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 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
380+ 2.07% |
$9.07K - $9.31K
|
18.7K
$471K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
354New |
$8.45K - $8.67K
|
354
$8.91K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
352+ 6.77% |
$8.4K - $8.62K
|
5.55K
$140K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
340+ 0.6% |
$8.12K - $8.33K
|
56.7K
$1.43M
|
|
Jan 24, 2023
Q4 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
266+ 0.77% |
$6.35K - $6.51K
|
34.7K
$873K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 0.64% |
$3.89K - $3.99K
|
25.7K
$648K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
100+ 1.04% |
$2.39K - $2.45K
|
9.71K
$244K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
92+ 1.19% |
$2.2K - $2.25K
|
7.85K
$197K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
79+ 0.51% |
$1.89K - $1.93K
|
15.7K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
14+ 0.11% |
$334 - $343
|
12.9K
$324K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4+ 3.05% |
$95.5 - $98
|
135
$3.4K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5- 0.15% |
$119 - $122
|
3.32K
$83.5K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-26- 0.03% |
$621 - $637
|
84.6K
$2.13M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57- 0.3% |
$1.36K - $1.4K
|
18.7K
$470K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66- 0.7% |
$1.58K - $1.62K
|
9.31K
$234K
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-80- 0.95% |
$1.91K - $1.96K
|
8.38K
$211K
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-132- 1.34% |
$3.15K - $3.23K
|
9.7K
$244K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-207- 1.81% |
$4.94K - $5.07K
|
11.3K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-287- 4.13% |
$6.85K - $7.03K
|
6.67K
$168K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 4.8% |
$7.16K - $7.35K
|
5.95K
$150K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-405- 1.07% |
$9.67K - $9.92K
|
37.3K
$938K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-650- 5.42% |
$15.5K - $15.9K
|
11.4K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-725- 6.18% |
$17.3K - $17.8K
|
11K
$277K
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-759- 3.2% |
$18.1K - $18.6K
|
22.9K
$577K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-857- 0.94% |
$20.5K - $21K
|
90.2K
$2.27M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-937- 0.33% |
$22.4K - $22.9K
|
286K
$7.19M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-955- 4.04% |
$22.8K - $23.4K
|
22.7K
$571K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1K- 45.45% |
$23.9K - $24.5K
|
1.2K
$30.2K
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.03K- 33.44% |
$24.5K - $25.1K
|
2.04K
$51.3K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.22K- 99.92% |
$29.2K - $29.9K
|
1
$25.2
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.45K- 2.52% |
$34.6K - $35.5K
|
56.2K
$1.41M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.37K- 0.49% |
$56.6K - $58.1K
|
479K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.53K- 6.25% |
$60.3K - $61.8K
|
37.8K
$952K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.55K- 6.98% |
$60.9K - $62.4K
|
34K
$855K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.75K- 3.15% |
$65.7K - $67.4K
|
84.5K
$2.13M
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-3.56K- 1.43% |
$85K - $87.2K
|
246K
$6.2M
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.95K- 3.0% |
$94.2K - $96.6K
|
128K
$3.21M
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.17K- 1.49% |
$99.6K - $102K
|
276K
$6.95M
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.26K- 14.65% |
$102K - $104K
|
24.8K
$624K
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7.41K- 1.74% |
$177K - $181K
|
418K
$10.5M
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7.67K- 14.41% |
$183K - $188K
|
45.6K
$1.15M
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-7.95K- 3.5% |
$190K - $195K
|
219K
$5.51M
|
|
Feb 13, 2023
Q4 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-10.7K- 4.64% |
$255K - $262K
|
220K
$5.53M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-11.2K- 5.15% |
$268K - $275K
|
207K
$5.2M
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-11.9K- 5.86% |
$283K - $290K
|
190K
$4.79M
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-13.2K- 3.96% |
$316K - $324K
|
321K
$8.07M
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-14.7K- 47.59% |
$350K - $359K
|
16.1K
$406K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-18.2K- 22.26% |
$434K - $446K
|
63.5K
$1.6M
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-19.4K- 1.46% |
$463K - $475K
|
1.31M
$33M
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-23.7K- 5.89% |
$566K - $581K
|
379K
$9.53M
|