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 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.71K- 5.57% |
$114K - $116K
|
79.9K
$2M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.46K- 28.39% |
$132K - $135K
|
13.8K
$345K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-5.48K- 82.13% |
$132K - $135K
|
1.19K
$29.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.78K- 7.23% |
$139K - $142K
|
74.1K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5.79K- 97.43% |
$140K - $143K
|
153
$3.84K
|
|
|
May 04, 2023
Q1 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.82K- 6.53% |
$140K - $143K
|
83.3K
$2.09M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.89K- 5.92% |
$142K - $145K
|
93.5K
$2.34M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.17K- 3.93% |
$197K - $201K
|
199K
$5M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-10.9K- 89.66% |
$262K - $268K
|
1.25K
$31.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 72.04% |
$277K - $283K
|
4.46K
$112K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12K- 8.74% |
$291K - $297K
|
126K
$3.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-12.6K- 55.09% |
$305K - $311K
|
10.3K
$258K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-13.3K- 2.43% |
$321K - $328K
|
534K
$13.4M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 97.42% |
$415K - $423K
|
455
$11.4K
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-19.2K- 21.07% |
$462K - $472K
|
71.8K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-20.8K- 14.8% |
$501K - $512K
|
119K
$3M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-24.4K- 18.48% |
$589K - $602K
|
108K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-24.6K- 20.52% |
$593K - $605K
|
95.1K
$2.39M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-25.5K- 31.69% |
$615K - $628K
|
54.9K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-29.6K- 79.45% |
$715K - $730K
|
7.66K
$192K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.5K- 23.71% |
$904K - $923K
|
120K
$3.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-39K- 4.77% |
$942K - $962K
|
779K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45.1K- 25.62% |
$1.09M - $1.11M
|
131K
$3.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-48.5K- 66.51% |
$1.17M - $1.19M
|
24.4K
$612K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-50.1K- 53.83% |
$1.21M - $1.24M
|
43K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-59.1K- 5.66% |
$1.43M - $1.46M
|
986K
$24.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-65.2K- 49.93% |
$1.57M - $1.61M
|
65.4K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-74.5K- 28.67% |
$1.8M - $1.84M
|
185K
$4.65M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-106K- 94.65% |
$2.57M - $2.62M
|
6.02K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-124K- 8.03% |
$2.98M - $3.04M
|
1.42M
$35.5M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-136K- 29.11% |
$3.27M - $3.34M
|
330K
$8.28M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-162K- 8.43% |
$3.9M - $3.99M
|
1.76M
$44.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-232K- 16.2% |
$5.6M - $5.71M
|
1.2M
$30.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-269K- 71.06% |
$6.5M - $6.63M
|
110K
$2.75M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-554K- 95.55% |
$13.4M - $13.6M
|
25.8K
$648K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.14M- 33.71% |
$27.6M - $28.2M
|
2.25M
$56.4M
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-16.4M- 95.92% |
$396M - $404M
|
697K
$17.5M
|