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 10, 2023
Q3 2023
|
Strid Group, LLC
|
BUY
|
- |
31.4K+ 13.78% |
$764K - $770K
|
259K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.3K+ 12.91% |
$735K - $741K
|
265K
$6.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
29.3K+ 14.01% |
$711K - $716K
|
238K
$5.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29.2K+ 4.76% |
$709K - $714K
|
642K
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
27.7K+ 22.13% |
$673K - $678K
|
153K
$3.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26.2K+ 2.7% |
$637K - $642K
|
997K
$25M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
22.3KNew |
$540K - $545K
|
22.3K
$559K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21.2K+ 205.59% |
$514K - $518K
|
31.4K
$790K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21K+ 143.12% |
$510K - $514K
|
35.6K
$895K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
20.6KNew |
$500K - $504K
|
20.6K
$518K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
20.6K+ 153.29% |
$499K - $503K
|
34K
$853K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.6K+ 7.9% |
$477K - $480K
|
268K
$6.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.4K+ 22.06% |
$471K - $475K
|
107K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18.9K+ 3.56% |
$460K - $463K
|
550K
$13.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.8KNew |
$457K - $461K
|
18.8K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18.5KNew |
$449K - $453K
|
18.5K
$465K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4K+ 21.27% |
$448K - $451K
|
105K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18K+ 5.64% |
$438K - $441K
|
337K
$8.47M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.2KNew |
$417K - $420K
|
17.2K
$431K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16.4K+ 76.78% |
$399K - $402K
|
37.8K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 12.67% |
$397K - $400K
|
145K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1K+ 56.04% |
$368K - $371K
|
42.2K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
14.8KNew |
$358K - $361K
|
14.8K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.6K+ 6.54% |
$330K - $332K
|
221K
$5.55M
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
13.1K+ 5.49% |
$317K - $320K
|
251K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9K+ 62.16% |
$314K - $316K
|
33.7K
$847K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.7K+ 2.36% |
$308K - $310K
|
549K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.3KNew |
$298K - $301K
|
12.3K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.3K+ 83.8% |
$298K - $300K
|
26.9K
$676K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
12K+ 4.82% |
$293K - $295K
|
262K
$6.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.7KNew |
$284K - $286K
|
11.7K
$294K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 66.15% |
$282K - $285K
|
29.2K
$733K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
11.5K+ 1.68% |
$280K - $282K
|
699K
$17.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
11.4KNew |
$277K - $279K
|
11.4K
$287K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
11.3K+ 8.64% |
$275K - $278K
|
143K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
11.3K+ 4.59% |
$274K - $276K
|
257K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
10.8K+ 31.72% |
$262K - $264K
|
44.8K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
10.6K+ 4.83% |
$256K - $258K
|
229K
$5.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$254K - $256K
|
10.5K
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 42.79% |
$249K - $251K
|
34.2K
$860K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10.2KNew |
$247K - $249K
|
10.2K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.2K+ 11.19% |
$247K - $249K
|
101K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
10.1K+ 12.42% |
$244K - $246K
|
91.1K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.9K+ 11.05% |
$240K - $242K
|
99.4K
$2.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.82KNew |
$238K - $240K
|
9.82K
$247K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
9.39KNew |
$228K - $230K
|
9.39K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.26K+ 23.05% |
$225K - $227K
|
49.4K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
9.11KNew |
$221K - $223K
|
9.11K
$229K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
9.1K+ 10.01% |
$221K - $223K
|
100K
$2.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.09K+ 16.48% |
$221K - $223K
|
64.3K
$1.61M
|