Purchases and Sales Made in Q2 2023 in Ishares Ibonds Dec 2025 Term C (IBDQ)

IBDQ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q2 2023. 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
Aug 02, 2023 Q2 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
4.9M
+ 2321.29%
$119M - $121M
5.11M $128M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
600K
+ 33.27%
$14.6M - $14.8M
2.4M $60.2M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
496K
+ 18.43%
$12.1M - $12.2M
3.19M $79.8M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
208K
New
$5.05M - $5.12M
208K $5.2M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
166K
+ 29.68%
$4.05M - $4.1M
727K $18.2M
Aug 09, 2023 Q2 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
164K
+ 202.1%
$3.99M - $4.04M
245K $6.13M
Jul 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
142K
+ 4.91%
$3.45M - $3.5M
3.03M $75.9M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
140K
+ 6.24%
$3.41M - $3.46M
2.39M $59.8M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
135K
+ 10.34%
$3.28M - $3.32M
1.44M $36M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
132K
+ 10.74%
$3.21M - $3.25M
1.36M $34M
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
113K
New
$2.76M - $2.8M
113K $2.84M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
107K
+ 6.82%
$2.61M - $2.64M
1.68M $42M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
94.7K
+ 7.89%
$2.3M - $2.33M
1.29M $32.4M
Aug 03, 2023 Q2 2023
Ogorek Anthony Joseph

BUY
 -
91.2K
+ 127.68%
$2.22M - $2.25M
163K $4.07M
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
81K
New
$1.97M - $2M
81K $2.03M
Jul 28, 2023 Q2 2023
Howland Capital Management LLC

BUY
 -
78.6K
+ 46.13%
$1.91M - $1.94M
249K $6.23M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
78.4K
+ 32.57%
$1.91M - $1.93M
319K $7.99M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
75K
+ 11.0%
$1.83M - $1.85M
757K $19M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
70.4K
+ 8.25%
$1.71M - $1.74M
924K $23.1M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
64.7K
+ 4.57%
$1.58M - $1.6M
1.48M $37.1M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
64.3K
+ 13.64%
$1.56M - $1.58M
536K $13.4M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
59.6K
+ 16.51%
$1.45M - $1.47M
420K $10.5M
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
59.1K
+ 33.74%
$1.44M - $1.46M
234K $5.87M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
58K
New
$1.41M - $1.43M
58K $1.45M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
56.1K
+ 175.89%
$1.36M - $1.38M
88K $2.2M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
55.9K
+ 24.13%
$1.36M - $1.38M
288K $7.2M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
53K
+ 33.77%
$1.29M - $1.31M
210K $5.26M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
52.8K
+ 10.53%
$1.29M - $1.3M
554K $13.9M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
52K
+ 525.64%
$1.27M - $1.28M
61.9K $1.55M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
47.9K
+ 61.29%
$1.17M - $1.18M
126K $3.16M
Jul 21, 2023 Q2 2023
Keeler T Homas Management LLC

BUY
 -
47.2K
+ 9.07%
$1.15M - $1.16M
568K $14.2M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
43.7K
+ 14.56%
$1.06M - $1.08M
344K $8.6M
Aug 10, 2023 Q2 2023
Corda Investment Management, Llc.

Houston, TX
BUY
 -
42.3K
+ 4.06%
$1.03M - $1.04M
1.08M $27.1M
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
39.1K
+ 6.33%
$952K - $965K
658K $16.5M
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
36.3K
New
$884K - $895K
36.3K $909K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
32.6K
New
$794K - $804K
32.6K $817K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
32.3K
+ 25.66%
$785K - $795K
158K $3.95M
Aug 15, 2023 Q2 2023
Ima Wealth, Inc.

Wichita, KS
BUY
 -
29.5K
+ 7.68%
$718K - $728K
414K $10.4M
Jul 17, 2023 Q2 2023
Pfg Private Wealth Management, LLC

BUY
 -
29.3K
+ 9.11%
$714K - $723K
351K $8.79M
Jul 19, 2023 Q2 2023
Granite Bay Wealth Management, LLC

BUY
 -
28.9K
+ 87.84%
$703K - $712K
61.8K $1.55M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
28K
+ 10.58%
$681K - $690K
292K $7.32M
Aug 07, 2023 Q2 2023
Summitry LLC

Foster City, CA
BUY
 -
27.1K
+ 2.03%
$661K - $669K
1.36M $34.1M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
25.7K
+ 5.03%
$625K - $633K
537K $13.4M
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

BUY
 -
25.2K
+ 78.42%
$612K - $620K
57.2K $1.43M
Jul 25, 2023 Q2 2023
Strid Group, LLC

BUY
 -
24.7K
+ 12.17%
$602K - $610K
228K $5.71M
Jul 19, 2023 Q2 2023
Leavell Investment Management, Inc.

BUY
 -
24.1K
+ 10.76%
$587K - $595K
248K $6.22M
Jul 12, 2023 Q2 2023
Matthew Goff Investment Advisor, LLC

BUY
 -
23.9K
+ 144.9%
$583K - $590K
40.5K $1.01M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
23.9K
+ 219.4%
$582K - $589K
34.8K $871K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
23.6K
+ 63.32%
$573K - $581K
60.8K $1.52M

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