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 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.81KNew |
$43.5K - $45.2K
|
1.81K
$45.4K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.73K+ 10.03% |
$41.5K - $43.2K
|
18.9K
$476K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.6K+ 3.25% |
$38.6K - $40.1K
|
50.9K
$1.28M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 1.53% |
$36.1K - $37.5K
|
99.8K
$2.51M
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5K+ 20.69% |
$36.1K - $37.5K
|
8.75K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.48K+ 4.07% |
$35.5K - $36.9K
|
37.7K
$948K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.44K+ 80.45% |
$34.7K - $36K
|
3.23K
$81.3K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.4K+ 5.01% |
$33.7K - $35K
|
29.3K
$738K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.14K+ 5.25% |
$27.4K - $28.4K
|
22.8K
$573K
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.13K+ 1.31% |
$27.2K - $28.3K
|
87.7K
$2.21M
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.06K+ 4.73% |
$25.5K - $26.5K
|
23.5K
$591K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.05K+ 9.67% |
$25.3K - $26.3K
|
11.9K
$300K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
554+ 0.97% |
$13.3K - $13.9K
|
57.6K
$1.45M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
426+ 0.26% |
$10.3K - $10.7K
|
165K
$4.15M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
404+ 0.32% |
$9.73K - $10.1K
|
125K
$3.15M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
281+ 2.64% |
$6.77K - $7.03K
|
10.9K
$275K
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
220+ 0.07% |
$5.3K - $5.51K
|
334K
$8.41M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
217New |
$5.23K - $5.43K
|
217
$5.46K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
181+ 0.71% |
$4.36K - $4.53K
|
25.6K
$644K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
176New |
$4.24K - $4.41K
|
176
$4.43K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
149+ 1.07% |
$3.59K - $3.73K
|
14.1K
$354K
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
77+ 0.08% |
$1.85K - $1.93K
|
97.5K
$2.45M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
49+ 0.32% |
$1.18K - $1.23K
|
15.6K
$392K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
26+ 0.43% |
$626 - $651
|
6.08K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
16+ 0.06% |
$385 - $400
|
29.1K
$731K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
12+ 0.02% |
$289 - $300
|
56.4K
$1.42M
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$120 - $125
|
7.75K
$195K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 4.0% |
$96.3 - $100
|
96
$2.42K
|
|
Oct 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-10- 0.01% |
$241 - $250
|
87K
$2.19M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-25- 0.75% |
$602 - $626
|
3.33K
$83.7K
|
|
Nov 14, 2022
Q3 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-200- 0.09% |
$4.82K - $5.01K
|
231K
$5.8M
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-268- 0.16% |
$6.45K - $6.71K
|
169K
$4.24M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-384- 1.81% |
$9.25K - $9.61K
|
20.9K
$525K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-422- 4.04% |
$10.2K - $10.6K
|
10K
$252K
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
SELL
|
- |
-458- 0.66% |
$11K - $11.5K
|
68.8K
$1.73M
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-460- 1.05% |
$11.1K - $11.5K
|
43.3K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-499- 4.83% |
$12K - $12.5K
|
9.84K
$247K
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-500- 1.03% |
$12K - $12.5K
|
47.9K
$1.21M
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-660- 1.91% |
$15.9K - $16.5K
|
33.9K
$852K
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-691- 0.9% |
$16.6K - $17.3K
|
75.8K
$1.91M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-789- 0.96% |
$19K - $19.7K
|
81.7K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-942- 5.88% |
$22.7K - $23.6K
|
15.1K
$379K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.03K- 3.21% |
$24.7K - $25.7K
|
30.9K
$778K
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.49K- 4.96% |
$35.9K - $37.3K
|
28.5K
$718K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.27K- 3.09% |
$54.6K - $56.8K
|
71.2K
$1.79M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.75K- 1.25% |
$66.2K - $68.8K
|
216K
$5.44M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.81K- 5.78% |
$67.7K - $70.4K
|
45.9K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.93K- 5.87% |
$70.5K - $73.3K
|
46.9K
$1.18M
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.02K- 2.24% |
$72.6K - $75.5K
|
132K
$3.31M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.23K- 3.19% |
$77.9K - $80.9K
|
98.1K
$2.47M
|