Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.25M+ 6871.59% |
$103M - $104M
|
4.31M
$108M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.6M+ 1407.38% |
$38.8M - $39.1M
|
1.71M
$42.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
748K+ 57.77% |
$18.2M - $18.3M
|
2.04M
$51.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
444K+ 18.47% |
$10.8M - $10.9M
|
2.85M
$71.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
383K+ 16.03% |
$9.3M - $9.37M
|
2.77M
$69.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
294K+ 59.11% |
$7.14M - $7.2M
|
792K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
258K+ 1421.06% |
$6.27M - $6.32M
|
276K
$6.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
236KNew |
$5.73M - $5.78M
|
236K
$5.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 7.24% |
$5.6M - $5.64M
|
3.42M
$85.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
218KNew |
$5.3M - $5.34M
|
218K
$5.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
216K+ 491.86% |
$5.25M - $5.29M
|
260K
$6.53M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
199K+ 79.94% |
$4.83M - $4.87M
|
448K
$11.3M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
177K+ 8929.1% |
$4.31M - $4.34M
|
179K
$4.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
162K+ 21.75% |
$3.94M - $3.97M
|
909K
$22.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
161KNew |
$3.92M - $3.95M
|
161K
$4.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
152KNew |
$3.7M - $3.72M
|
152K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
149K+ 10.95% |
$3.61M - $3.64M
|
1.51M
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
124KNew |
$3.02M - $3.05M
|
124K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121K+ 124.37% |
$2.93M - $2.96M
|
218K
$5.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
121K+ 35.83% |
$2.93M - $2.95M
|
458K
$11.5M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
118K+ 459.15% |
$2.87M - $2.89M
|
144K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
114K+ 201.68% |
$2.78M - $2.8M
|
171K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
114K+ 183.94% |
$2.77M - $2.79M
|
176K
$4.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
99.8K+ 3.29% |
$2.42M - $2.44M
|
3.13M
$78.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
91.9K+ 21.85% |
$2.23M - $2.25M
|
512K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.8K+ 11.99% |
$2.21M - $2.22M
|
848K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
81K+ 23.56% |
$1.97M - $1.98M
|
425K
$10.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
78.1K+ 625.16% |
$1.9M - $1.91M
|
90.6K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
69K+ 337.01% |
$1.68M - $1.69M
|
89.5K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.5KNew |
$1.66M - $1.68M
|
68.5K
$1.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
62.8K+ 505.88% |
$1.53M - $1.54M
|
75.3K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61K+ 4.12% |
$1.48M - $1.49M
|
1.54M
$38.7M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
60.7K+ 266.09% |
$1.47M - $1.49M
|
83.5K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59.6K+ 12.56% |
$1.45M - $1.46M
|
534K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.6K+ 6.24% |
$1.4M - $1.41M
|
981K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
56.8K+ 14.25% |
$1.38M - $1.39M
|
455K
$11.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.7K+ 10.02% |
$1.3M - $1.31M
|
589K
$14.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.1K+ 24.33% |
$1.24M - $1.25M
|
261K
$6.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
50.8KNew |
$1.23M - $1.24M
|
50.8K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49.1KNew |
$1.19M - $1.2M
|
49.1K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
46.5K+ 366.14% |
$1.13M - $1.14M
|
59.2K
$1.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
45.8K+ 6.29% |
$1.11M - $1.12M
|
773K
$19.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41.1KNew |
$997K - $1M
|
41.1K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38.9K+ 2.7% |
$944K - $952K
|
1.48M
$37.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
36.3K+ 6.4% |
$883K - $890K
|
604K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
34.8K+ 9.91% |
$846K - $852K
|
386K
$9.69M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.9K+ 11.45% |
$800K - $806K
|
320K
$8.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 55.93% |
$788K - $794K
|
90.5K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32K+ 7.22% |
$777K - $783K
|
475K
$11.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.9K+ 5.76% |
$775K - $781K
|
586K
$14.7M
|