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 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11.5K- 9.67% |
$289K - $291K
|
108K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-11.6K- 45.25% |
$289K - $291K
|
14K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-12.2K- 1.51% |
$306K - $308K
|
797K
$20M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-12.7K- 21.26% |
$319K - $320K
|
47.1K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-12.9K- 25.98% |
$323K - $325K
|
36.7K
$924K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13K- 9.66% |
$326K - $328K
|
122K
$3.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 4.01% |
$332K - $334K
|
317K
$7.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-13.8K- 81.51% |
$346K - $348K
|
3.13K
$78.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-14.1K- 24.93% |
$353K - $355K
|
42.5K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-14.3K- 8.43% |
$357K - $359K
|
155K
$3.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-15.3K- 9.98% |
$384K - $386K
|
138K
$3.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-15.4K- 97.11% |
$385K - $387K
|
457
$11.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-16.1K- 47.52% |
$403K - $405K
|
17.8K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.8K- 90.24% |
$420K - $422K
|
1.81K
$45.6K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.9K- 9.43% |
$422K - $425K
|
162K
$4.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-19.9K- 7.77% |
$497K - $500K
|
236K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21.2K- 35.31% |
$531K - $534K
|
38.8K
$976K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.3K- 9.5% |
$559K - $562K
|
213K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-22.7K- 17.97% |
$570K - $573K
|
104K
$2.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23.7K- 45.31% |
$593K - $597K
|
28.6K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 2.6% |
$615K - $619K
|
922K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-24.8K- 93.47% |
$620K - $624K
|
1.73K
$43.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-25.2K- 7.33% |
$632K - $635K
|
319K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.3K- 16.27% |
$810K - $814K
|
166K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33.9K- 4.34% |
$848K - $853K
|
748K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-34K- 3.64% |
$851K - $855K
|
900K
$22.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-42.9K- 12.14% |
$1.07M - $1.08M
|
310K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-43.6K- 54.92% |
$1.09M - $1.1M
|
35.8K
$901K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-43.7K- 9.57% |
$1.09M - $1.1M
|
413K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-46.9K- 87.35% |
$1.17M - $1.18M
|
6.79K
$171K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-49.8K- 12.54% |
$1.25M - $1.25M
|
347K
$8.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-59.7K- 42.64% |
$1.49M - $1.5M
|
80.3K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.3K- 5.24% |
$1.51M - $1.52M
|
1.09M
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.8K- 5.87% |
$1.57M - $1.58M
|
1.01M
$25.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-63.5K- 6.69% |
$1.59M - $1.6M
|
886K
$22.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-69.1K- 12.74% |
$1.73M - $1.74M
|
473K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-73.2K- 5.4% |
$1.83M - $1.84M
|
1.28M
$32.2M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-77.2K- 29.64% |
$1.93M - $1.94M
|
183K
$4.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-78.5K- 8.14% |
$1.97M - $1.98M
|
885K
$22.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82K- 13.75% |
$2.05M - $2.07M
|
514K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-84.8K- 53.66% |
$2.12M - $2.13M
|
73.2K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-89.8K- 19.84% |
$2.25M - $2.26M
|
363K
$9.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-92.1K- 13.76% |
$2.31M - $2.32M
|
577K
$14.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-107K- 18.1% |
$2.67M - $2.68M
|
482K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-108K- 79.93% |
$2.7M - $2.72M
|
27.1K
$681K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-121K- 8.48% |
$3.03M - $3.05M
|
1.31M
$32.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-122K- 11.79% |
$3.05M - $3.06M
|
910K
$22.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-131K- 76.0% |
$3.28M - $3.3M
|
41.4K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-149K- 16.42% |
$3.74M - $3.76M
|
760K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-157K- 52.13% |
$3.94M - $3.96M
|
145K
$3.64M
|