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 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-2.8K- 18.67% |
$70.2K - $70.6K
|
12.2K
$307K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.86K- 14.63% |
$71.5K - $71.9K
|
16.7K
$419K
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.94K- 3.31% |
$73.5K - $73.9K
|
85.8K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3K- 1.87% |
$75K - $75.5K
|
158K
$3.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3K- 21.82% |
$75.1K - $75.5K
|
10.8K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.06K- 68.0% |
$76.6K - $77.1K
|
1.44K
$36.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-3.3K- 1.76% |
$82.5K - $83K
|
184K
$4.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-3.55K- 7.85% |
$88.8K - $89.3K
|
41.6K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-4K- 1.37% |
$100K - $101K
|
289K
$7.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.1K- 4.9% |
$103K - $103K
|
79.4K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.16K- 11.33% |
$104K - $105K
|
32.5K
$819K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.17K- 4.61% |
$104K - $105K
|
86.3K
$2.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.18K- 8.36% |
$105K - $105K
|
45.9K
$1.15M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.22K- 2.4% |
$106K - $106K
|
171K
$4.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.23K- 0.69% |
$106K - $106K
|
607K
$15.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-4.28K- 1.38% |
$107K - $108K
|
307K
$7.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.42K- 15.12% |
$111K - $111K
|
24.8K
$625K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.91K- 1.78% |
$123K - $124K
|
271K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5K- 19.34% |
$125K - $126K
|
20.9K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.32K- 3.88% |
$133K - $134K
|
132K
$3.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-5.44K- 2.15% |
$136K - $137K
|
248K
$6.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.69K- 6.33% |
$142K - $143K
|
84.2K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-5.72K- 12.17% |
$143K - $144K
|
41.2K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.72K- 17.98% |
$143K - $144K
|
26.1K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.86K- 4.88% |
$147K - $148K
|
114K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.01K- 5.18% |
$151K - $151K
|
110K
$2.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.42K- 1.09% |
$161K - $162K
|
582K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.64K- 2.04% |
$166K - $167K
|
319K
$8.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.73K- 2.23% |
$169K - $170K
|
295K
$7.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-7.09K- 22.49% |
$178K - $179K
|
24.4K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.72K- 1.67% |
$193K - $194K
|
455K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-7.93K- 1.67% |
$199K - $200K
|
468K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9.15K- 2.19% |
$229K - $230K
|
408K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-9.26K- 36.72% |
$232K - $233K
|
16K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-9.4K- 3.55% |
$235K - $237K
|
255K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-9.67K- 4.11% |
$242K - $243K
|
226K
$5.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.7K- 4.88% |
$243K - $244K
|
189K
$4.75M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.7K- 22.69% |
$243K - $244K
|
33K
$831K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.84K- 23.72% |
$246K - $248K
|
31.6K
$795K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.86K- 4.42% |
$247K - $248K
|
213K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.89K- 13.98% |
$248K - $249K
|
60.8K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-10.1K- 72.58% |
$253K - $254K
|
3.81K
$95.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.5K- 56.62% |
$262K - $264K
|
8.03K
$202K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-10.5K- 1.07% |
$264K - $265K
|
979K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.6K- 1.84% |
$266K - $267K
|
567K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 5.09% |
$267K - $268K
|
198K
$4.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-10.9K- 31.75% |
$272K - $274K
|
23.4K
$588K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2K- 6.2% |
$281K - $283K
|
170K
$4.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-11.5K- 23.16% |
$288K - $290K
|
38.2K
$960K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-11.5K- 10.8% |
$289K - $290K
|
95.2K
$2.39M
|