Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35KNew |
$199K - $204K
|
8.35K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.7K+ 16.42% |
$184K - $189K
|
54.6K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.44K+ 0.49% |
$178K - $182K
|
1.54M
$38.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6.87K+ 14.96% |
$164K - $168K
|
52.8K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.02K+ 8.16% |
$144K - $148K
|
79.8K
$2.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
5.65K+ 51.59% |
$135K - $138K
|
16.6K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5.44KNew |
$130K - $133K
|
5.44K
$137K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.25K+ 25.14% |
$125K - $128K
|
26.1K
$657K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4.97K+ 993.0% |
$119K - $122K
|
5.47K
$137K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.66K+ 15.46% |
$111K - $114K
|
34.8K
$875K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 5.4% |
$107K - $110K
|
87.4K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.21K+ 2393.18% |
$101K - $103K
|
4.39K
$110K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
4.1K+ 5.01% |
$98K - $101K
|
86K
$2.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.86K+ 13.16% |
$92.2K - $94.6K
|
33.2K
$835K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.61K+ 8.42% |
$86.1K - $88.4K
|
46.5K
$1.17M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.38K+ 10.19% |
$80.6K - $82.7K
|
36.5K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.23KNew |
$77K - $79K
|
3.23K
$81.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
3.15K+ 3.89% |
$75.3K - $77.2K
|
84.3K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.86KNew |
$68.2K - $70K
|
2.86K
$71.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 19.62% |
$59.3K - $60.8K
|
15.1K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.11K+ 2.42% |
$50.2K - $51.6K
|
89.1K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.06K+ 12.25% |
$49.1K - $50.4K
|
18.8K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.95K+ 22.29% |
$46.5K - $47.8K
|
10.7K
$269K
|
|
|
Feb 06, 2023
Q4 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.94K+ 0.2% |
$46.3K - $47.5K
|
970K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.92K+ 5.92% |
$45.8K - $47K
|
34.3K
$864K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.71K+ 1.41% |
$40.7K - $41.8K
|
122K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.68K+ 3.51% |
$40.2K - $41.2K
|
49.6K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.66KNew |
$39.6K - $40.6K
|
1.66K
$41.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.46K+ 1.12% |
$34.8K - $35.7K
|
132K
$3.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.43KNew |
$34.2K - $35K
|
1.43K
$36K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1.34KNew |
$32K - $32.8K
|
1.34K
$33.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.32K+ 1.34% |
$31.5K - $32.3K
|
99.4K
$2.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.27K+ 11.9% |
$30.4K - $31.2K
|
12K
$301K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.18K+ 36.38% |
$28K - $28.8K
|
4.41K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 5.97% |
$26.4K - $27K
|
19.6K
$493K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.05K+ 4.61% |
$25.1K - $25.7K
|
23.8K
$600K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.02KNew |
$24.3K - $25K
|
1.02K
$25.7K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1KNew |
$23.9K - $24.5K
|
1K
$25.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
952+ 1.09% |
$22.7K - $23.3K
|
88K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
879+ 5.83% |
$21K - $21.5K
|
16K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
833+ 4.64% |
$19.9K - $20.4K
|
18.8K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800New |
$19.1K - $19.6K
|
800
$20.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
776+ 1.79% |
$18.5K - $19K
|
44K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
668+ 0.4% |
$15.9K - $16.4K
|
170K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
667+ 1.56% |
$15.9K - $16.3K
|
43.5K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
634New |
$15.1K - $15.5K
|
634
$16K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
532New |
$12.7K - $13K
|
532
$13.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
509New |
$12.1K - $12.5K
|
509
$12.8K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
442+ 0.32% |
$10.6K - $10.8K
|
138K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
420+ 2.22% |
$10K - $10.3K
|
19.3K
$487K
|