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 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
104+ 0.14% |
$2.62K - $2.75K
|
76.5K
$1.92M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
95+ 1.14% |
$2.39K - $2.51K
|
8.45K
$212K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33+ 0.06% |
$830 - $872
|
52.7K
$1.32M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28+ 0.18% |
$704 - $739
|
15.5K
$389K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
14+ 0.23% |
$352 - $370
|
6.03K
$151K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 0.04% |
$302 - $317
|
32.9K
$825K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 0.12% |
$252 - $264
|
8.01K
$201K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$25.2 - $26.4
|
1
$25.1
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16Closed |
$403 - $423
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-116- 1.12% |
$2.92K - $3.06K
|
10.2K
$257K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-132Closed |
$3.32K - $3.49K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-134- 57.26% |
$3.37K - $3.54K
|
100
$2.51K
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-145- 0.2% |
$3.65K - $3.83K
|
70.6K
$1.77M
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-357- 0.26% |
$8.98K - $9.43K
|
138K
$3.47M
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 0.51% |
$12.6K - $13.2K
|
97.3K
$2.44M
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-539- 0.17% |
$13.6K - $14.2K
|
311K
$7.8M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-638- 34.28% |
$16.1K - $16.8K
|
1.22K
$30.7K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-854- 3.88% |
$21.5K - $22.6K
|
21.2K
$531K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-888- 9.89% |
$22.3K - $23.5K
|
8.09K
$203K
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-904- 1.17% |
$22.7K - $23.9K
|
76.4K
$1.92M
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-1.06K- 52.29% |
$26.7K - $28.1K
|
970
$24.3K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 8.09% |
$27.2K - $28.6K
|
12.3K
$308K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.14K- 2.78% |
$28.6K - $30K
|
39.7K
$996K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22KClosed |
$30.6K - $32.2K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.25K- 2.75% |
$31.6K - $33.1K
|
44.3K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 12.1% |
$46.2K - $48.5K
|
13.3K
$335K
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.92K- 1.47% |
$48.3K - $50.7K
|
129K
$3.23M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.08K- 4.35% |
$52.4K - $55K
|
45.8K
$1.15M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.2KClosed |
$55.4K - $58.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.3K- 0.8% |
$57.8K - $60.7K
|
285K
$7.15M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.31KClosed |
$58K - $60.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.31K- 11.19% |
$58.1K - $61K
|
18.3K
$460K
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.19K- 7.19% |
$80.1K - $84.1K
|
41.1K
$1.03M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.27K- 5.72% |
$82.2K - $86.3K
|
53.9K
$1.35M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.41K- 30.34% |
$85.9K - $90.1K
|
7.84K
$197K
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-3.75K- 27.78% |
$94.4K - $99K
|
9.75K
$245K
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.91K- 14.12% |
$98.4K - $103K
|
23.8K
$597K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.08K- 4.1% |
$103K - $108K
|
95.3K
$2.39M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.05K- 32.55% |
$127K - $133K
|
10.5K
$262K
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.13K- 34.57% |
$129K - $135K
|
9.71K
$243K
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-7.92KClosed |
$199K - $209K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.17K- 12.94% |
$205K - $216K
|
55K
$1.38M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.45KClosed |
$213K - $223K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-9.2KClosed |
$231K - $243K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-9.36K- 47.58% |
$235K - $247K
|
10.3K
$259K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.99K- 20.8% |
$251K - $264K
|
38K
$954K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 44.87% |
$260K - $273K
|
12.7K
$318K
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-11.5K- 11.92% |
$289K - $303K
|
84.7K
$2.12M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-13.9K- 1.57% |
$349K - $366K
|
867K
$21.7M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 11.19% |
$469K - $492K
|
148K
$3.71M
|