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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
3.77K+ 6.88% |
$91.8K - $93K
|
58.6K
$1.47M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.67K+ 21.32% |
$89.3K - $90.5K
|
20.9K
$524K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.53K+ 2.74% |
$85.9K - $87K
|
133K
$3.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.23K+ 1.76% |
$78.7K - $79.7K
|
187K
$4.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.16K+ 33.84% |
$76.9K - $77.9K
|
12.5K
$313K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3K+ 30.93% |
$73K - $74K
|
12.7K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.78K+ 5.5% |
$67.8K - $68.6K
|
53.4K
$1.34M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.67K+ 2.67% |
$65K - $65.8K
|
103K
$2.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.52K+ 0.53% |
$61.3K - $62K
|
475K
$11.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.37K+ 16.88% |
$57.6K - $58.3K
|
16.4K
$411K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.25K+ 1.41% |
$54.8K - $55.5K
|
162K
$4.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.14K+ 1.72% |
$52.1K - $52.8K
|
127K
$3.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.07K+ 2.33% |
$50.4K - $51.1K
|
91.1K
$2.28M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.05KNew |
$49.8K - $50.5K
|
2.05K
$51.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 15.66% |
$49.5K - $50.2K
|
15K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 9.17% |
$42.5K - $43.1K
|
20.8K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.69K+ 2.36% |
$41.2K - $41.7K
|
73.5K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.32K+ 16.11% |
$32.2K - $32.6K
|
9.52K
$239K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.3K+ 5.24% |
$31.6K - $32K
|
26.1K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.29K+ 3.08% |
$31.4K - $31.8K
|
43.2K
$1.08M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.29K+ 2.34% |
$31.3K - $31.7K
|
56.2K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.29K+ 2.34% |
$31.3K - $31.7K
|
56.2K
$1.41M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.23K+ 5.98% |
$29.9K - $30.3K
|
21.8K
$547K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
1.22K+ 3.96% |
$29.7K - $30.1K
|
32K
$803K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.17K+ 6.63% |
$28.4K - $28.8K
|
18.8K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.08K+ 3.55% |
$26.3K - $26.6K
|
31.5K
$790K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.02KNew |
$24.9K - $25.2K
|
1.02K
$25.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.01K+ 1.13% |
$24.7K - $25K
|
90.9K
$2.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.01K+ 3.48% |
$24.6K - $24.9K
|
30K
$752K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.01K+ 189.47% |
$24.5K - $24.8K
|
1.54K
$38.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1K+ 10.77% |
$24.3K - $24.7K
|
10.3K
$258K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
962+ 211.43% |
$23.4K - $23.7K
|
1.42K
$35.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
962+ 211.43% |
$23.4K - $23.7K
|
1.42K
$35.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
825+ 0.56% |
$20.1K - $20.3K
|
147K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
800+ 4.07% |
$19.5K - $19.7K
|
20.5K
$513K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
771+ 1.82% |
$18.8K - $19K
|
43.1K
$1.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
755New |
$18.4K - $18.6K
|
755
$18.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
728+ 2.38% |
$17.7K - $17.9K
|
31.3K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
717+ 4.11% |
$17.5K - $17.7K
|
18.2K
$456K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
650+ 4.72% |
$15.8K - $16K
|
14.4K
$362K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
545+ 0.29% |
$13.3K - $13.4K
|
190K
$4.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
509New |
$12.4K - $12.5K
|
509
$12.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
490New |
$11.9K - $12.1K
|
490
$12.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
481+ 1.11% |
$11.7K - $11.9K
|
43.8K
$1.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
372+ 0.96% |
$9.05K - $9.17K
|
38.9K
$976K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
312+ 0.92% |
$7.59K - $7.69K
|
34.2K
$856K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
298+ 1.48% |
$7.25K - $7.35K
|
20.4K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
294+ 0.51% |
$7.16K - $7.25K
|
57.9K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
292+ 1.04% |
$7.11K - $7.2K
|
28.4K
$712K
|