Purchases and Sales Made in Q1 2023 in Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2025 TERM C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
38.4K+ 22.22% |
$926K - $945K
|
211K
$5.31M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
37.9K+ 87.77% |
$914K - $933K
|
81K
$2.04M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.8K+ 8.71% |
$912K - $931K
|
471K
$11.9M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
37.4K+ 8.05% |
$901K - $921K
|
502K
$12.6M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
37KNew |
$892K - $911K
|
37K
$930K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
36.5K+ 10.49% |
$880K - $898K
|
384K
$9.67M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.5K+ 16.88% |
$833K - $850K
|
239K
$6.01M
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
32.9KNew |
$794K - $811K
|
32.9K
$828K
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
32.4KNew |
$782K - $799K
|
32.4K
$815K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31.9KNew |
$769K - $786K
|
31.9K
$802K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.7K+ 41.85% |
$740K - $755K
|
104K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
30.5KNew |
$735K - $750K
|
30.5K
$766K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 6.95% |
$704K - $719K
|
449K
$11.3M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.4K+ 60.52% |
$686K - $701K
|
75.4K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28.1KNew |
$678K - $693K
|
28.1K
$707K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
27.7K+ 147.24% |
$669K - $683K
|
46.6K
$1.17M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27.3KNew |
$659K - $673K
|
27.3K
$687K
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
27.2K+ 6.11% |
$656K - $669K
|
472K
$11.9M
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
26.9K+ 9.11% |
$648K - $662K
|
322K
$8.1M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24.7K+ 413.71% |
$597K - $609K
|
30.7K
$773K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
23.5K+ 432.7% |
$568K - $580K
|
29K
$729K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
22.6KNew |
$546K - $558K
|
22.6K
$569K
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
22.5K+ 1.72% |
$544K - $555K
|
1.34M
$33.6M
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
21.3K+ 63.38% |
$514K - $525K
|
54.9K
$1.38M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.1K+ 38.66% |
$509K - $520K
|
75.7K
$1.9M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.8K+ 3.14% |
$501K - $511K
|
682K
$17.2M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
20.7KNew |
$500K - $510K
|
20.7K
$521K
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20.6K+ 4.11% |
$496K - $507K
|
520K
$13.1M
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
20.1K+ 57.95% |
$485K - $496K
|
54.8K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.8K+ 25.46% |
$477K - $487K
|
97.5K
$2.45M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.1K+ 9.28% |
$460K - $469K
|
224K
$5.64M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
18.5K+ 647.94% |
$447K - $456K
|
21.4K
$538K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17.9KNew |
$431K - $440K
|
17.9K
$449K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
17.7KNew |
$428K - $437K
|
17.7K
$446K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.6KNew |
$425K - $433K
|
17.6K
$443K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.5KNew |
$421K - $430K
|
17.5K
$439K
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
16.4KNew |
$397K - $405K
|
16.4K
$414K
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
16.2K+ 11.14% |
$390K - $399K
|
161K
$4.06M
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
15.9K+ 6.27% |
$384K - $392K
|
270K
$6.79M
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15.6KNew |
$375K - $383K
|
15.6K
$391K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
14.9KNew |
$360K - $368K
|
14.9K
$376K
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
14.5K+ 5.26% |
$350K - $357K
|
291K
$7.31M
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.4K+ 58.04% |
$347K - $355K
|
39.2K
$987K
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
14.1K+ 87.28% |
$340K - $347K
|
30.2K
$760K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14KNew |
$338K - $345K
|
14K
$353K
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
13.4K+ 6.07% |
$322K - $329K
|
233K
$5.87M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.3KNew |
$296K - $302K
|
12.3K
$308K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.9KNew |
$263K - $269K
|
10.9K
$274K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.6K+ 16.74% |
$257K - $262K
|
74.2K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
10.2K+ 12.09% |
$246K - $252K
|
94.7K
$2.38M
|