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 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.42K+ 5.07% |
$35.6K - $35.7K
|
29.4K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.42K+ 4.19% |
$35.5K - $35.6K
|
35.2K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.4K+ 2.47% |
$35K - $35.1K
|
57.8K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.29K+ 1.78% |
$32.3K - $32.5K
|
73.9K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.23K+ 3.68% |
$30.7K - $30.8K
|
34.5K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.18KNew |
$29.6K - $29.8K
|
1.18K
$29.7K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 6.4% |
$29.1K - $29.2K
|
19.3K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.04K+ 7.95% |
$26.1K - $26.2K
|
14.2K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.02K+ 60.37% |
$25.5K - $25.6K
|
2.7K
$67.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
899+ 5.59% |
$22.5K - $22.6K
|
17K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
877+ 3.39% |
$22K - $22.1K
|
26.8K
$673K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
826+ 14.59% |
$20.7K - $20.8K
|
6.49K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
800+ 90.6% |
$20K - $20.1K
|
1.68K
$42.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
753New |
$18.9K - $18.9K
|
753
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
650+ 2.5% |
$16.3K - $16.4K
|
26.7K
$671K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 5.39% |
$16.3K - $16.4K
|
12.7K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
614+ 2.83% |
$15.4K - $15.4K
|
22.3K
$561K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
581+ 2.82% |
$14.6K - $14.6K
|
21.2K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
544+ 2.74% |
$13.6K - $13.7K
|
20.4K
$513K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
531+ 3.19% |
$13.3K - $13.4K
|
17.2K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
477+ 1.16% |
$11.9K - $12K
|
41.5K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
455+ 0.43% |
$11.4K - $11.4K
|
106K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
370+ 0.46% |
$9.27K - $9.31K
|
80K
$2.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
278+ 3.17% |
$6.96K - $6.99K
|
9.05K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
253+ 0.66% |
$6.34K - $6.37K
|
38.5K
$967K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
214+ 0.84% |
$5.36K - $5.38K
|
25.7K
$646K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
211+ 0.02% |
$5.29K - $5.31K
|
934K
$23.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
167+ 0.34% |
$4.18K - $4.2K
|
49.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141New |
$3.53K - $3.55K
|
141
$3.54K
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
133+ 0.34% |
$3.33K - $3.35K
|
39.4K
$990K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
133+ 1.65% |
$3.33K - $3.35K
|
8.2K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
107+ 0.66% |
$2.68K - $2.69K
|
16.2K
$408K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
98+ 0.15% |
$2.45K - $2.47K
|
67.2K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
67+ 0.39% |
$1.68K - $1.69K
|
17.1K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65+ 0.3% |
$1.63K - $1.64K
|
21.9K
$551K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
60+ 0.09% |
$1.5K - $1.51K
|
68.5K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
46+ 0.33% |
$1.15K - $1.16K
|
14.1K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
39+ 0.11% |
$977 - $981
|
36.7K
$923K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
39+ 0.03% |
$977 - $981
|
119K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
30+ 0.28% |
$752 - $755
|
10.7K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
24+ 0.12% |
$601 - $604
|
20.8K
$524K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
21+ 0.12% |
$526 - $528
|
17.9K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.56% |
$225 - $226
|
1.62K
$40.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.71% |
$150 - $151
|
852
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.03% |
$100 - $101
|
14.3K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$50.1 - $50.3
|
9.19K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$25.1 - $25.2
|
6.16K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$25.1 - $25.2
|
40.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4- 0.04% |
$100 - $101
|
10.7K
$270K
|