Purchases and Sales Made in Q2 2025 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 2025. 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 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51.3K+ 39.55% |
$1.28M - $1.29M
|
181K
$4.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
22.6K+ 3.36% |
$565K - $568K
|
694K
$17.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
17.2K+ 9.71% |
$430K - $433K
|
194K
$4.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.11K+ 72.4% |
$153K - $154K
|
14.6K
$365K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.89K+ 8.41% |
$123K - $123K
|
63.1K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.43K+ 105.08% |
$86K - $86.4K
|
6.7K
$168K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
498+ 2.49% |
$12.5K - $12.5K
|
20.5K
$514K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
127+ 1.04% |
$3.18K - $3.2K
|
12.4K
$310K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
38+ 0.47% |
$952 - $957
|
8.04K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-1- 0.03% |
$25 - $25.2
|
3.54K
$88.7K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-500- 4.35% |
$12.5K - $12.6K
|
11K
$276K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.2K- 1.2% |
$30.1K - $30.3K
|
99.4K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.28K- 2.62% |
$31.9K - $32.1K
|
47.4K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.38K- 11.51% |
$34.6K - $34.8K
|
10.6K
$267K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-4.28K- 1.38% |
$107K - $108K
|
307K
$7.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-5.69K- 6.33% |
$142K - $143K
|
84.2K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.64K- 2.04% |
$166K - $167K
|
319K
$8.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-9.26K- 36.72% |
$232K - $233K
|
16K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2K- 6.2% |
$281K - $283K
|
170K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-11.5K- 23.16% |
$288K - $290K
|
38.2K
$958K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-12.9K- 25.98% |
$323K - $325K
|
36.7K
$922K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13K- 9.66% |
$326K - $328K
|
122K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-14.3K- 8.43% |
$357K - $359K
|
155K
$3.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-23.7K- 45.31% |
$593K - $597K
|
28.6K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-84.8K- 53.66% |
$2.12M - $2.13M
|
73.2K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-149K- 16.42% |
$3.74M - $3.76M
|
760K
$19.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-157K- 52.13% |
$3.94M - $3.96M
|
145K
$3.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-748KClosed |
$18.7M - $18.8M
|
0
$0
|