Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.7K- 24.41% |
$89.1K - $92.6K
|
11.5K
$287K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.83K- 49.24% |
$92.2K - $95.8K
|
3.95K
$99K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.08K- 2.19% |
$122K - $127K
|
227K
$5.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5.5K- 16.49% |
$132K - $138K
|
27.9K
$698K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.12K- 11.14% |
$147K - $153K
|
48.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.91K- 4.79% |
$166K - $173K
|
137K
$3.44M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7.67K- 14.41% |
$185K - $192K
|
45.6K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-8.04K- 25.37% |
$194K - $201K
|
23.7K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.19K- 1.32% |
$197K - $205K
|
610K
$15.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-8.19KClosed |
$197K - $205K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.33K- 34.18% |
$225K - $234K
|
18K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.8K- 0.74% |
$309K - $321K
|
1.73M
$43.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-15.5K- 6.62% |
$372K - $387K
|
218K
$5.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-31.8K- 82.05% |
$766K - $796K
|
6.96K
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-35.5K- 44.64% |
$855K - $888K
|
44K
$1.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.5K- 9.75% |
$903K - $939K
|
347K
$8.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-40.4K- 4.21% |
$973K - $1.01M
|
920K
$23.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-47.9K- 66.91% |
$1.15M - $1.2M
|
23.7K
$594K
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-74.8K- 78.15% |
$1.8M - $1.87M
|
20.9K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-122K- 91.23% |
$2.94M - $3.05M
|
11.7K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-130K- 46.55% |
$3.14M - $3.26M
|
150K
$3.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-399K- 48.68% |
$9.61M - $9.99M
|
421K
$10.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-750K- 95.86% |
$18M - $18.8M
|
32.4K
$813K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-920KClosed |
$22.1M - $23M
|
0
$0
|