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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-16.3K- 96.33% |
$409K - $411K
|
622
$15.6K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-16.8K- 71.1% |
$420K - $422K
|
6.82K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 22.65% |
$435K - $437K
|
59.3K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-17.9K- 4.84% |
$449K - $451K
|
353K
$8.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.4K- 5.36% |
$462K - $464K
|
326K
$8.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-18.7K- 7.64% |
$469K - $471K
|
226K
$5.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-18.8K- 5.85% |
$470K - $472K
|
302K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-19.5K- 44.63% |
$489K - $491K
|
24.2K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-19.7K- 33.29% |
$493K - $495K
|
39.4K
$991K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-20.6K- 10.86% |
$516K - $519K
|
169K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21.5K- 54.67% |
$540K - $542K
|
17.9K
$449K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-22.4K- 7.91% |
$561K - $563K
|
260K
$6.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-24.9K- 33.86% |
$624K - $626K
|
48.6K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-27.6K- 15.24% |
$692K - $695K
|
154K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-27.7K- 37.98% |
$693K - $696K
|
45.2K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-28.6K- 26.48% |
$717K - $720K
|
79.4K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-35.3K- 39.65% |
$883K - $887K
|
53.7K
$1.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35.3K- 16.63% |
$885K - $889K
|
177K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43.3K- 4.03% |
$1.09M - $1.09M
|
1.03M
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54.5K- 8.26% |
$1.37M - $1.37M
|
605K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-55.3K- 5.42% |
$1.38M - $1.39M
|
964K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-61.3K- 42.34% |
$1.54M - $1.54M
|
83.5K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-65.6K- 21.81% |
$1.64M - $1.65M
|
235K
$5.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-68.2K- 10.37% |
$1.71M - $1.71M
|
589K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-70.5K- 58.44% |
$1.77M - $1.77M
|
50.1K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-81.8K- 8.25% |
$2.05M - $2.06M
|
909K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-95.4K- 22.62% |
$2.39M - $2.4M
|
326K
$8.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-144K- 11.15% |
$3.62M - $3.63M
|
1.15M
$28.9M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-148K- 23.68% |
$3.7M - $3.71M
|
476K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-177K- 89.41% |
$4.43M - $4.45M
|
21K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-208K- 16.3% |
$5.22M - $5.24M
|
1.07M
$26.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-264K- 55.85% |
$6.62M - $6.65M
|
209K
$5.26M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-282K- 22.94% |
$7.08M - $7.11M
|
949K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-285K- 8.96% |
$7.14M - $7.17M
|
2.89M
$72.8M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-293K- 89.07% |
$7.35M - $7.38M
|
36K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-325K- 7.91% |
$8.14M - $8.18M
|
3.79M
$95.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-496K- 31.5% |
$12.4M - $12.5M
|
1.08M
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-570K- 97.64% |
$14.3M - $14.3M
|
13.8K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.86M- 96.02% |
$122M - $122M
|
201K
$5.06M
|