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 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5K+ 8.47% |
$123K - $124K
|
64K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.98K+ 33.8% |
$123K - $124K
|
19.7K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.72K+ 5.96% |
$116K - $117K
|
83.9K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.69K+ 12.35% |
$116K - $116K
|
42.6K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.5K+ 12.54% |
$111K - $112K
|
40.4K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.42K+ 0.45% |
$109K - $110K
|
976K
$24.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.42K+ 1.51% |
$109K - $110K
|
298K
$7.47M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.32KNew |
$107K - $107K
|
4.32K
$108K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.25K+ 10.47% |
$105K - $106K
|
44.8K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
4.17K+ 8.06% |
$103K - $104K
|
55.9K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
3.9K+ 12.32% |
$96.3K - $96.9K
|
35.5K
$891K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.85K+ 31.66% |
$95.1K - $95.6K
|
16K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.76K+ 33.89% |
$92.8K - $93.3K
|
14.8K
$372K
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3.71K+ 3.21% |
$91.6K - $92.1K
|
119K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
3.38K+ 3.7% |
$83.5K - $84K
|
94.7K
$2.38M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.36K+ 3.44% |
$83K - $83.5K
|
101K
$2.54M
|
|
|
May 07, 2024
Q1 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.22K+ 24.49% |
$79.5K - $79.9K
|
16.4K
$410K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.2K+ 57.22% |
$79K - $79.5K
|
8.79K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
3.03KNew |
$74.9K - $75.3K
|
3.03K
$76K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.94K+ 5.01% |
$72.6K - $73K
|
61.6K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
2.85K+ 2.57% |
$70.3K - $70.7K
|
114K
$2.85M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.83K+ 77.31% |
$69.9K - $70.3K
|
6.49K
$163K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.83K+ 5.79% |
$69.9K - $70.3K
|
51.7K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.61K+ 14.55% |
$64.3K - $64.7K
|
20.5K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.5K+ 17.18% |
$61.8K - $62.1K
|
17.1K
$428K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.48K+ 5.75% |
$61.1K - $61.5K
|
45.5K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.22K+ 19.0% |
$54.8K - $55.1K
|
13.9K
$349K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.88K+ 43.79% |
$46.5K - $46.8K
|
6.18K
$155K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.81K+ 4.41% |
$44.8K - $45.1K
|
43K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
1.77K+ 4.9% |
$43.8K - $44K
|
37.9K
$951K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.74K+ 2.03% |
$42.9K - $43.1K
|
87.1K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.71K+ 19.08% |
$42.2K - $42.4K
|
10.7K
$267K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.69K+ 8.16% |
$41.7K - $41.9K
|
22.4K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 17.72% |
$41K - $41.2K
|
11K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.57K+ 5.19% |
$38.7K - $38.9K
|
31.7K
$796K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.52K+ 11.93% |
$37.5K - $37.7K
|
14.2K
$357K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.42K+ 5.5% |
$35K - $35.1K
|
27.2K
$681K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.36K+ 13.11% |
$33.6K - $33.8K
|
11.7K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.13% |
$32.6K - $32.8K
|
63.3K
$1.59M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
1.3K+ 0.87% |
$32.2K - $32.4K
|
150K
$3.77M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.3K+ 0.75% |
$32K - $32.2K
|
174K
$4.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.25K+ 0.22% |
$30.9K - $31K
|
557K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.15K+ 854.81% |
$28.5K - $28.7K
|
1.29K
$32.3K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 0.75% |
$25.2K - $25.4K
|
138K
$3.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.01K+ 37.42% |
$24.9K - $25.1K
|
3.71K
$93K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
969+ 25.01% |
$23.9K - $24.1K
|
4.84K
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
902+ 11.85% |
$22.3K - $22.4K
|
8.52K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
818New |
$20.2K - $20.3K
|
818
$20.5K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
814+ 4.23% |
$20.1K - $20.2K
|
20.1K
$503K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
800+ 14.87% |
$19.8K - $19.9K
|
6.18K
$155K
|