Purchases and Sales Made in Q3 2023 in Ishares Ibonds Dec 2025 Term C (IBDQ)

IBDQ Quotes by TradingView

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 13, 2024 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
1.79K
+ 3.18%
$43.5K - $43.8K
58K $1.45M
Nov 13, 2023 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
1.79K
+ 3.18%
$43.5K - $43.8K
58K $1.45M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.35K
+ 0.85%
$32.7K - $33K
159K $3.99M
Nov 08, 2023 Q3 2023
Blue Square Asset Management, LLC

New York, NY
BUY
 -
1.32K
+ 3.66%
$32.1K - $32.3K
37.4K $938K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.31K
+ 1.51%
$31.8K - $32K
87.9K $2.2M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
1.27K
New
$30.9K - $31.1K
1.27K $31.9K
Nov 09, 2023 Q3 2023
Anchor Capital Advisors LLC

BUY
 -
1.24K
+ 12.91%
$30K - $30.2K
10.8K $271K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.16K
+ 19.29%
$28.2K - $28.4K
7.18K $180K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.16K
+ 5.69%
$28.2K - $28.4K
21.5K $540K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
1.16K
+ 19.29%
$28.2K - $28.4K
7.18K $180K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.1K
+ 1.54%
$26.7K - $27K
72.7K $1.82M
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.06K
New
$25.6K - $25.8K
1.06K $26.4K
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
836
+ 4.7%
$20.3K - $20.5K
18.6K $467K
Oct 24, 2023 Q3 2023
Segment Wealth Management, LLC

BUY
 -
750
+ 1.86%
$18.2K - $18.4K
41K $1.03M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
670
+ 2.05%
$16.3K - $16.4K
33.3K $835K
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
653
+ 31.47%
$15.9K - $16K
2.73K $68.4K
Nov 07, 2023 Q3 2023
First Fiduciary Investment Counsel, Inc.

BUY
 -
650
+ 0.79%
$15.8K - $15.9K
82.5K $2.07M
Nov 07, 2023 Q3 2023
Waterford Advisors, LLC

Orchard Park, NY
BUY
 -
623
+ 5.06%
$15.1K - $15.3K
12.9K $324K
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
591
+ 0.56%
$14.4K - $14.5K
106K $2.65M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
578
+ 1.23%
$14K - $14.1K
47.6K $1.19M
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
578
+ 1.23%
$14K - $14.1K
47.6K $1.19M
Oct 12, 2023 Q3 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
523
+ 4.37%
$12.7K - $12.8K
12.5K $313K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
346
+ 1.22%
$8.4K - $8.47K
28.7K $720K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
318
New
$7.72K - $7.78K
318 $7.97K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
239
New
$5.81K - $5.85K
239 $5.99K
Oct 31, 2023 Q3 2023
Adirondack Trust CO

BUY
 -
236
+ 48.16%
$5.73K - $5.78K
726 $18.2K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
223
+ 1.14%
$5.42K - $5.46K
19.9K $498K
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
213
+ 0.66%
$5.17K - $5.21K
32.3K $808K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
208
+ 0.14%
$5.05K - $5.09K
148K $3.7M
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
166
+ 1.83%
$4.03K - $4.06K
9.24K $232K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
123
New
$2.99K - $3.01K
123 $3.08K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
110
+ 0.61%
$2.67K - $2.69K
18.1K $454K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
94
+ 0.36%
$2.28K - $2.3K
26.5K $664K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
31
+ 0.82%
$753 - $759
3.83K $96K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
22
+ 733.33%
$534 - $539
25 $627
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
21
+ 0.13%
$510 - $514
16.6K $417K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
16
+ 0.36%
$389 - $392
4.43K $111K
Oct 25, 2023 Q3 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
11
+ 0.72%
$267 - $269
1.55K $38.7K
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
9
+ 0.11%
$219 - $220
7.87K $197K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
6
+ 0.01%
$146 - $147
43.8K $1.1M
Oct 23, 2023 Q3 2023
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
0
New
$0 - $0
0 $0
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

SELL
 -
-72
- 0.12%
$1.75K - $1.76K
57.8K $1.45M
Nov 01, 2023 Q3 2023
Regions Financial Corp

SELL
 -
-100
- 0.32%
$2.43K - $2.45K
31.2K $781K
Oct 31, 2023 Q3 2023
Foundation Wealth Management, LLC

Clayton, MO
SELL
 -
-111
- 0.1%
$2.7K - $2.72K
115K $2.88M
Oct 10, 2023 Q3 2023
Matthew Goff Investment Advisor, LLC

SELL
 -
-299
- 0.74%
$7.26K - $7.32K
40.2K $1.01M
Oct 18, 2024 Q3 2023
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-411
- 1.16%
$9.98K - $10.1K
34.9K $875K
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

SELL
 -
-529
- 1.15%
$12.8K - $12.9K
45.4K $1.14M
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-554
- 1.42%
$13.5K - $13.6K
38.4K $962K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-597
- 1.41%
$14.5K - $14.6K
41.7K $1.04M

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