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
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-133K- 7.36% |
$3.28M - $3.3M
|
1.67M
$42M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-152K- 4.44% |
$3.76M - $3.78M
|
3.27M
$82M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-595K- 15.39% |
$14.7M - $14.8M
|
3.27M
$82M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-595K- 15.39% |
$14.7M - $14.8M
|
3.27M
$82M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-651K- 93.74% |
$16.1M - $16.2M
|
43.5K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-752K- 97.13% |
$18.6M - $18.7M
|
22.2K
$557K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-922K- 37.33% |
$22.8M - $22.9M
|
1.55M
$38.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-3.32M- 98.75% |
$82M - $82.5M
|
42K
$1.05M
|