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 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
34.6K+ 19.39% |
$855K - $860K
|
213K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
34.3K+ 375.1% |
$846K - $851K
|
43.4K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.2K+ 7.83% |
$845K - $850K
|
471K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32KNew |
$790K - $794K
|
32K
$802K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.7K+ 5.05% |
$784K - $788K
|
660K
$16.5M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31.4K+ 18.58% |
$776K - $781K
|
201K
$5.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
30.6KNew |
$756K - $761K
|
30.6K
$768K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
30.5K+ 13.96% |
$754K - $759K
|
249K
$6.25M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$711K - $715K
|
28.8K
$722K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
28.7K+ 12.24% |
$710K - $714K
|
264K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
27.2K+ 18.56% |
$673K - $677K
|
174K
$4.36M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27KNew |
$667K - $671K
|
27K
$677K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
26.8K+ 21.17% |
$663K - $667K
|
154K
$3.85M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
26.7K+ 16.94% |
$660K - $664K
|
184K
$4.63M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.5K+ 1.73% |
$654K - $658K
|
1.56M
$39M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
26.5K+ 9.79% |
$654K - $657K
|
297K
$7.45M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
25.7KNew |
$634K - $638K
|
25.7K
$644K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25K+ 42.58% |
$617K - $620K
|
83.6K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
24.6K+ 33.7% |
$609K - $612K
|
97.8K
$2.45M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
23.9K+ 74.2% |
$591K - $594K
|
56.2K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.8K+ 49.76% |
$587K - $590K
|
71.5K
$1.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
23.7K+ 4.81% |
$585K - $588K
|
516K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.5KNew |
$581K - $585K
|
23.5K
$590K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
23.4KNew |
$579K - $582K
|
23.4K
$588K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.3K+ 17.51% |
$576K - $579K
|
157K
$3.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
23.2K+ 8.86% |
$574K - $577K
|
286K
$7.16M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
22.1KNew |
$545K - $548K
|
22.1K
$554K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.7KNew |
$510K - $513K
|
20.7K
$518K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
20.6K+ 17.51% |
$509K - $512K
|
138K
$3.47M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.3KNew |
$500K - $503K
|
20.3K
$508K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
20.2K+ 246.67% |
$499K - $502K
|
28.4K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20KNew |
$494K - $497K
|
20K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
19.3K+ 32.6% |
$476K - $479K
|
78.4K
$1.97M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.6K+ 3.28% |
$461K - $463K
|
586K
$14.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.3K+ 29.52% |
$427K - $429K
|
75.8K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
17.2KNew |
$425K - $427K
|
17.2K
$431K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
17.1K+ 9.12% |
$423K - $425K
|
205K
$5.14M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
16.9K+ 3.4% |
$417K - $419K
|
513K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.8K+ 3.71% |
$415K - $418K
|
470K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
16.6KNew |
$411K - $413K
|
16.6K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.3KNew |
$403K - $406K
|
16.3K
$409K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
16.3KNew |
$402K - $405K
|
16.3K
$409K
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
16.3K+ 27.84% |
$402K - $404K
|
74.7K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
16.3K+ 27.84% |
$402K - $404K
|
74.7K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 1144.39% |
$401K - $403K
|
17.6K
$442K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.1K+ 51.41% |
$399K - $401K
|
47.5K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
15.1KNew |
$373K - $375K
|
15.1K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
15K+ 15.05% |
$370K - $372K
|
115K
$2.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
14.6KNew |
$361K - $363K
|
14.6K
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
14.4K+ 22.84% |
$357K - $359K
|
77.7K
$1.95M
|