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
                $8.9K
               | |
| 
                  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
                $647K
               | |
| 
                  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
                $323K
               | |
| 
                  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
                $285K
               | |
| 
                  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
                $6.19M
               | |
| 
                  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
                $6.94M
               | |
| 
                  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
               |