Purchases and Sales Made in Q4 2023 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 2023. 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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.18KNew |
$199K - $203K
|
8.18K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.14K+ 3.59% |
$198K - $202K
|
235K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8.11K+ 795.2% |
$197K - $201K
|
9.13K
$230K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.63K+ 1.8% |
$185K - $189K
|
432K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7.46K+ 17.53% |
$181K - $185K
|
50K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
7.41K+ 2.62% |
$180K - $183K
|
290K
$7.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
6.92K+ 4.18% |
$168K - $171K
|
173K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.77K+ 5.44% |
$164K - $168K
|
131K
$3.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
6.52K+ 1.08% |
$158K - $161K
|
611K
$15.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
BUY
|
- |
5.93K+ 3.9% |
$144K - $147K
|
158K
$3.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.81K+ 13.94% |
$141K - $144K
|
47.5K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.53K+ 59.59% |
$134K - $137K
|
14.8K
$372K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
5.38KNew |
$131K - $133K
|
5.38K
$135K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
5.31K+ 7.06% |
$129K - $131K
|
80.6K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5K+ 11.16% |
$121K - $124K
|
49.8K
$1.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.99K+ 28.83% |
$121K - $124K
|
22.3K
$561K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.98K+ 50.76% |
$121K - $123K
|
14.8K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.89KNew |
$119K - $121K
|
4.89K
$123K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.54K+ 33.94% |
$110K - $112K
|
17.9K
$450K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.44K+ 4.87% |
$108K - $110K
|
95.5K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.3KNew |
$104K - $106K
|
4.3K
$108K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.26K+ 16.29% |
$103K - $105K
|
30.4K
$764K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.95K+ 18.1% |
$95.8K - $97.7K
|
25.7K
$648K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.82K+ 0.89% |
$92.9K - $94.7K
|
433K
$10.9M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3.67K+ 7.07% |
$89.2K - $90.9K
|
55.6K
$1.4M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
3.57K+ 492.29% |
$86.8K - $88.5K
|
4.3K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.46K+ 5.39% |
$84.1K - $85.8K
|
67.7K
$1.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.43KNew |
$83.3K - $84.9K
|
3.43K
$86.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.31K+ 1.73% |
$80.4K - $81.9K
|
194K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.3K+ 0.26% |
$80.1K - $81.6K
|
1.29M
$32.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3.29K+ 3.42% |
$79.9K - $81.5K
|
99.6K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.07K+ 121.73% |
$74.6K - $76K
|
5.59K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$72.9K - $74.3K
|
3K
$75.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.99K+ 7.04% |
$72.7K - $74.1K
|
45.5K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
2.83K+ 12.7% |
$68.6K - $69.9K
|
25.1K
$631K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
2.82K+ 1.91% |
$68.4K - $69.7K
|
150K
$3.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.77K+ 22.19% |
$67.4K - $68.7K
|
15.3K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.7KNew |
$65.6K - $66.9K
|
2.7K
$67.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.7KNew |
$65.6K - $66.8K
|
2.7K
$67.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.53K+ 0.43% |
$61.6K - $62.7K
|
589K
$14.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.49KNew |
$60.5K - $61.7K
|
2.49K
$62.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47KNew |
$60K - $61.2K
|
2.47K
$62.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 0.88% |
$56.7K - $57.8K
|
269K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.32K+ 2.32% |
$56.3K - $57.4K
|
102K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.27K+ 6.73% |
$55.1K - $56.2K
|
36K
$905K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.21K+ 0.76% |
$53.7K - $54.7K
|
294K
$7.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.2K+ 8.82% |
$53.4K - $54.5K
|
27.2K
$683K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.19K+ 5.71% |
$53.2K - $54.2K
|
40.6K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.19K+ 85.46% |
$53.1K - $54.1K
|
4.74K
$119K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.85K+ 1.75% |
$44.9K - $45.8K
|
108K
$2.71M
|