Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.47M+ 3493.09% |
$36.2M - $36.5M
|
1.51M
$38M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
321K+ 41.18% |
$7.94M - $7.99M
|
1.1M
$27.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
320K+ 59.28% |
$7.91M - $7.96M
|
860K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
290K+ 38.67% |
$7.16M - $7.21M
|
1.04M
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
265KNew |
$6.53M - $6.58M
|
265K
$6.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
248KNew |
$6.13M - $6.17M
|
248K
$6.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
240K+ 233.33% |
$5.93M - $5.97M
|
343K
$8.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
239K+ 25.46% |
$5.9M - $5.94M
|
1.18M
$29.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
226K+ 21.67% |
$5.58M - $5.62M
|
1.27M
$31.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
210K+ 29.49% |
$5.19M - $5.22M
|
922K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
189K+ 2.6% |
$4.66M - $4.69M
|
7.46M
$188M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
185KNew |
$4.57M - $4.61M
|
185K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
174K+ 6.93% |
$4.29M - $4.32M
|
2.68M
$67.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
170K+ 5.93% |
$4.19M - $4.22M
|
3.03M
$76.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 4.65% |
$3.75M - $3.78M
|
3.42M
$86.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 4.65% |
$3.75M - $3.78M
|
3.42M
$86.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
151KNew |
$3.74M - $3.76M
|
151K
$3.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
145KNew |
$3.59M - $3.61M
|
145K
$3.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 8.07% |
$3.33M - $3.36M
|
1.81M
$45.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
130K+ 15.83% |
$3.22M - $3.24M
|
954K
$24M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
130K+ 19.88% |
$3.21M - $3.23M
|
784K
$19.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
87.2KNew |
$2.15M - $2.17M
|
87.2K
$2.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
BUY
|
- |
76.1K+ 18.46% |
$1.88M - $1.89M
|
488K
$12.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
74.8K+ 10.49% |
$1.85M - $1.86M
|
788K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.9K+ 15.25% |
$1.77M - $1.79M
|
543K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.9K+ 9.08% |
$1.72M - $1.74M
|
839K
$21.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
64.7K+ 346.49% |
$1.6M - $1.61M
|
83.4K
$2.1M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
64.7K+ 43.0% |
$1.6M - $1.61M
|
215K
$5.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
64.4KNew |
$1.59M - $1.6M
|
64.4K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.8KNew |
$1.57M - $1.59M
|
63.8K
$1.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
60.9K+ 12.95% |
$1.5M - $1.51M
|
531K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.9K+ 3.03% |
$1.48M - $1.49M
|
2.04M
$51.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
57.5K+ 7.62% |
$1.42M - $1.43M
|
812K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
57.4KNew |
$1.42M - $1.43M
|
57.4K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
55.3K+ 58.02% |
$1.37M - $1.38M
|
151K
$3.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
54.2K+ 5.39% |
$1.34M - $1.35M
|
1.06M
$26.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
53.3K+ 10.17% |
$1.32M - $1.32M
|
577K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.4K+ 12.35% |
$1.29M - $1.3M
|
477K
$12M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.6K+ 7.03% |
$1.25M - $1.26M
|
770K
$19.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
50.6K+ 222.78% |
$1.25M - $1.26M
|
73.2K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
45.9K+ 105.69% |
$1.13M - $1.14M
|
89.2K
$2.25M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
42.5KNew |
$1.05M - $1.06M
|
42.5K
$1.07M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
41.3KNew |
$1.02M - $1.03M
|
41.3K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.7K+ 27.69% |
$930K - $936K
|
174K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
37.5KNew |
$926K - $932K
|
37.5K
$943K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
37.4KNew |
$922K - $929K
|
37.4K
$940K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
35.6K+ 38.49% |
$879K - $885K
|
128K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.1K+ 9.55% |
$842K - $848K
|
391K
$9.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.9K+ 10.31% |
$813K - $819K
|
352K
$8.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
32.1K+ 4.38% |
$792K - $798K
|
764K
$19.2M
|