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 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.48K+ 4.65% |
$37.1K - $37.3K
|
33.3K
$838K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.44K+ 1.73% |
$36K - $36.2K
|
84.3K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1.4K+ 6.32% |
$35K - $35.2K
|
23.5K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.16K+ 0.4% |
$29.1K - $29.3K
|
292K
$7.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 10.87% |
$27.7K - $27.8K
|
11.3K
$284K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 4.87% |
$27.2K - $27.3K
|
23.4K
$589K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
1K+ 3.83% |
$25K - $25.2K
|
27.1K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
950+ 1.16% |
$23.8K - $23.9K
|
83.2K
$2.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
929+ 34.42% |
$23.3K - $23.4K
|
3.63K
$91.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
821+ 12.66% |
$20.6K - $20.7K
|
7.31K
$184K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
768+ 1.28% |
$19.2K - $19.3K
|
60.7K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
762+ 1.4% |
$19.1K - $19.2K
|
55.2K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
710+ 1.21% |
$17.8K - $17.9K
|
59.2K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
577+ 1.34% |
$14.4K - $14.5K
|
43.6K
$1.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
498+ 2.49% |
$12.5K - $12.5K
|
20.5K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
489+ 0.85% |
$12.2K - $12.3K
|
58.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
477+ 0.63% |
$11.9K - $12K
|
75.7K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
447+ 1.99% |
$11.2K - $11.3K
|
22.9K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
403+ 1.84% |
$10.1K - $10.1K
|
22.3K
$562K
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
383+ 1.0% |
$9.59K - $9.64K
|
38.8K
$977K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
335+ 1.96% |
$8.39K - $8.44K
|
17.4K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
300+ 2.36% |
$7.51K - $7.55K
|
13K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
262New |
$6.56K - $6.6K
|
262
$6.59K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
240+ 2.91% |
$6.01K - $6.04K
|
8.49K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
185New |
$4.63K - $4.66K
|
185
$4.65K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
183+ 0.0% |
$4.58K - $4.61K
|
3.79M
$95.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
168+ 1.03% |
$4.21K - $4.23K
|
16.4K
$413K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
156+ 1.9% |
$3.91K - $3.93K
|
8.36K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
153+ 0.23% |
$3.83K - $3.85K
|
67.3K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
140+ 0.61% |
$3.51K - $3.53K
|
23K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
131+ 1.03% |
$3.28K - $3.3K
|
12.8K
$322K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
127+ 1.04% |
$3.18K - $3.2K
|
12.4K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
116+ 0.29% |
$2.9K - $2.92K
|
39.5K
$994K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
100+ 0.43% |
$2.5K - $2.52K
|
23.4K
$589K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
95+ 0.08% |
$2.38K - $2.39K
|
117K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
73+ 0.52% |
$1.83K - $1.84K
|
14.2K
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
64+ 0.16% |
$1.6K - $1.61K
|
40.2K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
55+ 0.21% |
$1.38K - $1.38K
|
25.7K
$647K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 0.5% |
$1.33K - $1.33K
|
10.7K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
47+ 0.44% |
$1.18K - $1.18K
|
10.8K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
38+ 0.18% |
$952 - $957
|
20.9K
$525K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.47% |
$952 - $957
|
8.04K
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
33+ 0.07% |
$826 - $831
|
48.9K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
33+ 0.04% |
$826 - $831
|
81.9K
$2.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
32+ 0.18% |
$801 - $806
|
17.9K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
30+ 0.16% |
$751 - $755
|
19.3K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 0.09% |
$551 - $554
|
25.9K
$651K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.01% |
$200 - $201
|
92.3K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.04% |
$200 - $201
|
17.9K
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.02% |
$175 - $176
|
39.6K
$995K
|