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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71.6K+ 13.03% |
$1.74M - $1.77M
|
621K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
68.3K+ 76.27% |
$1.66M - $1.69M
|
158K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
66.5K+ 17.19% |
$1.61M - $1.65M
|
453K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
65.8KNew |
$1.6M - $1.63M
|
65.8K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
62.8KNew |
$1.53M - $1.55M
|
62.8K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
62.6KNew |
$1.52M - $1.55M
|
62.6K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
58.8K+ 819.6% |
$1.43M - $1.46M
|
66K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
58.8K+ 173.05% |
$1.43M - $1.45M
|
92.7K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
58.7KNew |
$1.42M - $1.45M
|
58.7K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.8K+ 26.12% |
$1.4M - $1.43M
|
279K
$6.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.8K+ 4.11% |
$1.38M - $1.41M
|
1.44M
$36M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
52.8K+ 8.23% |
$1.28M - $1.31M
|
694K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
52.1KNew |
$1.26M - $1.29M
|
52.1K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
52.1KNew |
$1.26M - $1.29M
|
52.1K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
46.4K+ 228.63% |
$1.13M - $1.15M
|
66.6K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
46.2K+ 37.55% |
$1.12M - $1.14M
|
169K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46.1K+ 50.97% |
$1.12M - $1.14M
|
137K
$3.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
45.9K+ 137.71% |
$1.11M - $1.14M
|
79.2K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.3K+ 144.84% |
$1.03M - $1.05M
|
71.5K
$1.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.8K+ 7.13% |
$1.02M - $1.04M
|
628K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.7K+ 35.86% |
$941K - $959K
|
147K
$3.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
38.4K+ 8.39% |
$933K - $951K
|
496K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
36.9K+ 14.24% |
$897K - $915K
|
296K
$7.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
36.1K+ 13.76% |
$876K - $893K
|
298K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.3K+ 88.24% |
$810K - $826K
|
71.1K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.2KNew |
$807K - $823K
|
33.2K
$834K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
32.3KNew |
$783K - $799K
|
32.3K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
30.7KNew |
$746K - $760K
|
30.7K
$770K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
30.6K+ 194.84% |
$742K - $756K
|
46.2K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
30.4KNew |
$738K - $752K
|
30.4K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
29.4KNew |
$714K - $728K
|
29.4K
$737K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
28.9K+ 3.99% |
$701K - $715K
|
753K
$18.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
28.7K+ 48.41% |
$696K - $710K
|
87.9K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
28.5K+ 303.94% |
$693K - $707K
|
37.9K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.5KNew |
$691K - $705K
|
28.5K
$714K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
27.2KNew |
$662K - $674K
|
27.2K
$683K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
27K+ 22.62% |
$655K - $668K
|
146K
$3.67M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
26.9K+ 83.37% |
$653K - $666K
|
59.1K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.4K+ 9.55% |
$641K - $654K
|
303K
$7.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
26.4KNew |
$640K - $653K
|
26.4K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.8K+ 24.06% |
$627K - $639K
|
133K
$3.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25.6K+ 53.75% |
$621K - $633K
|
73.1K
$1.83M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25.6K+ 53.75% |
$621K - $633K
|
73.1K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25.3K+ 273.65% |
$614K - $626K
|
34.5K
$866K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2K+ 9.4% |
$612K - $624K
|
293K
$7.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.3K+ 65.49% |
$567K - $578K
|
59K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
22.7K+ 49.97% |
$552K - $562K
|
68.2K
$1.71M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
21.4KNew |
$519K - $529K
|
21.4K
$536K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21.1K+ 3.96% |
$514K - $524K
|
555K
$13.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 50.98% |
$508K - $518K
|
62K
$1.55M
|