Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
674K+ 2187.8% |
$16.9M - $17.8M
|
704K
$17.7M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
526K+ 7.74% |
$13.2M - $13.9M
|
7.31M
$183M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
270K+ 28.59% |
$6.78M - $7.12M
|
1.21M
$30.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
224K+ 120.01% |
$5.65M - $5.93M
|
412K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
170K+ 4.65% |
$4.28M - $4.49M
|
3.82M
$95.9M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
135K+ 12.31% |
$3.39M - $3.55M
|
1.23M
$30.8M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
119K+ 32.03% |
$2.99M - $3.14M
|
490K
$12.3M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
112K+ 148.95% |
$2.82M - $2.96M
|
188K
$4.71M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 5.96% |
$2.61M - $2.74M
|
1.84M
$46.2M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88.3K+ 20.65% |
$2.22M - $2.33M
|
516K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.8K+ 7.15% |
$2.21M - $2.32M
|
1.31M
$33M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
77.1K+ 37.34% |
$1.94M - $2.04M
|
284K
$7.12M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71K+ 4.54% |
$1.79M - $1.87M
|
1.64M
$41M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
69.9K+ 3.06% |
$1.76M - $1.85M
|
2.35M
$59M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
63.9K+ 6.12% |
$1.61M - $1.69M
|
1.11M
$27.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
62.9K+ 79.17% |
$1.58M - $1.66M
|
142K
$3.57M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
58.1KNew |
$1.46M - $1.54M
|
58.1K
$1.46M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
55.4K+ 13.6% |
$1.39M - $1.46M
|
463K
$11.6M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.3K+ 9.77% |
$1.39M - $1.46M
|
621K
$15.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
52.9K+ 25.01% |
$1.33M - $1.4M
|
264K
$6.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
49.9KNew |
$1.26M - $1.32M
|
49.9K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
49.1KNew |
$1.24M - $1.3M
|
49.1K
$1.23M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49K+ 70.67% |
$1.23M - $1.29M
|
118K
$2.97M
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
47.8K+ 270.49% |
$1.2M - $1.26M
|
65.5K
$1.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
47.8KNew |
$1.2M - $1.26M
|
47.8K
$1.2M
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
47.1K+ 6.52% |
$1.19M - $1.24M
|
769K
$19.3M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.5K+ 11.3% |
$1.12M - $1.17M
|
438K
$11M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
42.5K+ 31.2% |
$1.07M - $1.12M
|
179K
$4.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
BUY
|
- |
37.4K+ 159.65% |
$941K - $988K
|
60.9K
$1.53M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
35.5K+ 1172.03% |
$892K - $936K
|
38.5K
$965K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
30.7KNew |
$773K - $812K
|
30.7K
$771K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
28.2K+ 15.61% |
$709K - $744K
|
209K
$5.23M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.7K+ 2.87% |
$698K - $732K
|
995K
$24.9M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.1K+ 8.86% |
$632K - $663K
|
309K
$7.74M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.4K+ 43.58% |
$614K - $644K
|
80.4K
$2.02M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
24.3K+ 15.99% |
$612K - $642K
|
176K
$4.42M
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
20.5K+ 242.93% |
$515K - $540K
|
28.9K
$724K
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
18.5K+ 8.64% |
$465K - $489K
|
233K
$5.84M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14.6K+ 53.64% |
$367K - $386K
|
41.8K
$1.05M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
13.4K+ 10.63% |
$337K - $354K
|
139K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 7.3% |
$330K - $347K
|
193K
$4.84M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.9K+ 16.5% |
$299K - $314K
|
84K
$2.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.4K+ 6.16% |
$288K - $302K
|
197K
$4.95M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$287K - $302K
|
11.4K
$286K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.2KNew |
$282K - $296K
|
11.2K
$281K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$274K - $287K
|
10.9K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.6K+ 14.11% |
$268K - $281K
|
86K
$2.16M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.1K+ 112.71% |
$254K - $266K
|
19K
$477K
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
10KNew |
$252K - $264K
|
10K
$251K
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
10KNew |
$252K - $264K
|
10K
$251K
|