Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.33MNew |
$32.1M - $33.4M
|
1.33M
$33.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
754K+ 2708.03% |
$18.2M - $18.9M
|
782K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
687KNew |
$16.5M - $17.2M
|
687K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
687KNew |
$16.5M - $17.2M
|
687K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
675K+ 216.92% |
$16.2M - $16.9M
|
986K
$24.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
649K+ 65.74% |
$15.6M - $16.2M
|
1.64M
$41.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
502K+ 41.47% |
$12.1M - $12.6M
|
1.71M
$43M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
326K+ 603.82% |
$7.85M - $8.16M
|
380K
$9.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
296K+ 33.68% |
$7.13M - $7.41M
|
1.18M
$29.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
272K+ 21.64% |
$6.56M - $6.82M
|
1.53M
$38.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
263K+ 37.04% |
$6.34M - $6.59M
|
974K
$24.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
248K+ 38.76% |
$5.97M - $6.2M
|
887K
$22.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
227K+ 381.82% |
$5.47M - $5.69M
|
287K
$7.21M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
227K+ 56.23% |
$5.46M - $5.68M
|
631K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
182K+ 3.93% |
$4.38M - $4.55M
|
4.81M
$121M
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
182KNew |
$4.37M - $4.54M
|
182K
$4.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
176K+ 19.69% |
$4.24M - $4.41M
|
1.07M
$26.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
172K+ 74.66% |
$4.14M - $4.31M
|
403K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
165K+ 449.28% |
$3.97M - $4.12M
|
201K
$5.06M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
162KNew |
$3.91M - $4.06M
|
162K
$4.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
155K+ 19.05% |
$3.73M - $3.88M
|
968K
$24.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
149KNew |
$3.6M - $3.74M
|
149K
$3.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
124K+ 40.55% |
$2.98M - $3.1M
|
429K
$10.8M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
109K+ 429.41% |
$2.63M - $2.73M
|
135K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.3K+ 65.12% |
$2.37M - $2.46M
|
249K
$6.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
98.1K+ 15.89% |
$2.36M - $2.46M
|
716K
$18M
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
93K+ 33.61% |
$2.24M - $2.33M
|
370K
$9.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
87.3KNew |
$2.1M - $2.18M
|
87.3K
$2.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
87KNew |
$2.1M - $2.18M
|
87K
$2.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
86.5K+ 93.42% |
$2.08M - $2.17M
|
179K
$4.51M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
79.8K+ 18.61% |
$1.92M - $2M
|
509K
$12.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
78K+ 38.01% |
$1.88M - $1.95M
|
283K
$7.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
77.9K+ 2.93% |
$1.88M - $1.95M
|
2.73M
$68.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
69K+ 85.66% |
$1.66M - $1.73M
|
150K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66K+ 25.39% |
$1.59M - $1.65M
|
326K
$8.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
64.3K+ 40.48% |
$1.55M - $1.61M
|
223K
$5.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.7K+ 330.71% |
$1.53M - $1.59M
|
82.9K
$2.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63K+ 104.47% |
$1.52M - $1.58M
|
123K
$3.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
59.1K+ 4.34% |
$1.42M - $1.48M
|
1.42M
$35.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
58.3K+ 524.94% |
$1.4M - $1.46M
|
69.4K
$1.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56.1K+ 3012.24% |
$1.35M - $1.4M
|
58K
$1.46M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
54.9K+ 203.42% |
$1.32M - $1.37M
|
81.9K
$2.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
53.2K+ 15.34% |
$1.28M - $1.33M
|
400K
$10.1M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
48KNew |
$1.16M - $1.2M
|
48K
$1.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
40.3KNew |
$970K - $1.01M
|
40.3K
$1.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35.7K+ 50.89% |
$861K - $894K
|
106K
$2.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
35.2K+ 24.25% |
$847K - $880K
|
180K
$4.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
31.4K+ 72.84% |
$755K - $785K
|
74.4K
$1.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
30KNew |
$722K - $751K
|
30K
$755K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.5K+ 110.07% |
$710K - $738K
|
56.2K
$1.41M
|