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 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.74% |
$35.1K - $35.3K
|
80.4K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.45K- 0.78% |
$35.9K - $36.1K
|
186K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.67K- 8.74% |
$41.2K - $41.5K
|
17.4K
$438K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 0.81% |
$45.8K - $46K
|
228K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 0.48% |
$51K - $51.3K
|
430K
$10.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.18K- 4.19% |
$53.9K - $54.2K
|
49.9K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.19K- 80.1% |
$54K - $54.3K
|
543
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.22K- 14.54% |
$54.9K - $55.2K
|
13.1K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.24K- 1.15% |
$55.3K - $55.6K
|
193K
$4.85M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.26K- 3.39% |
$55.7K - $56.1K
|
64.4K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.46K- 4.29% |
$60.8K - $61.1K
|
54.9K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.75K- 2.94% |
$67.9K - $68.3K
|
90.7K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 0.49% |
$70K - $70.4K
|
580K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.05K- 3.47% |
$75.2K - $75.6K
|
84.6K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-3.09K- 0.89% |
$76.3K - $76.8K
|
344K
$8.65M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.25K- 10.71% |
$80.2K - $80.6K
|
27.1K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-3.79K- 2.89% |
$93.5K - $94K
|
127K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.79K- 3.45% |
$93.6K - $94.2K
|
106K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 15.38% |
$98.8K - $99.4K
|
22K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.23K- 13.42% |
$105K - $105K
|
27.3K
$687K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.4K- 6.86% |
$109K - $109K
|
59.7K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.41K- 23.12% |
$109K - $110K
|
14.7K
$369K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.61K- 6.0% |
$114K - $115K
|
72.3K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-5.48K- 6.81% |
$135K - $136K
|
75.1K
$1.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-6.13K- 42.27% |
$152K - $152K
|
8.38K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-7.77K- 9.24% |
$192K - $193K
|
76.3K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-8.35K- 50.0% |
$206K - $207K
|
8.35K
$210K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-8.88K- 3.02% |
$219K - $221K
|
285K
$7.17M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.7K- 5.66% |
$264K - $265K
|
178K
$4.48M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-11.2K- 21.74% |
$277K - $279K
|
40.4K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-13.4K- 28.11% |
$330K - $332K
|
34.2K
$859K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-13.7K- 20.1% |
$338K - $340K
|
54.5K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-13.9K- 75.9% |
$343K - $345K
|
4.41K
$111K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.1K- 4.75% |
$372K - $374K
|
302K
$7.59M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15.9K- 45.9% |
$392K - $394K
|
18.7K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.4K- 12.59% |
$455K - $457K
|
128K
$3.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-20.6K- 3.5% |
$509K - $512K
|
569K
$14.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-20.6K- 2.74% |
$509K - $512K
|
732K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.4K- 46.26% |
$553K - $557K
|
26K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-23.4K- 17.84% |
$578K - $582K
|
108K
$2.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.2K- 17.42% |
$648K - $651K
|
124K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-37K- 13.74% |
$913K - $918K
|
232K
$5.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-42.3K- 9.76% |
$1.04M - $1.05M
|
391K
$9.83M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.9K- 5.63% |
$1.21M - $1.22M
|
820K
$20.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-53.5K- 17.07% |
$1.32M - $1.33M
|
260K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-57.8K- 65.76% |
$1.43M - $1.44M
|
30.1K
$757K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-72.5K- 22.95% |
$1.79M - $1.8M
|
243K
$6.12M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-77.9K- 32.36% |
$1.93M - $1.94M
|
163K
$4.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-99K- 97.78% |
$2.45M - $2.46M
|
2.24K
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-103K- 3.46% |
$2.53M - $2.55M
|
2.86M
$72M
|