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 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
262New |
$6.38K - $6.46K
|
262
$6.59K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
179+ 0.79% |
$4.36K - $4.41K
|
22.8K
$574K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
174+ 0.67% |
$4.24K - $4.29K
|
26K
$654K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
149+ 0.48% |
$3.63K - $3.67K
|
31.4K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$2.43K - $2.47K
|
100
$2.52K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
71+ 0.79% |
$1.73K - $1.75K
|
9.08K
$228K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
70+ 0.17% |
$1.7K - $1.73K
|
40.2K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
30+ 0.27% |
$730 - $740
|
11.4K
$285K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
23+ 0.13% |
$560 - $567
|
18K
$453K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.08% |
$316 - $320
|
16.6K
$418K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
11+ 0.72% |
$268 - $271
|
1.53K
$38.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$195 - $197
|
7.86K
$198K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.01% |
$97.4 - $98.6
|
55K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-22- 88.0% |
$535 - $542
|
3
$75.4
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-147- 1.05% |
$3.58K - $3.62K
|
13.8K
$348K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-222- 0.41% |
$5.4K - $5.47K
|
54.4K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-300- 0.29% |
$7.3K - $7.4K
|
104K
$2.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-406- 34.06% |
$9.88K - $10K
|
786
$19.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-443- 2.96% |
$10.8K - $10.9K
|
14.5K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-500- 2.78% |
$12.2K - $12.3K
|
17.5K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-681- 0.74% |
$16.6K - $16.8K
|
90.8K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-745- 0.1% |
$18.1K - $18.4K
|
746K
$18.8M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-755- 7.78% |
$18.4K - $18.6K
|
8.95K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-974- 31.94% |
$23.7K - $24K
|
2.08K
$52.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1K- 4.41% |
$24.3K - $24.7K
|
21.7K
$545K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 8.82% |
$25.6K - $25.9K
|
10.9K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 6.25% |
$26.2K - $26.5K
|
16.2K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.1K- 13.86% |
$26.7K - $27K
|
6.81K
$171K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.15K- 6.06% |
$28K - $28.3K
|
17.8K
$448K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.2K- 1.23% |
$29.2K - $29.6K
|
96.3K
$2.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.22K- 2.79% |
$29.6K - $30K
|
42.4K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.36K- 23.92% |
$33.1K - $33.5K
|
4.33K
$109K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.43K- 3.65% |
$34.9K - $35.3K
|
37.8K
$950K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44K- 0.29% |
$35.1K - $35.5K
|
498K
$12.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.5K- 1.79% |
$36.4K - $36.9K
|
81.8K
$2.06M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.51K- 3.64% |
$36.6K - $37.1K
|
39.8K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.62K- 0.6% |
$39.5K - $40K
|
270K
$6.79M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.72K- 0.72% |
$41.8K - $42.3K
|
238K
$5.99M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.72K- 0.72% |
$41.8K - $42.3K
|
238K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.77K- 31.78% |
$43.1K - $43.6K
|
3.8K
$95.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.78K- 9.51% |
$43.3K - $43.9K
|
16.9K
$426K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.8K- 7.63% |
$43.8K - $44.4K
|
21.8K
$548K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.01K- 4.18% |
$48.8K - $49.4K
|
46K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.02K- 17.75% |
$49K - $49.7K
|
9.34K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.02K- 1.54% |
$49.1K - $49.7K
|
129K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.33K- 11.73% |
$56.8K - $57.5K
|
17.6K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 1.99% |
$59.2K - $60K
|
120K
$3.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.61K- 7.49% |
$63.6K - $64.4K
|
32.2K
$811K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.68K- 2.83% |
$65.2K - $66K
|
92K
$2.32M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.72K- 7.28% |
$66.2K - $67K
|
34.6K
$871K
|