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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-601- 3.44% |
$14.6K - $14.7K
|
16.9K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-646- 0.63% |
$15.7K - $15.8K
|
102K
$2.55M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-775- 5.37% |
$18.8K - $19K
|
13.7K
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1K- 8.0% |
$24.3K - $24.5K
|
11.5K
$288K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.11K- 3.71% |
$27K - $27.2K
|
28.9K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 6.97% |
$27.4K - $27.6K
|
15K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 7.97% |
$28.1K - $28.3K
|
13.4K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 1.71% |
$31.7K - $32K
|
75K
$1.88M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.32K- 9.57% |
$32.1K - $32.4K
|
12.5K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.47K- 2.67% |
$35.7K - $36K
|
53.5K
$1.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.77K- 3.26% |
$43K - $43.4K
|
52.6K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.79K- 14.6% |
$43.5K - $43.8K
|
10.5K
$263K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.94K- 4.51% |
$47.2K - $47.6K
|
41.2K
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.08K- 2.66% |
$50.5K - $50.9K
|
76.3K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.1K- 11.77% |
$51K - $51.4K
|
15.8K
$395K
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-2.31K- 0.85% |
$56.1K - $56.5K
|
268K
$6.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-2.6K- 4.9% |
$63.1K - $63.6K
|
50.4K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.27K- 1.72% |
$79.3K - $80K
|
186K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.62K- 3.49% |
$87.8K - $88.5K
|
100K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.64K- 4.0% |
$88.4K - $89.1K
|
87.4K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.91K- 23.83% |
$119K - $120K
|
15.7K
$393K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.21K- 1.76% |
$127K - $128K
|
291K
$7.3M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-5.22K- 3.95% |
$127K - $128K
|
127K
$3.18M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.32K- 9.3% |
$129K - $130K
|
51.9K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.77K- 11.98% |
$164K - $166K
|
49.7K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-7.98K- 13.76% |
$194K - $195K
|
50K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-9.48K- 29.39% |
$230K - $232K
|
22.8K
$571K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-11.1K- 5.25% |
$270K - $273K
|
201K
$5.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-11.1K- 12.11% |
$271K - $273K
|
80.9K
$2.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-11.2K- 59.06% |
$272K - $275K
|
7.78K
$195K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-12K- 43.09% |
$291K - $294K
|
15.9K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.6K- 7.17% |
$355K - $358K
|
189K
$4.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-15.8K- 11.95% |
$385K - $388K
|
117K
$2.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 5.95% |
$410K - $413K
|
267K
$6.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.1K- 7.56% |
$415K - $418K
|
209K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-19.9K- 7.95% |
$483K - $487K
|
230K
$5.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.4K- 36.79% |
$543K - $547K
|
38.4K
$963K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-32.9K- 7.96% |
$800K - $806K
|
381K
$9.54M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-34.6KClosed |
$841K - $848K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.5K- 32.28% |
$1.28M - $1.29M
|
110K
$2.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-58.7K- 7.49% |
$1.42M - $1.44M
|
724K
$18.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-70.9K- 10.79% |
$1.72M - $1.74M
|
587K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-90.1K- 8.14% |
$2.19M - $2.21M
|
1.02M
$25.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-101K- 7.29% |
$2.45M - $2.47M
|
1.28M
$32.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-241K- 15.41% |
$5.85M - $5.9M
|
1.32M
$33.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-298K- 17.75% |
$7.24M - $7.29M
|
1.38M
$34.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.88M- 95.56% |
$119M - $120M
|
227K
$5.68M
|