Purchases and Sales Made in Q1 2023 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 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
339+ 0.21% |
$8.49K - $8.54K
|
165K
$0
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
330New |
$8.26K - $8.31K
|
330
$0
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
328+ 1.16% |
$8.21K - $8.26K
|
28.5K
$0
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
300+ 1.52% |
$7.51K - $7.56K
|
20.1K
$0
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
300+ 1.42% |
$7.51K - $7.56K
|
21.5K
$0
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
243+ 0.4% |
$6.08K - $6.12K
|
61.7K
$0
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
196New |
$4.91K - $4.94K
|
196
$0
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
195+ 5.96% |
$4.88K - $4.91K
|
3.47K
$0
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
180+ 0.15% |
$4.51K - $4.53K
|
122K
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
178+ 1.78% |
$4.46K - $4.48K
|
10.2K
$0
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
160+ 0.56% |
$4K - $4.03K
|
28.9K
$0
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
155+ 0.46% |
$3.88K - $3.9K
|
33.6K
$0
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
63+ 0.46% |
$1.58K - $1.59K
|
13.7K
$0
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
58New |
$1.45K - $1.46K
|
58
$0
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43+ 0.23% |
$1.08K - $1.08K
|
18.5K
$0
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
40+ 1.33% |
$1K - $1.01K
|
3.05K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$626 - $630
|
25
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17+ 0.46% |
$426 - $428
|
3.73K
$0
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
14+ 0.03% |
$350 - $353
|
47.2K
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11New |
$275 - $277
|
11
$0
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.43% |
$225 - $227
|
2.11K
$0
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-20- -0.0% |
$501 - $504
|
654K
$0
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50- 0.43% |
$1.25K - $1.26K
|
11.5K
$0
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-98- 0.12% |
$2.45K - $2.47K
|
79.5K
$0
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-126- 0.13% |
$3.15K - $3.17K
|
98.8K
$0
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-180- 0.33% |
$4.51K - $4.53K
|
54K
$0
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-187- 0.6% |
$4.68K - $4.71K
|
30.9K
$0
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-204- 1.42% |
$5.11K - $5.14K
|
14.2K
$0
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-239- 0.65% |
$5.98K - $6.02K
|
36.5K
$0
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-278- 0.53% |
$6.96K - $7K
|
51.9K
$0
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-478- 8.71% |
$12K - $12K
|
5.01K
$0
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-498- 0.44% |
$12.5K - $12.5K
|
113K
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-500- 2.96% |
$12.5K - $12.6K
|
16.4K
$0
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-505- 15.76% |
$12.6K - $12.7K
|
2.7K
$0
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-538- 2.08% |
$13.5K - $13.6K
|
25.3K
$0
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-600- 1.91% |
$15K - $15.1K
|
30.9K
$0
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-658- 0.67% |
$16.5K - $16.6K
|
97.1K
$0
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-798- 5.53% |
$20K - $20.1K
|
13.6K
$0
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-872- 4.46% |
$21.8K - $22K
|
18.7K
$0
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-880- 49.61% |
$22K - $22.2K
|
894
$0
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-891- 0.32% |
$22.3K - $22.4K
|
281K
$0
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-899- 0.27% |
$22.5K - $22.6K
|
327K
$0
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-949- 0.14% |
$23.8K - $23.9K
|
677K
$0
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$25K - $25.2K
|
1
$0
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.2K- 3.86% |
$30K - $30.2K
|
29.9K
$0
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-1.21K- 1.89% |
$30.4K - $30.6K
|
63K
$0
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.33K- 2.02% |
$33.3K - $33.5K
|
64.5K
$0
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.54K- 2.85% |
$38.6K - $38.8K
|
52.6K
$0
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.58K- 2.85% |
$39.6K - $39.9K
|
54K
$0
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.62K- 7.23% |
$40.6K - $40.9K
|
20.8K
$0
|