Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
731K+ 44.05% |
$18.1M - $18.2M
|
2.39M
$60M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
490K+ 7.23% |
$12.1M - $12.2M
|
7.27M
$182M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
471K+ 2944.26% |
$11.6M - $11.7M
|
487K
$12.2M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
383K+ 18.04% |
$9.47M - $9.52M
|
2.51M
$62.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
381K+ 39.29% |
$9.41M - $9.46M
|
1.35M
$33.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
338K+ 20.63% |
$8.35M - $8.4M
|
1.98M
$49.6M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
295K+ 64.76% |
$7.28M - $7.32M
|
750K
$18.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
230KNew |
$5.68M - $5.71M
|
230K
$5.76M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
166K+ 19.73% |
$4.09M - $4.11M
|
1.01M
$25.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
160K+ 25.74% |
$3.95M - $3.97M
|
781K
$19.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
148K+ 8.94% |
$3.66M - $3.68M
|
1.8M
$45.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 11.41% |
$3.42M - $3.44M
|
1.35M
$33.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
126KNew |
$3.12M - $3.13M
|
126K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
122K+ 30.45% |
$3.02M - $3.04M
|
524K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
117K+ 7.35% |
$2.89M - $2.91M
|
1.71M
$42.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 448.31% |
$2.88M - $2.9M
|
143K
$3.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
BUY
|
- |
116K+ 39.01% |
$2.86M - $2.87M
|
412K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
112K+ 45.79% |
$2.77M - $2.79M
|
357K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 14.99% |
$2.65M - $2.67M
|
823K
$20.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
105K+ 34.77% |
$2.6M - $2.62M
|
408K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100K+ 140.07% |
$2.47M - $2.49M
|
172K
$4.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
96.7K+ 549.38% |
$2.39M - $2.4M
|
114K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
93.9K+ 14.22% |
$2.32M - $2.33M
|
754K
$18.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
91.6K+ 6.38% |
$2.26M - $2.28M
|
1.53M
$38.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89K+ 13.09% |
$2.2M - $2.21M
|
769K
$19.3M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
87.4K+ 8.84% |
$2.16M - $2.17M
|
1.08M
$27M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.7K+ 25.33% |
$2.12M - $2.13M
|
424K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85.4K+ 292.87% |
$2.11M - $2.12M
|
115K
$2.87M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
83.2K+ 20.87% |
$2.06M - $2.07M
|
482K
$12.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
83.1K+ 13.2% |
$2.05M - $2.06M
|
712K
$17.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
79K+ 77.72% |
$1.95M - $1.96M
|
181K
$4.53M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
78.2KNew |
$1.93M - $1.94M
|
78.2K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
72.6K+ 7.73% |
$1.79M - $1.8M
|
1.01M
$25.4M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
70.9K+ 12.15% |
$1.75M - $1.76M
|
654K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63K+ 13.21% |
$1.56M - $1.57M
|
540K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
61K+ 85.73% |
$1.51M - $1.51M
|
132K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
59.9K+ 6.1% |
$1.48M - $1.49M
|
1.04M
$26.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.4KNew |
$1.44M - $1.45M
|
58.4K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.5K+ 16.99% |
$1.35M - $1.35M
|
375K
$9.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
53.7K+ 4.18% |
$1.33M - $1.33M
|
1.34M
$33.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50.8K+ 461.65% |
$1.25M - $1.26M
|
61.8K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
48.6K+ 73.81% |
$1.2M - $1.21M
|
114K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
47.1K+ 43.7% |
$1.16M - $1.17M
|
155K
$3.88M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
46.5K+ 158.2% |
$1.15M - $1.16M
|
75.9K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
46.4K+ 70.36% |
$1.15M - $1.15M
|
112K
$2.82M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
44.4K+ 7.27% |
$1.1M - $1.1M
|
655K
$16.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
44.3K+ 86.85% |
$1.09M - $1.1M
|
95.4K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.3K+ 6.57% |
$1.09M - $1.1M
|
719K
$18M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
41.5K+ 33.63% |
$1.02M - $1.03M
|
165K
$4.13M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
37.2K+ 137.13% |
$920K - $925K
|
64.4K
$1.61M
|