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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.9K+ 1.53% |
$173K - $174K
|
456K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.74K+ 2.89% |
$169K - $170K
|
240K
$6.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
6.64KNew |
$166K - $167K
|
6.64K
$167K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
6.53K+ 24.02% |
$163K - $164K
|
33.7K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
6.5K+ 1.24% |
$163K - $163K
|
532K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.32K+ 1.82% |
$158K - $159K
|
353K
$8.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.26K+ 3.58% |
$157K - $158K
|
181K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
5.93K+ 10.98% |
$148K - $149K
|
59.9K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.88K+ 4.49% |
$147K - $148K
|
137K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
5.45K+ 10.79% |
$137K - $137K
|
56K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
5.27KNew |
$132K - $133K
|
5.27K
$132K
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.24K+ 3.08% |
$131K - $132K
|
176K
$4.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.21K+ 5.25% |
$131K - $131K
|
105K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.2K+ 0.91% |
$130K - $131K
|
575K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.11K+ 2.6% |
$128K - $128K
|
201K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.49K+ 4.07% |
$112K - $113K
|
115K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.38K+ 20.73% |
$110K - $110K
|
25.5K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.11K+ 25.9% |
$103K - $103K
|
20K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.09K+ 40.19% |
$103K - $103K
|
14.3K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.06K+ 7.28% |
$102K - $102K
|
59.8K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.05K+ 10.3% |
$101K - $102K
|
43.4K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.87K+ 2.51% |
$96.9K - $97.3K
|
158K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.69K+ 8.29% |
$92.4K - $92.8K
|
48.2K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.65K+ 3.54% |
$91.3K - $91.7K
|
107K
$2.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
3.6K+ 6.56% |
$90.2K - $90.6K
|
58.5K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.38KNew |
$84.8K - $85.1K
|
3.38K
$85.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
3.27K+ 26.96% |
$81.9K - $82.2K
|
15.4K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.18K+ 42.47% |
$79.7K - $80K
|
10.7K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.11K+ 1.59% |
$77.9K - $78.2K
|
199K
$5M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.95K+ 2.25% |
$73.8K - $74.2K
|
134K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.84K+ 0.8% |
$71.2K - $71.6K
|
359K
$9.03M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.72K+ 3.53% |
$68.2K - $68.5K
|
79.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
2.66K+ 0.48% |
$66.6K - $66.9K
|
555K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.64K+ 45.43% |
$66.1K - $66.3K
|
8.44K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.54K+ 7.43% |
$63.7K - $64K
|
36.8K
$925K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.54K+ 122.4% |
$63.5K - $63.8K
|
4.61K
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.27K+ 4.72% |
$56.9K - $57.1K
|
50.3K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.22K+ 2.65% |
$55.5K - $55.8K
|
85.9K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.04K+ 2.52% |
$51K - $51.2K
|
82.9K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.02K+ 6.85% |
$50.6K - $50.8K
|
31.5K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2K+ 15.88% |
$50.1K - $50.3K
|
14.6K
$367K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
2K+ 8.29% |
$50.1K - $50.3K
|
26.1K
$657K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.99K+ 49.8% |
$49.9K - $50.1K
|
5.99K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 5.69% |
$49.6K - $49.8K
|
36.7K
$923K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 7.89% |
$47.3K - $47.5K
|
25.8K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.88K+ 4.07% |
$47K - $47.2K
|
48K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.85K+ 3.51% |
$46.2K - $46.4K
|
54.5K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79K+ 10.68% |
$44.9K - $45.1K
|
18.6K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.72K+ 4.05% |
$43.2K - $43.4K
|
44.3K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$40K - $40.1K
|
1.6K
$40.1K
|