Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
16.4M+ 2487.03% |
$397M - $405M
|
17.1M
$429M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
839K+ 86.93% |
$20.2M - $20.7M
|
1.8M
$45.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
626K+ 30.31% |
$15.1M - $15.4M
|
2.69M
$67.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
589K+ 10.15% |
$14.2M - $14.5M
|
6.39M
$160M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
568K+ 198.58% |
$13.7M - $14M
|
853K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
561KNew |
$13.5M - $13.8M
|
561K
$14.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
376K+ 14.94% |
$9.06M - $9.25M
|
2.89M
$72.4M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
368K+ 241.97% |
$8.89M - $9.08M
|
521K
$13.1M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
352K+ 46.13% |
$8.49M - $8.67M
|
1.11M
$28M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
311K+ 24.67% |
$7.5M - $7.66M
|
1.57M
$39.4M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
277KNew |
$6.68M - $6.82M
|
277K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
272K+ 33.1% |
$6.55M - $6.69M
|
1.09M
$27.4M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
268K+ 56.04% |
$6.47M - $6.61M
|
747K
$18.7M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
226K+ 1489.68% |
$5.44M - $5.56M
|
241K
$6.04M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
199KNew |
$4.81M - $4.91M
|
199K
$5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
197K+ 19.14% |
$4.76M - $4.86M
|
1.23M
$30.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
183K+ 207.43% |
$4.4M - $4.5M
|
271K
$6.78M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
178K+ 97.54% |
$4.3M - $4.39M
|
361K
$9.05M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
170KNew |
$4.11M - $4.2M
|
170K
$4.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
152K+ 50.83% |
$3.67M - $3.75M
|
452K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
148K+ 42.09% |
$3.57M - $3.64M
|
499K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
146K+ 12.66% |
$3.53M - $3.61M
|
1.3M
$32.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
143K+ 821.93% |
$3.44M - $3.51M
|
160K
$4.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
141KNew |
$3.41M - $3.48M
|
141K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
124K+ 31.2% |
$3M - $3.06M
|
522K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
117K+ 63.89% |
$2.82M - $2.88M
|
300K
$7.52M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
98.8KNew |
$2.38M - $2.43M
|
98.8K
$2.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
95K+ 18.14% |
$2.29M - $2.34M
|
619K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
94.1K+ 55.2% |
$2.27M - $2.32M
|
264K
$6.63M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
88.4K+ 152.44% |
$2.13M - $2.18M
|
146K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86.4K+ 59.44% |
$2.08M - $2.13M
|
232K
$5.81M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.2K+ 115.83% |
$2.03M - $2.07M
|
157K
$3.94M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83K+ 16.19% |
$2M - $2.05M
|
596K
$14.9M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
78.2KNew |
$1.89M - $1.93M
|
78.2K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
76.7KNew |
$1.85M - $1.89M
|
76.7K
$1.92M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
72K+ 41.95% |
$1.74M - $1.77M
|
243K
$6.11M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
71.4KNew |
$1.72M - $1.76M
|
71.4K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
71.1K+ 7.33% |
$1.72M - $1.75M
|
1.04M
$26.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
67.7K+ 283.85% |
$1.63M - $1.67M
|
91.5K
$2.29M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63K+ 72.07% |
$1.52M - $1.55M
|
150K
$3.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62.5K+ 13.93% |
$1.51M - $1.54M
|
511K
$12.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
57.8K+ 17.29% |
$1.4M - $1.42M
|
392K
$9.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
57.7K+ 93.52% |
$1.39M - $1.42M
|
119K
$3M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
53.3KNew |
$1.29M - $1.31M
|
53.3K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
BUY
|
- |
48.9K+ 31.68% |
$1.18M - $1.21M
|
203K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
47.1K+ 36.74% |
$1.14M - $1.16M
|
175K
$4.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
47.1K+ 89.26% |
$1.14M - $1.16M
|
99.8K
$2.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
44.2K+ 20.69% |
$1.07M - $1.09M
|
258K
$6.47M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43.3KNew |
$1.05M - $1.07M
|
43.3K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42.5KNew |
$1.02M - $1.05M
|
42.5K
$1.07M
|