Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
960KNew |
$23.4M - $24.2M
|
960K
$24.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
803K+ 21.0% |
$19.6M - $20.2M
|
4.63M
$116M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
618KNew |
$15.1M - $15.6M
|
618K
$15.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
402K+ 3699.74% |
$9.81M - $10.1M
|
413K
$10.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
390K+ 79.51% |
$9.49M - $9.82M
|
880K
$22.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
347KNew |
$8.45M - $8.75M
|
347K
$8.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
303K+ 12.87% |
$7.38M - $7.63M
|
2.65M
$66.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
293K+ 3493.02% |
$7.14M - $7.39M
|
301K
$7.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
277KNew |
$6.74M - $6.98M
|
277K
$6.94M
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
273K+ 448.75% |
$6.65M - $6.89M
|
334K
$8.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
264K+ 26.55% |
$6.44M - $6.66M
|
1.26M
$31.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
232KNew |
$5.66M - $5.86M
|
232K
$5.82M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
231KNew |
$5.62M - $5.81M
|
231K
$5.78M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 45.99% |
$4.91M - $5.08M
|
639K
$16M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
195K+ 37.81% |
$4.75M - $4.92M
|
711K
$17.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
168K+ 581.97% |
$4.09M - $4.24M
|
197K
$4.94M
|
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
BUY
|
- |
165KNew |
$4.03M - $4.17M
|
165K
$4.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
149K+ 1537.92% |
$3.64M - $3.76M
|
159K
$3.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
134KNew |
$3.26M - $3.37M
|
134K
$3.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
134K+ 10.89% |
$3.26M - $3.37M
|
1.36M
$34.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
118K+ 62.67% |
$2.87M - $2.97M
|
305K
$7.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
101K+ 35.59% |
$2.46M - $2.55M
|
385K
$9.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
95.8KNew |
$2.33M - $2.41M
|
95.8K
$2.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
BUY
|
- |
91.9K+ 140.33% |
$2.24M - $2.32M
|
157K
$3.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
86.6KNew |
$2.11M - $2.18M
|
86.6K
$2.17M
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
86.6K+ 117.11% |
$2.11M - $2.18M
|
161K
$4.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
79.5KNew |
$1.94M - $2.01M
|
79.5K
$1.99M
|
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
BUY
|
- |
71.6KNew |
$1.74M - $1.81M
|
71.6K
$1.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
62.8K+ 127.89% |
$1.53M - $1.58M
|
112K
$2.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56K+ 15.01% |
$1.36M - $1.41M
|
429K
$10.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50.9K+ 121.76% |
$1.24M - $1.28M
|
92.6K
$2.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
50.8K+ 41.85% |
$1.24M - $1.28M
|
172K
$4.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50.6KNew |
$1.23M - $1.28M
|
50.6K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
48K+ 390.68% |
$1.17M - $1.21M
|
60.3K
$1.51M
|
|
|
Aug 10, 2022
Q2 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
43.9K+ 5.7% |
$1.07M - $1.11M
|
813K
$20.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
43.1KNew |
$1.05M - $1.09M
|
43.1K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.6K+ 110.83% |
$941K - $974K
|
73.4K
$1.84M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
38.1K+ 43.9% |
$928K - $961K
|
125K
$3.13M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.7KNew |
$893K - $924K
|
36.7K
$919K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34.7KNew |
$846K - $876K
|
34.7K
$871K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.7K+ 27.64% |
$796K - $824K
|
151K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32KNew |
$779K - $806K
|
32K
$802K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.6K+ 12.39% |
$698K - $722K
|
260K
$6.52M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.9KNew |
$681K - $705K
|
27.9K
$701K
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
27.8KNew |
$677K - $701K
|
27.8K
$697K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
27KNew |
$658K - $681K
|
27K
$677K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
26KNew |
$634K - $656K
|
26K
$652K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.8K+ 1252.82% |
$628K - $650K
|
27.8K
$698K
|
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$626K - $648K
|
25.7K
$645K
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.4KNew |
$619K - $641K
|
25.4K
$637K
|