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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.15K- 89.06% |
$28.3K - $28.5K
|
141
$3.55K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.18K- 2.15% |
$29.2K - $29.4K
|
53.7K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.21K- 27.39% |
$29.9K - $30.1K
|
3.21K
$80.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.29K- 6.31% |
$31.9K - $32.2K
|
19.2K
$483K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.34K- 2.25% |
$33.2K - $33.4K
|
58.4K
$1.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.45K- 1.86% |
$35.7K - $36K
|
76.3K
$1.92M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.52K- 2.33% |
$37.6K - $37.8K
|
63.6K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.77K- 0.59% |
$43.7K - $44K
|
299K
$7.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.85K- 2.24% |
$45.6K - $45.9K
|
80.4K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.98K- 2.51% |
$48.8K - $49.1K
|
76.8K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.35K- 5.82% |
$58K - $58.4K
|
38K
$957K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.52K- 1.42% |
$62.2K - $62.6K
|
176K
$4.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.57K- 39.61% |
$63.5K - $63.9K
|
3.92K
$98.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.62K- 60.68% |
$64.8K - $65.2K
|
1.7K
$42.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.99K- 22.93% |
$73.9K - $74.4K
|
10.1K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.05K- 13.68% |
$75.3K - $75.8K
|
19.2K
$484K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.13K- 4.9% |
$77.4K - $77.9K
|
60.8K
$1.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 1.94% |
$78.2K - $78.7K
|
160K
$4.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-3.23K- 25.19% |
$79.8K - $80.4K
|
9.6K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.25K- 4.04% |
$80.2K - $80.8K
|
77.1K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.34K- 2.8% |
$82.5K - $83.1K
|
116K
$2.92M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.46K- 20.1% |
$85.4K - $85.9K
|
13.7K
$346K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-3.46K- 41.28% |
$85.4K - $86K
|
4.92K
$124K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.76K- 1.42% |
$92.9K - $93.5K
|
261K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.82K- 0.22% |
$94.3K - $95K
|
1.7M
$42.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.95K- 3.66% |
$97.4K - $98.1K
|
104K
$2.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.03K- 48.45% |
$99.4K - $100K
|
4.28K
$108K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.63K- 1.62% |
$114K - $115K
|
280K
$7.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.02K- 0.51% |
$124K - $125K
|
971K
$24.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-5.29K- 8.72% |
$131K - $132K
|
55.4K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.43K- 29.77% |
$134K - $135K
|
12.8K
$323K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.83K- 42.56% |
$144K - $145K
|
7.87K
$198K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6K- 2.61% |
$148K - $149K
|
224K
$5.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.13K- 35.18% |
$151K - $152K
|
11.3K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.24K- 31.64% |
$154K - $155K
|
13.5K
$339K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.99K- 5.6% |
$197K - $199K
|
135K
$3.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-8.87K- 14.02% |
$219K - $221K
|
54.4K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.1K- 0.75% |
$249K - $251K
|
1.33M
$33.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.6K- 2.92% |
$310K - $312K
|
418K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-12.6K- 28.98% |
$311K - $313K
|
30.9K
$777K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 14.72% |
$417K - $419K
|
97.7K
$2.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-17.3K- 22.79% |
$427K - $430K
|
58.5K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 14.99% |
$509K - $513K
|
117K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-23.3K- 71.77% |
$575K - $579K
|
9.17K
$231K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-25.3K- 33.16% |
$625K - $629K
|
51K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-29K- 5.0% |
$716K - $721K
|
551K
$13.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-29.9K- 23.43% |
$739K - $745K
|
97.8K
$2.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-30.2K- 5.85% |
$746K - $751K
|
486K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-31.9K- 19.36% |
$788K - $794K
|
133K
$3.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-32.3K- 66.9% |
$797K - $802K
|
16K
$402K
|