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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
664+ 0.65% |
$16.4K - $16.5K
|
103K
$2.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
615+ 2.08% |
$15.2K - $15.3K
|
30.1K
$755K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
606+ 12.77% |
$15K - $15.1K
|
5.35K
$134K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
600+ 6.03% |
$14.8K - $14.9K
|
10.6K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
598+ 0.63% |
$14.8K - $14.9K
|
96K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
582+ 0.21% |
$14.4K - $14.5K
|
279K
$7.01M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
415+ 7.12% |
$10.3K - $10.3K
|
6.25K
$157K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
414+ 1.91% |
$10.2K - $10.3K
|
22.1K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
404New |
$9.98K - $10K
|
404
$10.1K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
403New |
$9.95K - $10K
|
403
$10.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
352+ 3.88% |
$8.69K - $8.74K
|
9.44K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
350New |
$8.65K - $8.69K
|
350
$8.78K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
315+ 21.36% |
$7.78K - $7.82K
|
1.79K
$44.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
243+ 0.13% |
$6K - $6.04K
|
183K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
146+ 0.51% |
$3.61K - $3.63K
|
28.5K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
121New |
$2.99K - $3.01K
|
121
$3.03K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
117+ 0.05% |
$2.89K - $2.91K
|
230K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
109New |
$2.69K - $2.71K
|
109
$2.73K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
104+ 0.26% |
$2.57K - $2.58K
|
40.6K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
69+ 0.03% |
$1.7K - $1.71K
|
239K
$6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 10.75% |
$1.24K - $1.24K
|
515
$12.9K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
40+ 0.13% |
$988 - $994
|
30.3K
$759K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 0.4% |
$840 - $845
|
8.56K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
28+ 0.19% |
$692 - $696
|
14.8K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
21+ 0.08% |
$519 - $522
|
26.7K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 0.58% |
$222 - $224
|
1.57K
$39.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.1% |
$148 - $149
|
5.89K
$148K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.0% |
$24.7 - $24.8
|
34.9K
$875K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-95- 5.96% |
$2.35K - $2.36K
|
1.5K
$37.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-207- 0.22% |
$5.11K - $5.14K
|
92.5K
$2.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-253- 1.33% |
$6.25K - $6.28K
|
18.8K
$471K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-284- 21.21% |
$7.01K - $7.05K
|
1.06K
$26.5K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-354- 0.95% |
$8.74K - $8.79K
|
37K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-407- 1.11% |
$10.1K - $10.1K
|
36.3K
$911K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-425- 1.63% |
$10.5K - $10.6K
|
25.7K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-427- 0.17% |
$10.5K - $10.6K
|
249K
$6.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-575- 2.58% |
$14.2K - $14.3K
|
21.7K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-661- 7.89% |
$16.3K - $16.4K
|
7.71K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-753- 30.23% |
$18.6K - $18.7K
|
1.74K
$43.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-759- 57.15% |
$18.7K - $18.9K
|
569
$14.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-774- 0.99% |
$19.1K - $19.2K
|
77.8K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-826- 2.69% |
$20.4K - $20.5K
|
29.9K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-864- 0.26% |
$21.3K - $21.5K
|
331K
$8.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-896- 0.46% |
$22.1K - $22.3K
|
193K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.2K- 9.23% |
$29.5K - $29.7K
|
11.8K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.25K- 0.85% |
$30.8K - $30.9K
|
145K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.27K- 8.5% |
$31.4K - $31.6K
|
13.7K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.32K- 0.49% |
$32.6K - $32.7K
|
265K
$6.65M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.4K- 6.5% |
$34.6K - $34.8K
|
20.2K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.42K- 1.74% |
$35.1K - $35.3K
|
80.4K
$2.02M
|