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 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-20- 0.05% |
$501 - $503
|
42.4K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-46- 0.14% |
$1.15K - $1.16K
|
31.9K
$801K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-50- 0.1% |
$1.25K - $1.26K
|
51.7K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-60- 0.12% |
$1.5K - $1.51K
|
49.8K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-131- 0.13% |
$3.28K - $3.3K
|
101K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-140- 0.72% |
$3.51K - $3.52K
|
19.2K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 0.26% |
$3.76K - $3.77K
|
58.2K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-159- 0.69% |
$3.98K - $4K
|
22.8K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-188- 0.23% |
$4.71K - $4.73K
|
82.2K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-193- 0.49% |
$4.83K - $4.86K
|
39.5K
$994K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-195- 0.48% |
$4.88K - $4.91K
|
40.2K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-250- 2.4% |
$6.26K - $6.29K
|
10.2K
$256K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-271- 0.18% |
$6.79K - $6.82K
|
154K
$3.86M
|
|
|
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 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-380- 18.55% |
$9.52K - $9.56K
|
1.67K
$41.9K
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-406- 1.8% |
$10.2K - $10.2K
|
22.1K
$557K
|
|
|
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 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-483- 0.53% |
$12.1K - $12.2K
|
90.5K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-594- 0.28% |
$14.9K - $14.9K
|
212K
$5.33M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-630- 2.04% |
$15.8K - $15.9K
|
30.3K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-636- 6.89% |
$15.9K - $16K
|
8.6K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-677- 1.79% |
$17K - $17K
|
37.1K
$933K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-791- 51.94% |
$19.8K - $19.9K
|
732
$18.4K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-810- 8.94% |
$20.3K - $20.4K
|
8.25K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-820- 0.66% |
$20.5K - $20.6K
|
123K
$3.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-862- 8.36% |
$21.6K - $21.7K
|
9.45K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-941- 0.8% |
$23.6K - $23.7K
|
117K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1K- 4.61% |
$25.1K - $25.2K
|
20.7K
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1K- 10.81% |
$25.1K - $25.2K
|
8.25K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.11K- 4.71% |
$27.8K - $27.9K
|
22.4K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.27K- 5.09% |
$31.8K - $32K
|
23.7K
$596K
|
|
|
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 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 3.11% |
$34.3K - $34.5K
|
42.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 3.0% |
$40K - $40.2K
|
51.7K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 1.0% |
$42K - $42.2K
|
166K
$4.18M
|
|
|
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
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.74K- 37.73% |
$43.5K - $43.7K
|
2.87K
$72.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.91K- 2.63% |
$47.9K - $48.1K
|
70.7K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.96K- 7.2% |
$49K - $49.2K
|
25.2K
$634K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.12K- 9.81% |
$53.2K - $53.4K
|
19.5K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.13K- 14.4% |
$53.4K - $53.7K
|
12.7K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.34K- 6.4% |
$58.6K - $58.9K
|
34.3K
$861K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.63K- 2.87% |
$65.8K - $66K
|
88.7K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.86K- 0.94% |
$71.5K - $71.9K
|
302K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
SELL
|
- |
-2.93K- 21.23% |
$73.3K - $73.6K
|
10.9K
$273K
|