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
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
245KNew |
$6.13M - $6.16M
|
245K
$6.15M
|
|
|
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 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
94.3K+ 28.15% |
$2.36M - $2.37M
|
429K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
41.3K+ 22.13% |
$1.03M - $1.04M
|
228K
$5.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39.8K+ 75.81% |
$997K - $1M
|
92.3K
$2.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 10.92% |
$534K - $537K
|
217K
$5.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.5K+ 2.81% |
$512K - $515K
|
748K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
20.2K+ 13.07% |
$506K - $508K
|
175K
$4.39M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
18.6K+ 61.27% |
$465K - $467K
|
48.9K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
13.6K+ 23.15% |
$340K - $342K
|
72.3K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
12.2KNew |
$307K - $308K
|
12.2K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
10.9K+ 10.32% |
$273K - $275K
|
117K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.69KNew |
$243K - $244K
|
9.69K
$243K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
6.53K+ 24.02% |
$163K - $164K
|
33.7K
$846K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.26K+ 3.58% |
$157K - $158K
|
181K
$4.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.21K+ 5.25% |
$131K - $131K
|
105K
$2.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.11K+ 25.9% |
$103K - $103K
|
20K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.87K+ 2.51% |
$96.9K - $97.3K
|
158K
$3.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.84K+ 0.8% |
$71.2K - $71.6K
|
359K
$9.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.27K+ 4.72% |
$56.9K - $57.1K
|
50.3K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.04K+ 2.52% |
$51K - $51.2K
|
82.9K
$2.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 15.88% |
$50.1K - $50.3K
|
14.6K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 5.07% |
$35.6K - $35.7K
|
29.4K
$739K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 5.39% |
$16.3K - $16.4K
|
12.7K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
544+ 2.74% |
$13.6K - $13.7K
|
20.4K
$512K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
278+ 3.17% |
$6.96K - $6.99K
|
9.05K
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
167+ 0.34% |
$4.18K - $4.2K
|
49.6K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.56% |
$225 - $226
|
1.62K
$40.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-131- 0.13% |
$3.28K - $3.3K
|
101K
$2.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 0.26% |
$3.76K - $3.77K
|
58.2K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-195- 0.48% |
$4.88K - $4.91K
|
40.2K
$1.01M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-271- 3.28% |
$6.79K - $6.82K
|
8K
$201K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-289- 2.35% |
$7.24K - $7.27K
|
12K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-400- 10.91% |
$10K - $10.1K
|
3.27K
$82.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-403- 50.0% |
$10.1K - $10.1K
|
403
$10.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-419- 0.07% |
$10.5K - $10.5K
|
577K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-425- 3.94% |
$10.6K - $10.7K
|
10.4K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-594- 0.28% |
$14.9K - $14.9K
|
212K
$5.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-862- 8.36% |
$21.6K - $21.7K
|
9.45K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 0.74% |
$32.4K - $32.5K
|
173K
$4.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.33K- 5.38% |
$33.2K - $33.4K
|
23.3K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 14.34% |
$42.7K - $42.9K
|
10.2K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.96K- 7.2% |
$49K - $49.2K
|
25.2K
$633K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.12K- 9.81% |
$53.2K - $53.4K
|
19.5K
$490K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-3.3K- 0.95% |
$82.7K - $83K
|
343K
$8.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.41K- 8.04% |
$85.4K - $85.8K
|
39K
$980K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.45K- 5.08% |
$86.4K - $86.8K
|
64.5K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.25K- 5.6% |
$207K - $208K
|
139K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.8K- 7.7% |
$271K - $272K
|
130K
$3.26M
|