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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37.5K- 15.67% |
$925K - $931K
|
202K
$5.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-40.8K- 1.71% |
$1.01M - $1.01M
|
2.35M
$59.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41K- 70.15% |
$1.01M - $1.02M
|
17.4K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48.6K- 28.31% |
$1.2M - $1.21M
|
123K
$3.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.7K- 3.73% |
$1.42M - $1.43M
|
1.49M
$37.5M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72.6K- 7.18% |
$1.79M - $1.8M
|
939K
$23.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-74.3K- 4.86% |
$1.84M - $1.85M
|
1.45M
$36.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-92K- 23.54% |
$2.27M - $2.29M
|
299K
$7.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-98.4K- 6.33% |
$2.43M - $2.45M
|
1.46M
$36.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-138K- 10.24% |
$3.42M - $3.44M
|
1.21M
$30.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-153K- 65.9% |
$3.77M - $3.8M
|
79.1K
$1.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-212K- 87.19% |
$5.24M - $5.27M
|
31.2K
$784K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-282K- 85.3% |
$6.97M - $7.01M
|
48.6K
$1.22M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.49M- 98.95% |
$36.9M - $37.1M
|
15.8K
$398K
|