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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
8.95KNew |
$217K - $219K
|
8.95K
$224K
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
8.5KNew |
$206K - $208K
|
8.5K
$213K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.49K+ 3.47% |
$206K - $208K
|
253K
$6.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.43KNew |
$205K - $206K
|
8.43K
$211K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
8.41K+ 24.61% |
$204K - $206K
|
42.6K
$1.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.36KNew |
$203K - $205K
|
8.36K
$210K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.26KNew |
$201K - $202K
|
8.26K
$207K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
8.19KNew |
$199K - $200K
|
8.19K
$205K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 2.06% |
$190K - $192K
|
387K
$9.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
7.63K+ 2.78% |
$185K - $187K
|
282K
$7.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.6K+ 35.95% |
$160K - $161K
|
25K
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
6.38K+ 5.03% |
$155K - $156K
|
133K
$3.34M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.23KNew |
$151K - $152K
|
6.23K
$156K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
5.98K+ 10.2% |
$145K - $146K
|
64.6K
$1.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
5.7K+ 1.39% |
$138K - $139K
|
415K
$10.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
5.56KNew |
$135K - $136K
|
5.56K
$139K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.49K+ 18.31% |
$133K - $134K
|
35.5K
$889K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
5.34K+ 35.78% |
$130K - $131K
|
20.3K
$508K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.24K+ 25.08% |
$127K - $128K
|
26.1K
$655K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.2K+ 5.95% |
$126K - $127K
|
92.7K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.78K+ 29.2% |
$116K - $117K
|
21.2K
$530K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.71K+ 12.46% |
$114K - $115K
|
42.5K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
4.16K+ 5.63% |
$101K - $102K
|
78.1K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.93K+ 2.3% |
$95.4K - $96.2K
|
175K
$4.38M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
3.6K+ 1.92% |
$87.5K - $88.2K
|
191K
$4.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.49K+ 3.02% |
$84.8K - $85.5K
|
119K
$2.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.48K+ 18.48% |
$84.6K - $85.2K
|
22.3K
$559K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
3.48K+ 80.46% |
$84.5K - $85.2K
|
7.81K
$196K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.4K+ 2.1% |
$82.7K - $83.3K
|
166K
$4.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.33K+ 12.74% |
$80.8K - $81.4K
|
29.4K
$737K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
3.28K+ 2.25% |
$79.5K - $80.2K
|
149K
$3.73M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.25KNew |
$79K - $79.6K
|
3.25K
$81.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.17K+ 10.93% |
$77.1K - $77.7K
|
32.2K
$807K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
3.11K+ 23.24% |
$75.6K - $76.2K
|
16.5K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.07K+ 8.12% |
$74.5K - $75.1K
|
40.8K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.05K+ 1.88% |
$74.1K - $74.7K
|
166K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 2.43% |
$70.9K - $71.4K
|
123K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.88K+ 6.66% |
$69.8K - $70.4K
|
46.1K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.83K+ 8.14% |
$68.7K - $69.3K
|
37.6K
$943K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.75K+ 0.64% |
$66.8K - $67.3K
|
429K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.56KNew |
$62.1K - $62.6K
|
2.56K
$64.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
2.51K+ 1.45% |
$61.1K - $61.5K
|
176K
$4.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.39K+ 233.11% |
$58K - $58.4K
|
3.41K
$85.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.33K+ 10.67% |
$56.5K - $56.9K
|
24.1K
$605K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.11K+ 11.26% |
$51.3K - $51.7K
|
20.9K
$523K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.03K+ 3.8% |
$49.3K - $49.7K
|
55.5K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.01K+ 395.48% |
$48.9K - $49.3K
|
2.52K
$63.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.94K+ 1.83% |
$47.2K - $47.5K
|
108K
$2.71M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.9K+ 4.78% |
$46.2K - $46.6K
|
41.7K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 0.7% |
$43.9K - $44.3K
|
259K
$6.49M
|