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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
26.3K+ 2.74% |
$660K - $663K
|
989K
$24.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25KNew |
$627K - $630K
|
25K
$629K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
23.9K+ 15.42% |
$599K - $601K
|
179K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23K+ 596.16% |
$576K - $578K
|
26.8K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9KNew |
$550K - $552K
|
21.9K
$552K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.5K+ 4.87% |
$538K - $540K
|
463K
$11.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.3K+ 10.92% |
$534K - $537K
|
217K
$5.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20.5K+ 2.81% |
$512K - $515K
|
748K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.4K+ 20.73% |
$512K - $514K
|
119K
$2.99M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18K+ 9.96% |
$451K - $453K
|
199K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
18K+ 13.7% |
$450K - $452K
|
149K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.4K+ 40.82% |
$436K - $438K
|
60K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
16.9KNew |
$425K - $426K
|
16.9K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$421K - $423K
|
16.8K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
16.6K+ 36.87% |
$417K - $419K
|
61.8K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.2K+ 9.0% |
$405K - $407K
|
196K
$4.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
16KNew |
$401K - $403K
|
16K
$403K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
15.8KNew |
$397K - $398K
|
15.8K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 11.54% |
$364K - $366K
|
140K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
14.4KNew |
$362K - $363K
|
14.4K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
13.6K+ 23.15% |
$340K - $342K
|
72.3K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.5KNew |
$338K - $340K
|
13.5K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
13.1KNew |
$329K - $330K
|
13.1K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
13K+ 4.39% |
$325K - $326K
|
308K
$7.74M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 2.0% |
$322K - $323K
|
655K
$16.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 5.56% |
$310K - $311K
|
235K
$5.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
12.2KNew |
$307K - $308K
|
12.2K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1K+ 32.7% |
$304K - $305K
|
49.2K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
12.1K+ 6.55% |
$304K - $305K
|
197K
$4.96M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
12K+ 35.42% |
$301K - $302K
|
45.9K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.5K+ 1.44% |
$287K - $288K
|
809K
$20.3M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
11K+ 122.64% |
$275K - $276K
|
19.9K
$501K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
10.9K+ 10.32% |
$273K - $275K
|
117K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$272K - $273K
|
10.9K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.8K+ 2.79% |
$269K - $271K
|
397K
$9.98M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$268K - $269K
|
10.7K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10.6KNew |
$264K - $266K
|
10.6K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
10.3K+ 2.48% |
$259K - $260K
|
427K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 3.42% |
$255K - $256K
|
307K
$7.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
10.1K+ 23.09% |
$253K - $254K
|
53.9K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.72K+ 8.34% |
$244K - $245K
|
126K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.69KNew |
$243K - $244K
|
9.69K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
8.73KNew |
$219K - $220K
|
8.73K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.51K+ 2.65% |
$213K - $214K
|
330K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$212K - $213K
|
8.46K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8.26K+ 7.43% |
$207K - $208K
|
119K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
7.62K+ 0.8% |
$191K - $192K
|
964K
$24.2M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
7.6K+ 2.26% |
$190K - $191K
|
344K
$8.65M
|