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
Apr 04, 2023 Q1 2023	Garrett Investment Advisors LLC	BUY	-	10.2K + 6.77%	$245K - $250K	160K $4.02M
May 05, 2023 Q1 2023	Sigma Planning Corp Ann Arbor, MI	BUY	-	9.99K + 36.72%	$241K - $246K	37.2K $933K
Apr 28, 2023 Q1 2023	Schmidt P J Investment Management Inc Cedarburg, WI	BUY	-	9.95K + 110.58%	$240K - $245K	18.9K $475K
May 15, 2023 Q1 2023	Lido Advisors, LLC Los Angeles, CA	BUY	-	9.9K New	$239K - $244K	9.9K $248K
May 12, 2023 Q1 2023	Black Swift Group, LLC Boulder, CO	BUY	-	9.7K New	$234K - $239K	9.7K $243K
May 03, 2023 Q1 2023	Anchor Capital Advisors LLC	BUY	-	9.57K New	$231K - $236K	9.57K $240K
May 12, 2023 Q1 2023	Cary Street Partners Investment Advisory LLC Richmond, VA	BUY	-	9.39K + 21.61%	$227K - $231K	52.8K $1.33M
Apr 14, 2023 Q1 2023	Ae Wealth Management LLC	BUY	-	9.34K New	$225K - $230K	9.34K $234K
May 26, 2023 Q1 2023	Alterna Wealth Management, Inc Houston, TX	BUY	-	9.27K New	$224K - $228K	9.27K $233K
Apr 11, 2023 Q1 2023	Chesley Taft & Associates LLC	BUY	-	9.2K + 58.97%	$222K - $227K	24.8K $622K
Apr 28, 2023 Q1 2023	Droms Strauss Advisors Inc St. Louis, MO	BUY	-	8.71K + 10.13%	$210K - $215K	94.7K $2.38M
Sep 11, 2024 Q1 2023	Summit Wealth Partners, LLC Orlando, FL	BUY	-	8.66K + 101.23%	$209K - $213K	17.2K $432K
May 02, 2023 Q1 2023	Paradigm, Strategies In Wealth Management, LLC	BUY	-	8.5K New	$205K - $209K	8.5K $213K
May 15, 2023 Q1 2023	Wealthsource Partners, LLC	BUY	-	8.41K New	$203K - $207K	8.41K $211K
Apr 14, 2023 Q1 2023	Pinnacle Bancorp, Inc.	BUY	-	8.37K + 84.2%	$202K - $206K	18.3K $459K
Apr 24, 2023 Q1 2023	Klaas Financial Asset Advisors, LLC Loves Park, IL	BUY	-	8.2K New	$198K - $202K	8.2K $206K
Apr 28, 2023 Q1 2023	Janney Montgomery Scott LLC	BUY	-	8.08K + 3.01%	$195K - $199K	277K $6.94M
Apr 25, 2023 Q1 2023	Psi Advisors, LLC	BUY	-	7.95K + 593.21%	$192K - $196K	9.29K $233K
May 08, 2023 Q1 2023	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	7.91K + 6.9%	$191K - $195K	123K $3.07M
Apr 19, 2023 Q1 2023	Segment Wealth Management, LLC	BUY	-	7.66K + 23.57%	$185K - $189K	40.2K $1.01M
May 03, 2023 Q1 2023	Lyell Wealth Management, LP	BUY	-	7.59K + 3.46%	$183K - $187K	227K $5.7M
May 02, 2023 Q1 2023	Loring Wolcott & Coolidge Fiduciary Advisors LLP	BUY	-	7.5K New	$181K - $185K	7.5K $188K
May 03, 2023 Q1 2023	Arrow Financial Corp	BUY	-	7.47K + 2.33%	$180K - $184K	328K $8.24M
Apr 14, 2023 Q1 2023	Signature Wealth Management Group	BUY	-	7.07K + 3.51%	$171K - $174K	208K $5.23M
May 09, 2023 Q1 2023	Associated Banc Corp Green Bay, WI	BUY	-	6.55K + 5.35%	$158K - $161K	129K $3.24M
Apr 26, 2023 Q1 2023	First National Trust CO	BUY	-	6.32K + 25.78%	$152K - $156K	30.8K $773K
May 12, 2023 Q1 2023	Masso Torrence Wealth Management Inc.	BUY	-	6.11K + 13.71%	$147K - $151K	50.7K $1.27M
