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 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.39K+ 1.49% |
$83.6K - $84.2K
|
231K
$5.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.38K+ 90.99% |
$83.3K - $83.9K
|
7.08K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.26K+ 398.53% |
$80.5K - $81K
|
4.08K
$103K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.25K+ 0.5% |
$80.2K - $80.8K
|
658K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.22K+ 17.92% |
$79.4K - $79.9K
|
21.2K
$533K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.15K+ 10.37% |
$77.8K - $78.3K
|
33.5K
$844K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.96K+ 9.34% |
$73.2K - $73.7K
|
34.7K
$873K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.94K+ 14.62% |
$72.6K - $73.1K
|
23.1K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.77K+ 31.45% |
$68.3K - $68.7K
|
11.6K
$291K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.74K+ 0.8% |
$67.7K - $68.2K
|
347K
$8.72M
|
|
|
Aug 07, 2024
Q2 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.66K+ 2.99% |
$65.7K - $66.1K
|
91.7K
$2.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.64K+ 9.18% |
$65.2K - $65.6K
|
31.4K
$790K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.62K+ 9.68% |
$64.6K - $65K
|
29.6K
$745K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61K+ 2.32% |
$64.4K - $64.9K
|
115K
$2.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.5K+ 1.38% |
$61.7K - $62.1K
|
183K
$4.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2.42K+ 16.55% |
$59.7K - $60.1K
|
17K
$429K
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
2.28K+ 9.07% |
$56.2K - $56.6K
|
27.4K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.04K+ 7.45% |
$50.2K - $50.6K
|
29.3K
$738K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.02K+ 12.12% |
$49.8K - $50.1K
|
18.6K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.99K+ 2.54% |
$49.1K - $49.4K
|
80.2K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1.89K+ 19.77% |
$46.7K - $47K
|
11.5K
$288K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1.89K+ 13.25% |
$46.6K - $46.9K
|
16.1K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.81K+ 13.38% |
$44.7K - $45K
|
15.3K
$386K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.78K+ 2.37% |
$43.9K - $44.3K
|
76.9K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.76K+ 0.31% |
$43.6K - $43.9K
|
571K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.68K+ 1.77% |
$41.4K - $41.7K
|
96.4K
$2.43M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.51K+ 24.36% |
$37.2K - $37.4K
|
7.69K
$193K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.48K+ 1.25% |
$36.5K - $36.7K
|
120K
$3.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.48K+ 1.75% |
$36.5K - $36.7K
|
86.1K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.47K+ 2.84% |
$36.3K - $36.5K
|
53.1K
$1.34M
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.46K+ 1.95% |
$36K - $36.3K
|
76.2K
$1.92M
|
|
|
Aug 16, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.46K+ 1.95% |
$36K - $36.3K
|
76.2K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.39K+ 2.56% |
$34.4K - $34.6K
|
55.8K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.37K+ 9.27% |
$33.8K - $34K
|
16.1K
$406K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.07% |
$31K - $31.2K
|
61.7K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.23K+ 0.93% |
$30.3K - $30.5K
|
133K
$3.35M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.14K+ 4.85% |
$28K - $28.2K
|
24.6K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
972+ 0.12% |
$24K - $24.2K
|
821K
$20.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
899+ 6.47% |
$22.2K - $22.3K
|
14.8K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
860+ 6.19% |
$21.2K - $21.4K
|
14.8K
$371K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
809+ 5.37% |
$20K - $20.1K
|
15.9K
$399K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
789+ 0.45% |
$19.5K - $19.6K
|
175K
$4.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
736+ 0.46% |
$18.2K - $18.3K
|
161K
$4.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
711+ 0.82% |
$17.6K - $17.7K
|
87.8K
$2.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
635+ 2.51% |
$15.7K - $15.8K
|
26K
$654K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
600New |
$14.8K - $14.9K
|
600
$15.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
599+ 1.96% |
$14.8K - $14.9K
|
31.2K
$785K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
560New |
$13.8K - $13.9K
|
560
$14.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
558+ 9.48% |
$13.8K - $13.9K
|
6.44K
$162K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
545+ 0.27% |
$13.5K - $13.5K
|
201K
$5.06M
|