Purchases and Sales Made in Q2 2025 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 2025. 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 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5M+ 2358.95% |
$125M - $126M
|
5.21M
$131M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
728KNew |
$18.2M - $18.3M
|
728K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
514KNew |
$12.9M - $12.9M
|
514K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
380K+ 640.36% |
$9.52M - $9.57M
|
439K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
336K+ 12.74% |
$8.42M - $8.46M
|
2.98M
$74.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
225K+ 575.71% |
$5.62M - $5.65M
|
264K
$6.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
204KNew |
$5.11M - $5.14M
|
204K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
181K+ 92.04% |
$4.54M - $4.56M
|
378K
$9.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
158KNew |
$3.95M - $3.97M
|
158K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
150K+ 9.1% |
$3.75M - $3.77M
|
1.8M
$45.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
149KNew |
$3.73M - $3.75M
|
149K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
135KNew |
$3.38M - $3.4M
|
135K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.2K+ 3.59% |
$2.08M - $2.09M
|
2.4M
$60.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
79.8K+ 13.87% |
$2M - $2.01M
|
655K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
76.7KNew |
$1.92M - $1.93M
|
76.7K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
59.6K+ 14.13% |
$1.49M - $1.5M
|
481K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53K+ 6.01% |
$1.33M - $1.34M
|
936K
$23.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51.3K+ 39.55% |
$1.28M - $1.29M
|
181K
$4.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
48.1K+ 53.33% |
$1.2M - $1.21M
|
138K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.9K+ 4.3% |
$1.12M - $1.13M
|
1.09M
$27.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
44.6K+ 4.63% |
$1.12M - $1.12M
|
1.01M
$25.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
44.4KNew |
$1.11M - $1.12M
|
44.4K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
43.6K+ 20.13% |
$1.09M - $1.1M
|
260K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.3K+ 187.98% |
$1.03M - $1.04M
|
63.2K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
40.7K+ 34.15% |
$1.02M - $1.02M
|
160K
$4.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
40.6K+ 65.78% |
$1.02M - $1.02M
|
102K
$2.58M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.2K+ 7.81% |
$1.01M - $1.01M
|
554K
$13.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
38.2K+ 70.82% |
$956K - $961K
|
92.1K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
34.9K+ 19.94% |
$873K - $878K
|
210K
$5.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
31.8KNew |
$797K - $802K
|
31.8K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.9K+ 14.77% |
$749K - $753K
|
232K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.4KNew |
$711K - $715K
|
28.4K
$714K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.1K+ 145.53% |
$704K - $708K
|
47.4K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
25.5K+ 2.06% |
$638K - $642K
|
1.26M
$31.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25.2K+ 8.21% |
$631K - $635K
|
332K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
23.9KNew |
$599K - $602K
|
23.9K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
23.3KNew |
$583K - $586K
|
23.3K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22.6K+ 3.36% |
$565K - $568K
|
694K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$538K - $541K
|
21.5K
$540K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2K+ 42.29% |
$531K - $534K
|
71.3K
$1.79M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2K+ 42.29% |
$531K - $534K
|
71.3K
$1.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
20.5KNew |
$513K - $516K
|
20.5K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9K+ 66.92% |
$498K - $501K
|
49.6K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19.6K+ 12.18% |
$491K - $494K
|
181K
$4.54M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
18.7KNew |
$467K - $470K
|
18.7K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.3K+ 14.52% |
$459K - $462K
|
145K
$3.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.2K+ 9.71% |
$430K - $433K
|
194K
$4.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.1KNew |
$404K - $406K
|
16.1K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
16K+ 4.9% |
$401K - $403K
|
342K
$8.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1K+ 20.49% |
$379K - $381K
|
89K
$2.24M
|