Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.75M+ 107.31% |
$41.9M - $43M
|
3.39M
$85M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
995K+ 20.68% |
$23.7M - $24.4M
|
5.8M
$146M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
763K+ 379.15% |
$18.2M - $18.7M
|
965K
$24.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
524KNew |
$12.5M - $12.8M
|
524K
$13.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
397K+ 94.34% |
$9.48M - $9.72M
|
818K
$20.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
372KNew |
$8.88M - $9.11M
|
372K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
338K+ 19.58% |
$8.07M - $8.28M
|
2.06M
$51.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
299K+ 200.23% |
$7.14M - $7.32M
|
448K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
260KNew |
$6.21M - $6.37M
|
260K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
256K+ 21.74% |
$6.1M - $6.26M
|
1.43M
$35.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
211K+ 34.58% |
$5.03M - $5.16M
|
821K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 12.22% |
$4.99M - $5.12M
|
1.92M
$48.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
189K+ 17.67% |
$4.52M - $4.64M
|
1.26M
$31.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
183KNew |
$4.36M - $4.47M
|
183K
$4.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
182K+ 18.69% |
$4.35M - $4.46M
|
1.16M
$29M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
182KNew |
$4.34M - $4.45M
|
182K
$4.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
168K+ 2764.38% |
$4.01M - $4.11M
|
174K
$4.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
158K+ 83.35% |
$3.77M - $3.87M
|
348K
$8.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
156K+ 268.92% |
$3.72M - $3.82M
|
214K
$5.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
152KNew |
$3.63M - $3.73M
|
152K
$3.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 16.13% |
$3.41M - $3.5M
|
1.03M
$25.8M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
140KNew |
$3.35M - $3.43M
|
140K
$3.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
132KNew |
$3.15M - $3.24M
|
132K
$3.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
131K+ 41.69% |
$3.12M - $3.21M
|
445K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
125K+ 83.3% |
$2.98M - $3.06M
|
275K
$6.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
119K+ 234.71% |
$2.85M - $2.93M
|
170K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
114K+ 163.7% |
$2.71M - $2.78M
|
183K
$4.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
111K+ 49.76% |
$2.65M - $2.72M
|
334K
$8.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 33.06% |
$2.57M - $2.64M
|
434K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 40.94% |
$2.44M - $2.5M
|
351K
$8.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
99.6K+ 24.88% |
$2.38M - $2.44M
|
500K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
94KNew |
$2.24M - $2.3M
|
94K
$2.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
83.6K+ 19.49% |
$2M - $2.05M
|
513K
$12.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78.7K+ 158.84% |
$1.88M - $1.93M
|
128K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
77.7KNew |
$1.86M - $1.9M
|
77.7K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
75.7K+ 171.95% |
$1.81M - $1.85M
|
120K
$3M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
72.9KNew |
$1.74M - $1.79M
|
72.9K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.7K+ 20.93% |
$1.73M - $1.78M
|
420K
$10.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
72.4K+ 39.86% |
$1.73M - $1.77M
|
254K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
66.8KNew |
$1.59M - $1.64M
|
66.8K
$1.67M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
48.8K+ 11.74% |
$1.16M - $1.19M
|
464K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47K+ 6.57% |
$1.12M - $1.15M
|
763K
$19.1M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
45.8KNew |
$1.09M - $1.12M
|
45.8K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
44.6KNew |
$1.06M - $1.09M
|
44.6K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.2K+ 41.68% |
$1.05M - $1.08M
|
150K
$3.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
43.2KNew |
$1.03M - $1.06M
|
43.2K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
39.3K+ 21.83% |
$939K - $963K
|
219K
$5.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38.7K+ 7.61% |
$924K - $948K
|
548K
$13.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
38.1K+ 28.3% |
$909K - $933K
|
173K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
34.7KNew |
$828K - $850K
|
34.7K
$870K
|