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 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
30.4K+ 2.82% |
$750K - $755K
|
1.11M
$27.9M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
30.1K+ 11.34% |
$742K - $747K
|
295K
$7.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
29.2KNew |
$721K - $726K
|
29.2K
$735K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
27.5KNew |
$678K - $683K
|
27.5K
$691K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.2K+ 7.0% |
$648K - $652K
|
401K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
26.1K+ 40.48% |
$644K - $648K
|
90.5K
$2.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
25.6K+ 17.65% |
$632K - $636K
|
171K
$4.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
24.4KNew |
$603K - $608K
|
24.4K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.1K+ 28.86% |
$596K - $600K
|
108K
$2.71M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
23.9K+ 4.95% |
$589K - $593K
|
506K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
22.3K+ 21.03% |
$550K - $554K
|
128K
$3.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.1K+ 7.92% |
$546K - $550K
|
302K
$7.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.7K+ 22.59% |
$536K - $539K
|
118K
$2.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.6K+ 45.42% |
$533K - $537K
|
69.1K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.6K+ 31.93% |
$507K - $511K
|
84.9K
$2.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
19.8K+ 7.93% |
$488K - $492K
|
269K
$6.77M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.3K+ 5.97% |
$478K - $481K
|
343K
$8.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.2K+ 9.35% |
$473K - $476K
|
224K
$5.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.1K+ 2.9% |
$473K - $476K
|
679K
$17.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
18.6K+ 3.82% |
$460K - $463K
|
506K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
18.6K+ 20.59% |
$459K - $462K
|
109K
$2.74M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18.2K+ 88.34% |
$451K - $454K
|
38.9K
$979K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
17.6K+ 22.45% |
$433K - $436K
|
95.7K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
17.4K+ 57.88% |
$430K - $433K
|
47.5K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
17.2K+ 11.2% |
$425K - $428K
|
171K
$4.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 190.84% |
$405K - $408K
|
25K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
16.3KNew |
$402K - $405K
|
16.3K
$410K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
16K+ 28.39% |
$394K - $397K
|
72.1K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.6K+ 6.66% |
$384K - $387K
|
249K
$6.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15.5K+ 8.38% |
$382K - $384K
|
200K
$5.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
15.2K+ 19.51% |
$374K - $377K
|
92.8K
$2.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15K+ 8.63% |
$371K - $373K
|
189K
$4.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.9K+ 15.69% |
$368K - $370K
|
110K
$2.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.3K+ 4.82% |
$353K - $356K
|
311K
$7.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
14.2K+ 2.77% |
$350K - $353K
|
527K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.8K+ 3.39% |
$342K - $344K
|
422K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.5K+ 41.67% |
$333K - $335K
|
45.9K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
13.4K+ 99.66% |
$330K - $332K
|
26.8K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.2K+ 21.39% |
$325K - $328K
|
74.8K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
12.7K+ 77.87% |
$313K - $315K
|
29K
$729K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.3K+ 10.79% |
$305K - $307K
|
127K
$3.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.9K+ 2.03% |
$294K - $296K
|
598K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.2K+ 14.8% |
$277K - $279K
|
87.1K
$2.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
11.1KNew |
$275K - $277K
|
11.1K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11K+ 7.02% |
$271K - $273K
|
167K
$4.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
10.8K+ 3.77% |
$266K - $268K
|
296K
$7.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
10.5K+ 36.96% |
$259K - $261K
|
38.9K
$978K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.5KNew |
$258K - $260K
|
10.5K
$263K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$250K - $252K
|
10.1K
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 29.54% |
$250K - $251K
|
44.3K
$1.12M
|