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 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
23K+ 10.14% |
$560K - $567K
|
250K
$6.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
21.8KNew |
$531K - $537K
|
21.8K
$546K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$478K - $484K
|
19.6K
$492K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
18.5KNew |
$450K - $456K
|
18.5K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18K+ 7.55% |
$439K - $445K
|
257K
$6.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
16.8K+ 2.83% |
$410K - $415K
|
612K
$15.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
16.7K+ 4.26% |
$407K - $412K
|
409K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.1K+ 147.98% |
$393K - $398K
|
27K
$677K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
16.1K+ 1.18% |
$392K - $397K
|
1.38M
$34.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.6K+ 1.43% |
$380K - $385K
|
1.11M
$27.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.7KNew |
$357K - $361K
|
14.7K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
13.4KNew |
$326K - $330K
|
13.4K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13.3K+ 17.96% |
$324K - $328K
|
87.5K
$2.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
13.2K+ 42.95% |
$321K - $325K
|
43.9K
$1.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 4.77% |
$314K - $318K
|
283K
$7.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.9K+ 47.08% |
$313K - $317K
|
40.2K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8K+ 16.74% |
$313K - $317K
|
89.5K
$2.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 17.06% |
$308K - $312K
|
86.7K
$2.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.6K+ 13.48% |
$307K - $311K
|
106K
$2.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 8.13% |
$298K - $301K
|
163K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
12.1K+ 5.19% |
$295K - $299K
|
245K
$6.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
11.8K+ 9.9% |
$288K - $291K
|
131K
$3.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$286K - $290K
|
11.8K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$281K - $285K
|
11.5K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 14.82% |
$272K - $276K
|
86.6K
$2.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
10.8K+ 6.72% |
$262K - $265K
|
171K
$4.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.8K+ 2.07% |
$262K - $265K
|
531K
$13.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
10.6K+ 11.23% |
$259K - $262K
|
105K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
8.48K+ 2.58% |
$207K - $209K
|
337K
$8.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
7.51K+ 1.79% |
$183K - $185K
|
427K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.92K+ 14.34% |
$168K - $171K
|
55.2K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
6.74K+ 3.18% |
$164K - $166K
|
219K
$5.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.62K+ 2.72% |
$161K - $163K
|
250K
$6.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
6.43K+ 13.81% |
$156K - $158K
|
53K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.22K+ 73.97% |
$151K - $153K
|
14.6K
$366K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.12K+ 2.1% |
$149K - $151K
|
297K
$7.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.1K+ 49.78% |
$148K - $150K
|
18.4K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
6.03K+ 8.88% |
$147K - $149K
|
73.9K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.33K+ 14.41% |
$130K - $131K
|
42.3K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.03K+ 32.3% |
$122K - $124K
|
20.6K
$515K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.99K+ 20.0% |
$122K - $123K
|
30K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
4.92K+ 1.82% |
$120K - $121K
|
275K
$6.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.52K+ 10.65% |
$110K - $111K
|
47K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.46K+ 3.49% |
$108K - $110K
|
132K
$3.31M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.41KNew |
$107K - $109K
|
4.41K
$111K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
4.39K+ 3.11% |
$107K - $108K
|
146K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.02K+ 5.56% |
$97.9K - $99.1K
|
76.3K
$1.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.92K+ 46.11% |
$95.4K - $96.6K
|
12.4K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.86K+ 7.3% |
$94K - $95.1K
|
56.7K
$1.42M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.82K+ 0.49% |
$93.1K - $94.2K
|
783K
$19.6M
|