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
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.14K- 1.46% |
$76.5K - $77.5K
|
212K
$5.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.39K- 11.37% |
$82.5K - $83.5K
|
26.4K
$664K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.6K- 2.03% |
$87.6K - $88.7K
|
174K
$4.37M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.61K- 10.73% |
$87.8K - $89K
|
30K
$755K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.08K- 5.39% |
$99.3K - $101K
|
71.6K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-4.21K- 10.45% |
$103K - $104K
|
36.1K
$908K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.49K- 3.46% |
$109K - $111K
|
125K
$3.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-4.59K- 3.84% |
$112K - $113K
|
115K
$2.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-5.43K- 22.22% |
$132K - $134K
|
19K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.45K- 30.77% |
$133K - $134K
|
12.3K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.21K- 1.38% |
$151K - $153K
|
443K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.7K- 18.73% |
$163K - $165K
|
29K
$731K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.5K- 11.47% |
$183K - $185K
|
57.9K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7.51K- 18.14% |
$183K - $185K
|
33.9K
$852K
|
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-9.6K- 1.38% |
$234K - $237K
|
687K
$17.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 98.19% |
$262K - $265K
|
198
$4.98K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-15K- 1.52% |
$364K - $369K
|
971K
$24.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-15.5K- 29.08% |
$377K - $382K
|
37.8K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-23.4K- 29.25% |
$569K - $576K
|
56.5K
$1.42M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-26.1K- 35.75% |
$636K - $644K
|
47K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-29.3K- 27.24% |
$714K - $723K
|
78.4K
$1.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.2K- 12.49% |
$785K - $795K
|
226K
$5.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45.6K- 28.27% |
$1.11M - $1.12M
|
116K
$2.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-48K- 43.78% |
$1.17M - $1.18M
|
61.7K
$1.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-53.5K- 11.83% |
$1.3M - $1.32M
|
398K
$10M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-60.5K- 63.55% |
$1.47M - $1.49M
|
34.7K
$872K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72.8K- 26.33% |
$1.77M - $1.8M
|
204K
$5.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-84.2K- 86.36% |
$2.05M - $2.08M
|
13.3K
$334K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-155K- 29.08% |
$3.78M - $3.83M
|
379K
$9.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-196K- 11.13% |
$4.76M - $4.83M
|
1.56M
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-233K- 70.59% |
$5.68M - $5.75M
|
97.1K
$2.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-256K- 4.0% |
$6.22M - $6.3M
|
6.14M
$154M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-275K- 99.28% |
$6.69M - $6.77M
|
1.99K
$49.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-505K- 96.64% |
$12.3M - $12.4M
|
17.5K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-637K- 57.13% |
$15.5M - $15.7M
|
478K
$12M
|