Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
14.4K+ 22.84% |
$357K - $359K
|
77.7K
$1.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
14.4K+ 28.8% |
$356K - $358K
|
64.4K
$1.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
14.3KNew |
$354K - $356K
|
14.3K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
13.9KNew |
$343K - $345K
|
13.9K
$349K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.5KNew |
$334K - $336K
|
13.5K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13.4KNew |
$331K - $333K
|
13.4K
$337K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13.1K+ 28.9% |
$325K - $326K
|
58.6K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 10.69% |
$325K - $326K
|
136K
$3.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
12.8KNew |
$317K - $319K
|
12.8K
$323K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5KNew |
$309K - $311K
|
12.5K
$315K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 99.66% |
$306K - $308K
|
24.8K
$624K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.3K+ 4.12% |
$303K - $305K
|
311K
$7.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
11.8K+ 35.61% |
$292K - $294K
|
45.1K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.2K+ 13.35% |
$276K - $278K
|
94.9K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
11.1K+ 3.84% |
$275K - $276K
|
301K
$7.57M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
11.1K+ 51.97% |
$274K - $276K
|
32.5K
$817K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
10.6K+ 15.6% |
$262K - $264K
|
78.7K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.5K+ 15.5% |
$259K - $261K
|
78.2K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
10KNew |
$247K - $248K
|
10K
$252K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.98K+ 4.46% |
$247K - $248K
|
234K
$5.88M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.93K+ 1.41% |
$245K - $247K
|
713K
$17.9M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9.89K+ 21.4% |
$244K - $246K
|
56.1K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
9.75K+ 19.14% |
$241K - $242K
|
60.7K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
9.73K+ 6.47% |
$240K - $242K
|
160K
$4.03M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
9.6K+ 17.27% |
$237K - $238K
|
65.2K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
9.56KNew |
$236K - $237K
|
9.56K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.22K+ 25.62% |
$228K - $229K
|
45.2K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
9.2KNew |
$227K - $229K
|
9.2K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.17K+ 57.08% |
$226K - $228K
|
25.2K
$634K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.59KNew |
$212K - $213K
|
8.59K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.31KNew |
$205K - $206K
|
8.31K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.25KNew |
$204K - $205K
|
8.25K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.16KNew |
$202K - $203K
|
8.16K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.15K+ 33.62% |
$201K - $202K
|
32.4K
$814K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.9K+ 53.37% |
$195K - $196K
|
22.7K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.88K+ 2.95% |
$195K - $196K
|
275K
$6.91M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.78KNew |
$192K - $193K
|
7.78K
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.35K+ 17.31% |
$181K - $182K
|
49.8K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.23K+ 39.9% |
$179K - $180K
|
25.3K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.06K+ 4.39% |
$174K - $175K
|
168K
$4.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
6.9K+ 16.69% |
$170K - $171K
|
48.2K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6.7K+ 8.13% |
$165K - $166K
|
89.1K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
6.38K+ 8.41% |
$158K - $159K
|
82.3K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.29K+ 53.99% |
$155K - $156K
|
17.9K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6.26K+ 13.28% |
$155K - $155K
|
53.4K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
6.14K+ 65.64% |
$152K - $152K
|
15.5K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.07K+ 5.42% |
$150K - $151K
|
118K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.02K+ 11.05% |
$149K - $150K
|
60.5K
$1.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
5.44K+ 6.41% |
$134K - $135K
|
90.3K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 40.49% |
$130K - $131K
|
18.3K
$459K
|