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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
12.8KNew |
$320K - $321K
|
12.8K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
11.5K+ 2.35% |
$288K - $289K
|
501K
$12.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 0.47% |
$283K - $285K
|
2.42M
$60.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.96K+ 19.25% |
$249K - $251K
|
61.7K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.24K+ 6.58% |
$231K - $233K
|
150K
$3.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.85KNew |
$222K - $223K
|
8.85K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
8.56K+ 1.54% |
$214K - $216K
|
564K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.15K+ 2.65% |
$204K - $205K
|
316K
$7.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
8.03K+ 33.15% |
$201K - $202K
|
32.3K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.02K+ 59.37% |
$201K - $202K
|
21.5K
$541K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.43K+ 48.29% |
$186K - $187K
|
22.8K
$574K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.29K+ 16.45% |
$183K - $184K
|
51.6K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.99K+ 1.63% |
$175K - $176K
|
436K
$11M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6.96K+ 65.96% |
$174K - $175K
|
17.5K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.62K+ 1.01% |
$166K - $167K
|
662K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.32K+ 3.2% |
$158K - $159K
|
204K
$5.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.3K+ 1.81% |
$158K - $159K
|
355K
$8.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.11K+ 72.4% |
$153K - $154K
|
14.6K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.65K+ 21.06% |
$141K - $142K
|
32.5K
$817K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
5.63K+ 1.57% |
$141K - $142K
|
365K
$9.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.35K+ 2.73% |
$134K - $135K
|
201K
$5.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
5.16K+ 59.1% |
$129K - $130K
|
13.9K
$349K
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.03K+ 24.64% |
$126K - $127K
|
25.4K
$639K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 8.41% |
$123K - $123K
|
63.1K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.67K+ 1.95% |
$117K - $118K
|
244K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.64K+ 4.38% |
$116K - $117K
|
110K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.48K+ 2.56% |
$112K - $113K
|
179K
$4.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.21K+ 5.28% |
$105K - $106K
|
84K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4.2K+ 15.73% |
$105K - $106K
|
30.9K
$777K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.91K+ 6.04% |
$97.9K - $98.5K
|
68.7K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.52K+ 8.12% |
$88.2K - $88.7K
|
46.9K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 105.08% |
$86K - $86.4K
|
6.7K
$169K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.43K+ 6.42% |
$85.8K - $86.3K
|
56.8K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$75.1K - $75.5K
|
3K
$75.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.86K+ 4.18% |
$71.7K - $72.1K
|
71.3K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.78K+ 70.93% |
$69.7K - $70.1K
|
6.71K
$169K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.78K+ 5.58% |
$69.5K - $69.9K
|
52.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.62K+ 7.13% |
$65.6K - $65.9K
|
39.3K
$990K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.61K+ 7.4% |
$65.2K - $65.6K
|
37.8K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.41KNew |
$60.3K - $60.6K
|
2.41K
$60.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.39K+ 201.78% |
$59.8K - $60.1K
|
3.57K
$89.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.38K+ 2.08% |
$59.7K - $60K
|
117K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.11K+ 1.08% |
$52.7K - $53K
|
198K
$4.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.99KNew |
$49.9K - $50.2K
|
1.99K
$50.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.83K+ 1.6% |
$45.8K - $46.1K
|
117K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.82K+ 43.15% |
$45.6K - $45.9K
|
6.04K
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.67K+ 2.32% |
$41.9K - $42.2K
|
73.9K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.61K+ 3.36% |
$40.4K - $40.6K
|
49.6K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 9.45% |
$40.2K - $40.4K
|
18.6K
$468K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.61K+ 55.96% |
$40.2K - $40.4K
|
4.47K
$112K
|