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 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 43.15% |
$252K - $264K
|
33.2K
$832K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
9.54KNew |
$240K - $252K
|
9.54K
$239K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.01K+ 1352.1% |
$227K - $238K
|
9.67K
$243K
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.96KNew |
$225K - $237K
|
8.96K
$225K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.72K+ 0.96% |
$219K - $230K
|
922K
$23.1M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.68K+ 1.23% |
$218K - $229K
|
713K
$17.9M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.39KNew |
$211K - $222K
|
8.39K
$210K
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
8.23KNew |
$207K - $217K
|
8.23K
$206K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.22K+ 3.69% |
$207K - $217K
|
231K
$5.8M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.86K+ 10.67% |
$198K - $207K
|
81.5K
$2.04M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.84K+ 26.02% |
$197K - $207K
|
38K
$952K
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.82K+ 5.03% |
$197K - $206K
|
163K
$4.09M
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.83K+ 9.28% |
$172K - $180K
|
80.4K
$2.02M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
5.3K+ 2.31% |
$133K - $140K
|
234K
$5.88M
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
5.2K+ 6.44% |
$131K - $137K
|
85.9K
$2.15M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.64K+ 18.82% |
$66.5K - $69.8K
|
16.7K
$418K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.45K+ 7.02% |
$61.6K - $64.7K
|
37.3K
$936K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.29K+ 5.25% |
$57.6K - $60.5K
|
45.9K
$1.15M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 3.1% |
$57.5K - $60.3K
|
76K
$1.91M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.27K+ 26.36% |
$57.1K - $60K
|
10.9K
$273K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.86KNew |
$46.8K - $49.2K
|
1.86K
$46.7K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83KNew |
$45.9K - $48.2K
|
1.83K
$45.8K
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.75K+ 1.31% |
$44K - $46.2K
|
136K
$3.4M
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.73K+ 7.31% |
$43.6K - $45.8K
|
25.5K
$638K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.59K+ 0.43% |
$40.1K - $42K
|
373K
$9.36M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.58K+ 149.43% |
$39.9K - $41.8K
|
2.64K
$66.3K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 1.15% |
$34.8K - $36.6K
|
121K
$3.05M
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 28.17% |
$34.6K - $36.3K
|
6.26K
$157K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.24K+ 3.73% |
$31.2K - $32.7K
|
34.5K
$864K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 2.84% |
$31.1K - $32.7K
|
44.9K
$1.13M
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.18K+ 11.27% |
$29.6K - $31K
|
11.6K
$291K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.17K+ 4.78% |
$29.5K - $31K
|
25.7K
$645K
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.16K+ 10.3% |
$29.1K - $30.5K
|
12.4K
$310K
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.11K+ 1.29% |
$27.9K - $29.3K
|
87K
$2.18M
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
875+ 4.06% |
$22K - $23.1K
|
22.4K
$562K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
840+ 0.91% |
$21.1K - $22.2K
|
92.9K
$2.33M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
592+ 3.69% |
$14.9K - $15.6K
|
16.6K
$417K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
544New |
$13.7K - $14.4K
|
544
$13.6K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
532+ 1.29% |
$13.4K - $14.1K
|
41.8K
$1.05M
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
483+ 31.86% |
$12.2K - $12.8K
|
2K
$50.1K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
465New |
$11.7K - $12.3K
|
465
$11.7K
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
442+ 1.52% |
$11.1K - $11.7K
|
29.4K
$738K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
435+ 1.56% |
$10.9K - $11.5K
|
28.3K
$710K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
410+ 2.31% |
$10.3K - $10.8K
|
18.1K
$455K
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 1.99% |
$10.1K - $10.6K
|
20.5K
$514K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
354New |
$8.91K - $9.35K
|
354
$8.88K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$6.29K - $6.6K
|
250
$6.27K
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
190+ 1.65% |
$4.78K - $5.02K
|
11.7K
$293K
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
148+ 0.25% |
$3.72K - $3.91K
|
59.8K
$1.5M
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
144+ 0.41% |
$3.62K - $3.8K
|
35.4K
$888K
|