Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
545+ 0.27% |
$13.5K - $13.5K
|
201K
$5.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
438+ 1.03% |
$10.8K - $10.9K
|
43.1K
$1.08M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
425+ 1.66% |
$10.5K - $10.6K
|
26.1K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
425+ 1.66% |
$10.5K - $10.6K
|
26.1K
$656K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
405+ 1.82% |
$10K - $10.1K
|
22.6K
$569K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
367+ 2.08% |
$9.06K - $9.12K
|
18K
$453K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
333+ 0.59% |
$8.22K - $8.28K
|
56.5K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
328+ 1.09% |
$8.1K - $8.15K
|
30.4K
$766K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
320New |
$7.9K - $7.96K
|
320
$8.05K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
300+ 2.84% |
$7.41K - $7.46K
|
10.9K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
229+ 0.08% |
$5.65K - $5.69K
|
298K
$7.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
184+ 0.64% |
$4.54K - $4.57K
|
28.7K
$722K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
165+ 1.79% |
$4.07K - $4.1K
|
9.37K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
137+ 0.96% |
$3.38K - $3.41K
|
14.5K
$364K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
125+ 2.02% |
$3.09K - $3.11K
|
6.31K
$159K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
112+ 0.95% |
$2.77K - $2.78K
|
11.9K
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
107+ 0.65% |
$2.64K - $2.66K
|
16.5K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
93+ 0.42% |
$2.3K - $2.31K
|
22.5K
$565K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
66+ 0.16% |
$1.63K - $1.64K
|
40.6K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37+ 0.76% |
$914 - $920
|
4.88K
$123K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
35+ 0.41% |
$864 - $870
|
8.55K
$215K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
35+ 0.33% |
$864 - $870
|
10.7K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
33+ 0.39% |
$815 - $820
|
8.59K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
20+ 0.17% |
$494 - $497
|
11.8K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 1.1% |
$420 - $423
|
1.56K
$39.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13+ 0.83% |
$321 - $323
|
1.58K
$39.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
8+ 0.01% |
$198 - $199
|
72.3K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.03% |
$173 - $174
|
20.1K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$98.8 - $99.4
|
4
$101
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$49.4 - $49.7
|
5.35K
$135K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$24.7 - $24.9
|
34.9K
$877K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.04% |
$24.7 - $24.9
|
2.24K
$56.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-90- 0.36% |
$2.22K - $2.24K
|
25.1K
$632K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-99- 1.28% |
$2.44K - $2.46K
|
7.62K
$192K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-205- 0.93% |
$5.06K - $5.1K
|
21.9K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-225- 0.62% |
$5.56K - $5.59K
|
36.1K
$908K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-252- 1.34% |
$6.22K - $6.26K
|
18.5K
$466K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-258- 1.88% |
$6.37K - $6.41K
|
13.5K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-275- 0.22% |
$6.79K - $6.84K
|
127K
$3.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-299- 0.05% |
$7.38K - $7.43K
|
556K
$14M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-302- 1.11% |
$7.46K - $7.51K
|
26.9K
$677K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-465- 90.29% |
$11.5K - $11.6K
|
50
$1.26K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-475- 0.15% |
$11.7K - $11.8K
|
310K
$7.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-531- 0.29% |
$13.1K - $13.2K
|
183K
$4.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-558- 1.12% |
$13.8K - $13.9K
|
49.2K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-583- 3.93% |
$14.4K - $14.5K
|
14.2K
$358K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-700- 25.93% |
$17.3K - $17.4K
|
2K
$50.3K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-749- 0.39% |
$18.5K - $18.6K
|
192K
$4.83M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-800- 5.0% |
$19.8K - $19.9K
|
15.2K
$383K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-925- 7.22% |
$22.8K - $23K
|
11.9K
$299K
|