Purchases and Sales Made in Q2 2023 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 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
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600K+ 33.27% |
$14.6M - $14.8M
|
2.4M
$60.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
496K+ 18.43% |
$12.1M - $12.2M
|
3.19M
$80.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
208KNew |
$5.05M - $5.12M
|
208K
$5.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
166K+ 29.68% |
$4.05M - $4.1M
|
727K
$18.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
164K+ 202.1% |
$3.99M - $4.04M
|
245K
$6.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
142K+ 4.91% |
$3.45M - $3.5M
|
3.03M
$76.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
140K+ 6.24% |
$3.41M - $3.46M
|
2.39M
$60.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
135K+ 10.34% |
$3.28M - $3.32M
|
1.44M
$36.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 10.74% |
$3.21M - $3.25M
|
1.36M
$34.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
128K+ 61.25% |
$3.11M - $3.15M
|
336K
$8.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
113KNew |
$2.76M - $2.8M
|
113K
$2.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 6.82% |
$2.61M - $2.64M
|
1.68M
$42.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.7K+ 7.89% |
$2.3M - $2.33M
|
1.29M
$32.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
91.2K+ 127.68% |
$2.22M - $2.25M
|
163K
$4.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
81KNew |
$1.97M - $2M
|
81K
$2.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
78.6K+ 46.13% |
$1.91M - $1.94M
|
249K
$6.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
78.4K+ 32.57% |
$1.91M - $1.93M
|
319K
$8.03M
|
|
|
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
$23.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.7K+ 4.57% |
$1.58M - $1.6M
|
1.48M
$37.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.3K+ 13.64% |
$1.56M - $1.58M
|
536K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
59.6K+ 16.51% |
$1.45M - $1.47M
|
420K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
59.1K+ 33.74% |
$1.44M - $1.46M
|
234K
$5.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
58KNew |
$1.41M - $1.43M
|
58K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
56.1K+ 175.89% |
$1.36M - $1.38M
|
88K
$2.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55.9K+ 24.13% |
$1.36M - $1.38M
|
288K
$7.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53K+ 33.77% |
$1.29M - $1.31M
|
210K
$5.28M
|
|
|
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
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
47.9K+ 61.29% |
$1.17M - $1.18M
|
126K
$3.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
47.2K+ 9.07% |
$1.15M - $1.16M
|
568K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
43.7K+ 14.56% |
$1.06M - $1.08M
|
344K
$8.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
42.3K+ 4.06% |
$1.03M - $1.04M
|
1.08M
$27.3M
|
|
|
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
|
- |
36.3KNew |
$884K - $895K
|
36.3K
$913K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32.6KNew |
$794K - $804K
|
32.6K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.3K+ 25.66% |
$785K - $795K
|
158K
$3.97M
|
|
|
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
$8.83M
|
|
|
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
$7.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
27.1K+ 2.03% |
$661K - $669K
|
1.36M
$34.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.7K+ 5.03% |
$625K - $633K
|
537K
$13.5M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
25.2K+ 78.42% |
$612K - $620K
|
57.2K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Strid Group, LLC
|
BUY
|
- |
24.7K+ 12.17% |
$602K - $610K
|
228K
$5.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.1K+ 10.76% |
$587K - $595K
|
248K
$6.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
23.9K+ 144.9% |
$583K - $590K
|
40.5K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.9K+ 219.4% |
$582K - $589K
|
34.8K
$875K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.6K+ 63.32% |
$573K - $581K
|
60.8K
$1.53M
|