May 22, 2023 Q1 2023	Front Row Advisors LLC Tiburon, CA	BUY	-	6.09K + 3981.7%	$147K - $150K	6.25K $157K
Apr 25, 2023 Q1 2023	Parallel Advisors, LLC	BUY	-	6.02K New	$145K - $148K	6.02K $151K
May 11, 2023 Q1 2023	Blue Square Asset Management, LLC New York, NY	BUY	-	5.61K + 16.16%	$135K - $138K	40.3K $1.01M
May 08, 2023 Q1 2023	Wrapmanager Inc	BUY	-	5.59K + 6.63%	$135K - $138K	89.9K $2.25M
May 01, 2023 Q1 2023	Sage View Advisory Group, LLC Newport Beach, CA	BUY	-	5.52K + 8.27%	$133K - $136K	72.3K $1.81M
May 05, 2023 Q1 2023	Sandy Spring Bank	BUY	-	5.04K + 2.44%	$122K - $124K	212K $5.31M
May 10, 2023 Q1 2023	Northwest Bancshares, Inc. Warren, PA	BUY	-	5K + 10.08%	$121K - $123K	54.6K $1.37M
Apr 12, 2023 Q1 2023	Praetorian Wealth Management, Inc.	BUY	-	4.97K + 2.78%	$120K - $123K	184K $4.62M
May 05, 2023 Q1 2023	Virginia Wealth Management Group, Inc. Virginia Beach, VA	BUY	-	4.58K + 3.81%	$110K - $113K	125K $3.13M
May 12, 2023 Q1 2023	Regions Financial Corp	BUY	-	4.45K + 17.03%	$107K - $110K	30.6K $766K
Apr 21, 2023 Q1 2023	4 J Wealth Management LLC	BUY	-	4.07K + 14.52%	$98.1K - $100K	32.1K $804K
May 15, 2023 Q1 2023	Cetera Advisors LLC Denver, CO	BUY	-	4.06K + 10.73%	$98K - $100K	41.9K $1.05M
May 02, 2023 Q1 2023	Hhm Wealth Advisors, LLC Chattanooga, TN	BUY	-	3.7K New	$89.3K - $91.2K	3.7K $92.8K
May 01, 2023 Q1 2023	Vigilant Capital Management, LLC	BUY	-	3.5K + 79.34%	$84.3K - $86.1K	7.9K $198K
Apr 12, 2023 Q1 2023	Private Trust CO Na	BUY	-	3.29K + 99.19%	$79.5K - $81.1K	6.61K $166K
Apr 18, 2023 Q1 2023	Allworth Financial LP	BUY	-	3.19K + 1.83%	$76.9K - $78.6K	177K $4.44M
Apr 27, 2023 Q1 2023	Bergan Kdv Wealth Management, LLC	BUY	-	3.15K + 8.24%	$76K - $77.6K	41.4K $1.04M
Apr 28, 2023 Q1 2023	Avantax Advisory Services, Inc.	BUY	-	3.11K + 18.52%	$75.1K - $76.7K	19.9K $499K
May 15, 2023 Q1 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	2.73K + 16.73%	$65.9K - $67.2K	19K $478K
May 15, 2023 Q1 2023	Coldstream Capital Management Inc	BUY	-	2.5K + 5.47%	$60.4K - $61.7K	48.3K $1.21M
May 04, 2023 Q1 2023	Journey Advisory Group, LLC	BUY	-	2.14K + 19.0%	$51.6K - $52.7K	13.4K $336K
Aug 28, 2024 Q1 2023	Farmers National Bank Danville, KY	BUY	-	2.13K + 6.11%	$51.3K - $52.4K	36.9K $926K
May 17, 2023 Q1 2023	Advisory Services Network, LLC	BUY	-	2K New	$48.3K - $49.3K	2K $50.2K

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Account

Purchases and Sales Made in Q1 2023 in Ishares Ibonds Dec 2025 Term C (IBDQ)

10.2K

9.99K

9.95K

9.9K

9.7K

9.57K

9.39K

9.34K

9.27K

9.2K

8.71K

8.66K

8.5K

8.41K

8.37K

8.2K

8.08K

7.95K

7.91K

7.66K

7.59K

7.5K

7.47K

7.07K

6.55K

6.32K

6.11K

6.09K

6.02K

5.61K

5.59K

5.52K

5.04K

5K

4.97K

4.58K

4.45K

4.07K

4.06K

3.7K

3.5K

3.29K

3.19K

3.15K

3.11K

2.73K

2.5K

2.14K

2.13K

2K

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