.4K
+ 29.51%
$310K - $312K
54.4K $0
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
12.3K
New
$308K - $310K
12.3K $0
May 10, 2023 Q1 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
11.9K
+ 70.5%
$299K - $301K
28.9K $0
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
11.7K
+ 50.43%
$292K - $294K
34.8K $0
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
11.6K
+ 3.7%
$289K - $291K
324K $0
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
11.5K
New
$288K - $290K
11.5K $0
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
11.1K
+ 126.08%
$279K - $281K
20K $0
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
10.9K
New
$274K - $276K
10.9K $0
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
10.9K
New
$272K - $274K
10.9K $0
May 11, 2023 Q1 2023
Summitry LLC

Foster City, CA
BUY
 -
10.2K
+ 1.44%
$255K - $256K
716K $0
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
10.2K
New
$254K - $256K
10.2K $0
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
10K
+ 49.5%
$250K - $252K
30.2K $0
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
9.78K
New
$245K - $246K
9.78K $0
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
9.34K
New
$234K - $235K
9.34K $0
Apr 25, 2023 Q1 2023
4 Thought Financial Group Inc.

BUY
 -
9.32K
+ 86.88%
$233K - $235K
20K $0
May 08, 2023 Q1 2023
Hamel Associates, Inc.

BUY
 -
9.17K
+ 3.69%
$230K - $231K
258K $0
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
9K
+ 1.42%
$225K - $227K
641K $0

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