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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.64KNew |
$238K - $240K
|
9.64K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
9.45K+ 8.32% |
$233K - $235K
|
123K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.22KNew |
$228K - $229K
|
9.22K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.2K+ 33.99% |
$227K - $229K
|
36.3K
$910K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.13K+ 20.26% |
$225K - $227K
|
54.2K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.09K+ 5.43% |
$225K - $226K
|
177K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.97KNew |
$221K - $223K
|
8.97K
$225K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.84K+ 7.12% |
$218K - $220K
|
133K
$3.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.77K+ 8.67% |
$217K - $218K
|
110K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
8.67K+ 15.53% |
$214K - $216K
|
64.5K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
8.48K+ 3.26% |
$209K - $211K
|
268K
$6.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.46KNew |
$209K - $210K
|
8.46K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.44KNew |
$208K - $210K
|
8.44K
$212K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
8.39K+ 6.06% |
$207K - $209K
|
147K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 100.0% |
$206K - $208K
|
16.7K
$419K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8.25K+ 15.46% |
$204K - $205K
|
61.6K
$1.55M
|
|
|
Jan 08, 2025
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
8.16K+ 2.85% |
$202K - $203K
|
295K
$7.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.07K+ 36.57% |
$199K - $201K
|
30.1K
$757K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
8K+ 2.91% |
$198K - $199K
|
283K
$7.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
7.8K+ 17.13% |
$193K - $194K
|
53.3K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.59K+ 15.22% |
$187K - $189K
|
57.5K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.14K+ 3.7% |
$176K - $178K
|
200K
$5.03M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
7K+ 46.31% |
$173K - $174K
|
22.1K
$555K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.92K+ 55.28% |
$171K - $172K
|
19.4K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.87K+ 2.76% |
$170K - $171K
|
256K
$6.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.2K+ 3.33% |
$153K - $154K
|
192K
$4.82M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
5.99K+ 7.64% |
$148K - $149K
|
84.4K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.74K+ 6.84% |
$142K - $143K
|
89.6K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.69K+ 15.01% |
$140K - $141K
|
43.6K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.6K+ 3.61% |
$138K - $139K
|
160K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
5.4K+ 31.67% |
$133K - $134K
|
22.5K
$563K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.29K+ 13.09% |
$131K - $131K
|
45.7K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.29K+ 22.46% |
$131K - $131K
|
28.8K
$724K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
5.08K+ 32.81% |
$125K - $126K
|
20.6K
$516K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.95K+ 1.88% |
$122K - $123K
|
269K
$6.74M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.94K+ 2.32% |
$122K - $123K
|
218K
$5.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.84K+ 1.6% |
$120K - $120K
|
307K
$7.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.67K+ 31.45% |
$115K - $116K
|
19.5K
$490K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
4.6K+ 2.91% |
$114K - $114K
|
163K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.58K+ 45.75% |
$113K - $114K
|
14.6K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
4.46K+ 12.56% |
$110K - $111K
|
40K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.35KNew |
$107K - $108K
|
4.35K
$109K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.28K+ 7.3% |
$106K - $106K
|
62.9K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.28K+ 6.92% |
$106K - $106K
|
66.1K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.27K+ 52.1% |
$105K - $106K
|
12.5K
$313K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.1K+ 25.1% |
$101K - $102K
|
20.4K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.86K+ 8.62% |
$95.4K - $96K
|
48.7K
$1.22M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.84KNew |
$94.7K - $95.3K
|
3.84K
$96.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.64K+ 4.02% |
$89.9K - $90.6K
|
94.4K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.64K+ 3.18% |
$89.8K - $90.5K
|
118K
$2.96M
|