Purchases and Sales Made in Q4 2022 in Ishares Ibonds Dec 2025 Term C (IBDQ)

IBDQ Quotes by TradingView

This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ) during Q4 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
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

BUY
 -
33.1K
+ 602.64%
$789K - $810K
38.6K $970K
Feb 07, 2023 Q4 2022
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
32.4K
+ 36.97%
$774K - $794K
120K $3.02M
Jan 10, 2023 Q4 2022
Safeguard Financial, LLC

BUY
 -
32.4K
New
$774K - $794K
32.4K $815K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
30.8K
+ 4.89%
$736K - $755K
661K $16.6M
Jan 23, 2023 Q4 2022
Royal Harbor Partners, LLC

BUY
 -
28.4K
+ 7.68%
$678K - $695K
398K $10M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
27.2K
New
$650K - $666K
27.2K $685K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
26.6K
+ 17.78%
$634K - $651K
176K $4.43M
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

BUY
 -
26.1K
+ 14.55%
$622K - $638K
205K $5.16M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
25.6K
+ 120.04%
$612K - $628K
47K $1.18M
Feb 02, 2023 Q4 2022
First National Trust CO

BUY
 -
24.5K
New
$585K - $600K
24.5K $616K
Nov 17, 2023 Q4 2022
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
23.9K
New
$570K - $585K
23.9K $600K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
21.9K
+ 17.78%
$524K - $537K
145K $3.66M
Jan 25, 2023 Q4 2022
Northstar Group, Inc.

BUY
 -
21.4K
+ 53.16%
$511K - $525K
61.7K $1.55M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
20.2K
New
$483K - $495K
20.2K $509K
Feb 08, 2023 Q4 2022
Gould Asset Management LLC

Claremont, CA
BUY
 -
19.2K
New
$459K - $471K
19.2K $484K
Jan 18, 2023 Q4 2022
Guidance Point Advisors, LLC

BUY
 -
18.8K
+ 14.92%
$450K - $461K
145K $3.65M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
18.8K
+ 10.15%
$450K - $461K
204K $5.14M
Feb 16, 2023 Q4 2022
Maltin Wealth Management, Inc.

BUY
 -
18.7K
+ 25.12%
$446K - $458K
93.1K $2.34M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
17.3K
New
$414K - $425K
17.3K $436K
Jan 17, 2023 Q4 2022
Element Wealth, LLC

BUY
 -
17K
+ 943.1%
$406K - $417K
18.8K $474K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
17K
+ 30.26%
$406K - $417K
73.3K $1.84M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
16.8K
New
$401K - $411K
16.8K $423K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
16.8K
+ 8.74%
$401K - $411K
209K $5.26M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
16.3K
New
$389K - $400K
16.3K $411K
Jan 19, 2023 Q4 2022
Chesley Taft & Associates LLC

BUY
 -
15.6K
New
$372K - $382K
15.6K $392K
Feb 14, 2023 Q4 2022
Gluskin Sheff & Assoc Inc

Toronto, A6
BUY
 -
15.4K
New
$367K - $376K
15.4K $387K
Feb 14, 2023 Q4 2022
Bramshill Investments, LLC

Naples, FL
BUY
 -
15.3K
New
$366K - $376K
15.3K $386K
Jan 10, 2023 Q4 2022
Signature Wealth Management Group

BUY
 -
15.2K
+ 8.18%
$363K - $373K
201K $5.07M
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
14.8K
+ 14.87%
$354K - $363K
115K $2.88M
Jan 25, 2023 Q4 2022
Conrad Siegel Investment Advisors, Inc.

BUY
 -
13.9K
New
$332K - $341K
13.9K $350K
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
13.4K
New
$320K - $328K
13.4K $337K
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
13K
New
$310K - $318K
13K $327K
Feb 14, 2023 Q4 2022
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
12.3K
New
$294K - $302K
12.3K $310K
Jan 13, 2023 Q4 2022
Segment Wealth Management, LLC

BUY
 -
12K
+ 58.5%
$286K - $294K
32.5K $818K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
11.8K
+ 4.18%
$282K - $290K
295K $7.42M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
11.3K
+ 88.79%
$269K - $276K
24K $603K
Jan 17, 2023 Q4 2022
4 J Wealth Management LLC

BUY
 -
10.9K
+ 63.29%
$259K - $266K
28K $705K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
10.6K
New
$253K - $259K
10.6K $266K
Jan 11, 2023 Q4 2022
Praetorian Wealth Management, Inc.

BUY
 -
10.5K
+ 6.21%
$250K - $256K
179K $4.51M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
10.2K
New
$243K - $249K
10.2K $256K
Feb 10, 2023 Q4 2022
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
10.1K
+ 43.21%
$242K - $248K
33.6K $846K
Feb 06, 2023 Q4 2022
Wolf Group Capital Advisors

BUY
 -
10.1K
New
$241K - $247K
10.1K $254K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
9.69K
+ 33.96%
$231K - $237K
38.2K $962K
Feb 02, 2023 Q4 2022
Wealth Effects LLC

BUY
 -
9.19K
New
$219K - $225K
9.19K $231K
Feb 01, 2023 Q4 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
9K
New
$215K - $220K
9K $226K
Feb 03, 2023 Q4 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
8.96K
New
$214K - $219K
8.96K $225K
Feb 01, 2023 Q4 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
8.83K
+ 15.37%
$211K - $216K
66.3K $1.67M
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
8.56K
New
$204K - $210K
8.56K $215K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
8.4K
New
$201K - $206K
8.4K $211K

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