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 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 17.76% |
$39.9K - $40.8K
|
11K
$275K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.6K+ 2.42% |
$38.7K - $39.5K
|
67.9K
$1.7M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.52K+ 3.27% |
$36.7K - $37.4K
|
48K
$1.2M
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.43K+ 4.41% |
$34.5K - $35.2K
|
33.8K
$849K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.34K+ 8.07% |
$32.4K - $33.1K
|
18K
$451K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.33K+ 697.38% |
$32.1K - $32.8K
|
1.52K
$38.2K
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.23K+ 6.36% |
$29.7K - $30.3K
|
20.6K
$516K
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.17K+ 0.28% |
$28.1K - $28.7K
|
419K
$10.5M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.11K+ 8.66% |
$26.9K - $27.4K
|
14K
$350K
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 4.6% |
$26.5K - $27K
|
25K
$626K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
944+ 1.66% |
$22.8K - $23.3K
|
57.7K
$1.45M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
904+ 6.43% |
$21.8K - $22.3K
|
15K
$375K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
730+ 6.89% |
$17.6K - $18K
|
11.3K
$284K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
716+ 7.04% |
$17.3K - $17.6K
|
10.9K
$273K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
527+ 1.54% |
$12.7K - $13K
|
34.9K
$874K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
455New |
$11K - $11.2K
|
455
$11.4K
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
450+ 2.67% |
$10.9K - $11.1K
|
17.3K
$434K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
220+ 4.03% |
$5.31K - $5.42K
|
5.69K
$143K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
76+ 0.39% |
$1.83K - $1.87K
|
19.7K
$494K
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
71+ 0.51% |
$1.71K - $1.75K
|
14K
$351K
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
59+ 0.14% |
$1.42K - $1.45K
|
42.3K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
55+ 0.18% |
$1.33K - $1.36K
|
29.8K
$747K
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
47+ 0.52% |
$1.13K - $1.16K
|
9.01K
$226K
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
47+ 0.3% |
$1.13K - $1.16K
|
15.7K
$394K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25New |
$603 - $616
|
25
$627
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
25New |
$603 - $616
|
25
$627
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 0.34% |
$458 - $468
|
5.57K
$140K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
18+ 0.11% |
$434 - $444
|
16.6K
$417K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10+ 0.23% |
$241 - $246
|
4.4K
$110K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$121 - $123
|
7.85K
$197K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-60- 0.05% |
$1.45K - $1.48K
|
128K
$3.2M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-103- 0.8% |
$2.49K - $2.54K
|
12.8K
$320K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-153- 0.76% |
$3.69K - $3.77K
|
20.1K
$503K
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-207- 0.61% |
$4.99K - $5.1K
|
33.6K
$844K
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-382- 0.87% |
$9.22K - $9.41K
|
43.7K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-512- 2.21% |
$12.4K - $12.6K
|
22.7K
$568K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-591- 49.25% |
$14.3K - $14.6K
|
609
$15.3K
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-737- 0.43% |
$17.8K - $18.2K
|
169K
$4.24M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-738- 2.02% |
$17.8K - $18.2K
|
35.7K
$896K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-833- 4.43% |
$20.1K - $20.5K
|
18K
$451K
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.22K- 2.17% |
$29.5K - $30.1K
|
55K
$1.38M
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.24K- 1.38% |
$30K - $30.7K
|
89K
$2.23M
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.25K- 0.66% |
$30.2K - $30.8K
|
189K
$4.74M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.45K- 7.74% |
$34.9K - $35.6K
|
17.2K
$432K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.5K- 5.98% |
$36.2K - $37K
|
23.6K
$592K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2K- 6.02% |
$48.3K - $49.3K
|
31.2K
$783K
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.21K- 1.67% |
$53.3K - $54.4K
|
130K
$3.25M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.85K- 1.04% |
$68.8K - $70.3K
|
272K
$6.81M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.25K- 0.24% |
$78.4K - $80.1K
|
1.37M
$34.3M
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.77K- 1.72% |
$91K - $92.9K
|
215K
$5.4M
|