Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.9M+ 2962.19% |
$123M - $123M
|
5.06M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
795K+ 43.13% |
$19.9M - $20M
|
2.64M
$66.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
453KNew |
$11.4M - $11.4M
|
453K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
345K+ 5.01% |
$8.64M - $8.68M
|
7.23M
$182M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
293K+ 13.48% |
$7.33M - $7.37M
|
2.46M
$62M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283K+ 20.79% |
$7.09M - $7.12M
|
1.65M
$41.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
246K+ 8.07% |
$6.15M - $6.18M
|
3.29M
$82.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
245KNew |
$6.13M - $6.16M
|
245K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
192K+ 47.53% |
$4.81M - $4.83M
|
596K
$15M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
168K+ 67.6% |
$4.21M - $4.23M
|
417K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
164K+ 7.33% |
$4.11M - $4.13M
|
2.41M
$60.5M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
164K+ 32.4% |
$4.1M - $4.12M
|
670K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
161KNew |
$4.03M - $4.04M
|
161K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
143K+ 107.5% |
$3.59M - $3.6M
|
276K
$6.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
135KNew |
$3.38M - $3.4M
|
135K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
125K+ 5.3% |
$3.13M - $3.14M
|
2.48M
$62.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116K+ 17.37% |
$2.9M - $2.91M
|
781K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
115KNew |
$2.87M - $2.88M
|
115K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113K+ 5.12% |
$2.83M - $2.84M
|
2.32M
$58.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
112K+ 13.38% |
$2.8M - $2.81M
|
947K
$23.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
106K+ 35.02% |
$2.66M - $2.67M
|
409K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
103K+ 142.84% |
$2.59M - $2.6M
|
176K
$4.41M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
94.5K+ 7.3% |
$2.37M - $2.38M
|
1.39M
$34.9M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
94.4K+ 9.94% |
$2.37M - $2.38M
|
1.04M
$26.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.3K+ 28.15% |
$2.36M - $2.37M
|
429K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
90.1KNew |
$2.26M - $2.27M
|
90.1K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
79.6KNew |
$1.99M - $2M
|
79.6K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69.4K+ 52.15% |
$1.74M - $1.75M
|
202K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61.8K+ 7.53% |
$1.55M - $1.55M
|
883K
$22.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
57.9K+ 24.87% |
$1.45M - $1.46M
|
291K
$7.32M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
57.9K+ 2.86% |
$1.45M - $1.46M
|
2.08M
$52.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55.9K+ 4.3% |
$1.4M - $1.41M
|
1.36M
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
54.7K+ 64.11% |
$1.37M - $1.38M
|
140K
$3.52M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
53.9K+ 10.09% |
$1.35M - $1.36M
|
588K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
53.7K+ 9.64% |
$1.35M - $1.35M
|
611K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47.8K+ 7.67% |
$1.2M - $1.2M
|
672K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
42.2K+ 3.53% |
$1.06M - $1.06M
|
1.24M
$31.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
41.3K+ 22.13% |
$1.03M - $1.04M
|
228K
$5.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
40K+ 80.22% |
$1M - $1.01M
|
89.9K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39.8K+ 75.81% |
$997K - $1M
|
92.3K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39.1K+ 2.82% |
$980K - $985K
|
1.43M
$35.9M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
38.9K+ 11.85% |
$975K - $979K
|
368K
$9.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.3K+ 18.2% |
$860K - $864K
|
223K
$5.61M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
33K+ 10.46% |
$828K - $831K
|
349K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
32.7K+ 77.09% |
$820K - $823K
|
75.2K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
31.3K+ 93.76% |
$785K - $788K
|
64.8K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29.5K+ 28.08% |
$740K - $743K
|
135K
$3.39M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.1K+ 4681.83% |
$729K - $733K
|
29.7K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
27K+ 6.35% |
$677K - $680K
|
452K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
26.5KNew |
$664K - $667K
|
26.5K
$667K
|