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 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6+ 0.06% |
$150 - $151
|
9.45K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6New |
$150 - $151
|
6
$151
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$50.1 - $50.4
|
9.19K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$25 - $25.2
|
40.2K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.03% |
$25 - $25.2
|
3.54K
$89K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18- 0.13% |
$451 - $453
|
14.3K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19- 0.05% |
$476 - $478
|
36K
$905K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-20- 2.73% |
$501 - $504
|
712
$17.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-138- 0.26% |
$3.46K - $3.47K
|
53.4K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
SELL
|
- |
-140- 0.42% |
$3.51K - $3.53K
|
33.6K
$844K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-176- 10.84% |
$4.41K - $4.43K
|
1.45K
$36.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-200- 2.42% |
$5.01K - $5.04K
|
8.05K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-204- 0.48% |
$5.11K - $5.14K
|
42.2K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-375- 4.03% |
$9.39K - $9.44K
|
8.94K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-381- 1.67% |
$9.54K - $9.59K
|
22.4K
$563K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-400- 2.01% |
$10K - $10.1K
|
19.5K
$491K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
SELL
|
- |
-407- 1.94% |
$10.2K - $10.2K
|
20.6K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-477- 0.6% |
$11.9K - $12K
|
79.5K
$2M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-500- 4.35% |
$12.5K - $12.6K
|
11K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-524- 0.73% |
$13.1K - $13.2K
|
71.1K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-536- 0.62% |
$13.4K - $13.5K
|
85.4K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-549- 0.1% |
$13.7K - $13.8K
|
532K
$13.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-669- 2.72% |
$16.8K - $16.8K
|
23.9K
$601K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-813- 0.47% |
$20.4K - $20.5K
|
172K
$4.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-848- 9.25% |
$21.2K - $21.4K
|
8.32K
$209K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-910- 4.29% |
$22.8K - $22.9K
|
20.3K
$511K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-946- 2.57% |
$23.7K - $23.8K
|
35.8K
$901K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-988- 0.96% |
$24.7K - $24.9K
|
102K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1K- 9.83% |
$25K - $25.2K
|
9.18K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.01K- 16.44% |
$25.3K - $25.5K
|
5.15K
$129K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.15K- 4.95% |
$28.7K - $28.9K
|
22.1K
$555K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 1.2% |
$30.1K - $30.3K
|
99.4K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.25K- 8.82% |
$31.2K - $31.4K
|
12.9K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.25K- 8.58% |
$31.4K - $31.5K
|
13.3K
$335K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.28K- 2.62% |
$31.9K - $32.1K
|
47.4K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.34K- 6.48% |
$33.6K - $33.7K
|
19.3K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.38K- 11.51% |
$34.6K - $34.8K
|
10.6K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.46K- 3.95% |
$36.7K - $36.9K
|
35.6K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.65K- 1.44% |
$41.4K - $41.6K
|
114K
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-1.66K- 4.81% |
$41.6K - $41.8K
|
32.8K
$826K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.97K- 94.11% |
$49.2K - $49.5K
|
123
$3.09K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.08K- 35.68% |
$52.1K - $52.4K
|
3.75K
$94.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.09K- 1.36% |
$52.4K - $52.7K
|
151K
$3.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-2.23K- 9.38% |
$55.7K - $56K
|
21.5K
$540K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.34K- 3.63% |
$58.5K - $58.9K
|
62.2K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-2.65K- 0.77% |
$66.4K - $66.7K
|
340K
$8.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.68K- 11.47% |
$67K - $67.4K
|
20.7K
$519K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.76K- 1.37% |
$69.1K - $69.5K
|
199K
$5M
|