Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
989KNew |
$24M - $24.5M
|
989K
$24.7M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
929K+ 8881.17% |
$22.6M - $23M
|
939K
$23.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
812KNew |
$19.7M - $20.1M
|
812K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
641K+ 10.44% |
$15.6M - $15.9M
|
6.78M
$169M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
610K+ 235.59% |
$14.8M - $15.1M
|
868K
$21.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
473K+ 205.34% |
$11.5M - $11.7M
|
703K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
447K+ 13.07% |
$10.8M - $11.1M
|
3.86M
$96.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
443K+ 12.94% |
$10.8M - $11M
|
3.86M
$96.6M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
439K+ 304.79% |
$10.7M - $10.9M
|
583K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
415K+ 24.27% |
$10.1M - $10.3M
|
2.12M
$53.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
414K+ 137.46% |
$10.1M - $10.3M
|
716K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
332K+ 228.35% |
$8.06M - $8.22M
|
477K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
301KNew |
$7.31M - $7.45M
|
301K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
279K+ 158.73% |
$6.78M - $6.91M
|
455K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
265K+ 17.22% |
$6.44M - $6.57M
|
1.81M
$45.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
245KNew |
$5.95M - $6.07M
|
245K
$6.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207K+ 15.64% |
$5.02M - $5.12M
|
1.53M
$38.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
200K+ 42.14% |
$4.86M - $4.95M
|
675K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
193K+ 6.97% |
$4.69M - $4.78M
|
2.96M
$74.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
190KNew |
$4.61M - $4.7M
|
190K
$4.75M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
188KNew |
$4.56M - $4.65M
|
188K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
184K+ 12.45% |
$4.46M - $4.55M
|
1.66M
$41.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
174K+ 38.23% |
$4.23M - $4.31M
|
629K
$15.7M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
148KNew |
$3.61M - $3.68M
|
148K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
148K+ 28.88% |
$3.59M - $3.66M
|
660K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
146KNew |
$3.55M - $3.62M
|
146K
$3.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
139K+ 53.45% |
$3.37M - $3.44M
|
399K
$9.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
137K+ 77.98% |
$3.34M - $3.4M
|
314K
$7.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
136K+ 129.09% |
$3.3M - $3.36M
|
241K
$6.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
135K+ 30.22% |
$3.29M - $3.35M
|
583K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
132K+ 8.75% |
$3.2M - $3.27M
|
1.64M
$41M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
123KNew |
$3M - $3.05M
|
123K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
113K+ 51.93% |
$2.75M - $2.81M
|
332K
$8.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
110KNew |
$2.67M - $2.72M
|
110K
$2.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
110K+ 71.64% |
$2.66M - $2.71M
|
262K
$6.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
106K+ 394.04% |
$2.57M - $2.62M
|
133K
$3.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
101KNew |
$2.46M - $2.51M
|
101K
$2.53M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
94.9K+ 113.68% |
$2.31M - $2.35M
|
178K
$4.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
91.3KNew |
$2.22M - $2.26M
|
91.3K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
90.9K+ 15.42% |
$2.21M - $2.25M
|
680K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
87.5KNew |
$2.13M - $2.17M
|
87.5K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
83.8KNew |
$2.03M - $2.07M
|
83.8K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
81.1K+ 25.31% |
$1.97M - $2.01M
|
402K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
79.7K+ 50.05% |
$1.94M - $1.97M
|
239K
$5.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
77.8K+ 18.76% |
$1.89M - $1.93M
|
492K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.5K+ 29.68% |
$1.88M - $1.92M
|
338K
$8.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
76.2K+ 53.43% |
$1.85M - $1.89M
|
219K
$5.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
75.9K+ 149.38% |
$1.84M - $1.88M
|
127K
$3.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
75.9KNew |
$1.84M - $1.88M
|
75.9K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72.7K+ 82.67% |
$1.76M - $1.8M
|
161K
$4.01M
|