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 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.98K- 3.51% |
$74.6K - $74.9K
|
81.9K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3K- 1.51% |
$75.2K - $75.5K
|
196K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.07K- 5.45% |
$77K - $77.3K
|
53.4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-3.1K- 23.66% |
$77.7K - $78K
|
10K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.24K- 2.73% |
$81K - $81.4K
|
115K
$2.9M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-3.29K- 1.11% |
$82.3K - $82.7K
|
293K
$7.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-3.3K- 0.95% |
$82.7K - $83K
|
343K
$8.61M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.39K- 28.14% |
$84.9K - $85.3K
|
8.66K
$218K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.41K- 8.04% |
$85.4K - $85.8K
|
39K
$981K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.45K- 5.08% |
$86.4K - $86.8K
|
64.5K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-3.62K- 29.98% |
$90.6K - $91K
|
8.45K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.74K- 45.39% |
$93.7K - $94.1K
|
4.5K
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-3.98K- 9.39% |
$99.7K - $100K
|
38.4K
$966K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-4.23K- 5.58% |
$106K - $106K
|
71.6K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
SELL
|
- |
-4.38K- 9.25% |
$110K - $110K
|
43K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-4.44K- 1.72% |
$111K - $112K
|
253K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.78K- 2.19% |
$120K - $120K
|
213K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.87K- 14.28% |
$122K - $123K
|
29.3K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-5.19K- 2.7% |
$130K - $130K
|
187K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.25K- 14.16% |
$132K - $132K
|
31.8K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6.06K- 15.19% |
$152K - $153K
|
33.9K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-6.51K- 1.31% |
$163K - $164K
|
489K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.11K- 4.23% |
$178K - $179K
|
161K
$4.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-7.34K- 12.04% |
$184K - $185K
|
53.6K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.48K- 13.0% |
$187K - $188K
|
50.1K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-8.25K- 5.6% |
$207K - $208K
|
139K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.49K- 24.71% |
$213K - $214K
|
25.9K
$650K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.79K- 13.43% |
$220K - $221K
|
56.6K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-9.01K- 16.1% |
$226K - $227K
|
47K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-9.26K- 3.38% |
$232K - $233K
|
264K
$6.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-9.38K- 5.16% |
$235K - $236K
|
172K
$4.33M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-9.48K- 9.22% |
$237K - $238K
|
93.3K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-9.87K- 51.83% |
$247K - $248K
|
9.17K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.4K- 7.6% |
$261K - $262K
|
127K
$3.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.8K- 7.7% |
$271K - $272K
|
130K
$3.26M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-11K- 1.99% |
$275K - $276K
|
542K
$13.6M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-11.3K- 43.05% |
$284K - $285K
|
15K
$377K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-11.5K- 3.58% |
$289K - $290K
|
311K
$7.82M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.7K- 6.28% |
$294K - $295K
|
175K
$4.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-12.7K- 20.39% |
$319K - $320K
|
49.7K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-12.8K- 19.72% |
$322K - $323K
|
52.3K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.3K- 10.3% |
$334K - $335K
|
116K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.4K- 36.66% |
$336K - $338K
|
23.2K
$583K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-13.5K- 5.01% |
$338K - $339K
|
256K
$6.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.6K- 11.69% |
$340K - $341K
|
102K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.9K- 6.59% |
$348K - $349K
|
197K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.3K- 10.63% |
$358K - $360K
|
120K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-14.8K- 63.98% |
$370K - $371K
|
8.31K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-15.2K- 66.77% |
$382K - $383K
|
7.58K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-15.8K- 43.07% |
$396K - $397K
|
20.9K
$525K
|