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 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
20.3K+ 31.49% |
$494K - $503K
|
84.9K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
20.1K+ 243.51% |
$489K - $498K
|
28.4K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
20.1KNew |
$489K - $498K
|
20.1K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
20.1KNew |
$489K - $498K
|
20.1K
$504K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
19.4K+ 44.34% |
$472K - $481K
|
63.2K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18KNew |
$437K - $445K
|
18K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.9K+ 3.25% |
$434K - $442K
|
568K
$14.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
17.6KNew |
$428K - $436K
|
17.6K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
17.1K+ 6.77% |
$416K - $424K
|
270K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.5K+ 39.08% |
$400K - $408K
|
58.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 1145.02% |
$394K - $402K
|
17.6K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.1KNew |
$390K - $398K
|
16.1K
$403K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.9K+ 8.86% |
$386K - $393K
|
195K
$4.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
15.7K+ 49.84% |
$381K - $388K
|
47.1K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$374K - $382K
|
15.4K
$386K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.1KNew |
$366K - $373K
|
15.1K
$378K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15K+ 7.21% |
$366K - $373K
|
224K
$5.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
14.6KNew |
$353K - $360K
|
14.6K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.2K+ 82.89% |
$346K - $352K
|
31.4K
$788K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.6K+ 46.33% |
$331K - $338K
|
43.1K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.5K+ 32.92% |
$328K - $334K
|
54.5K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.3K+ 19.47% |
$324K - $330K
|
81.8K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
13.3K+ 5.62% |
$322K - $328K
|
249K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
13.1KNew |
$319K - $325K
|
13.1K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.7K+ 11.57% |
$309K - $315K
|
123K
$3.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
12.7KNew |
$309K - $315K
|
12.7K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.7K+ 17.42% |
$308K - $314K
|
85.4K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.6K+ 22.79% |
$307K - $313K
|
68.1K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12.6K+ 56.27% |
$305K - $311K
|
34.9K
$875K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
12.4KNew |
$302K - $308K
|
12.4K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.8K+ 48.81% |
$286K - $292K
|
35.9K
$900K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
11.7KNew |
$284K - $289K
|
11.7K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7KNew |
$283K - $289K
|
11.7K
$292K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
11.1KNew |
$269K - $274K
|
11.1K
$278K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.9K+ 27.09% |
$264K - $269K
|
51K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
10.8K+ 10.84% |
$263K - $268K
|
111K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 28.78% |
$263K - $268K
|
48.4K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
10.8K+ 3.21% |
$262K - $267K
|
347K
$8.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.6K+ 77.51% |
$257K - $262K
|
24.2K
$608K
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
10.4K+ 4.05% |
$252K - $257K
|
267K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.36KNew |
$227K - $232K
|
9.36K
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
9.35KNew |
$227K - $231K
|
9.35K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9.3KNew |
$226K - $230K
|
9.3K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.15K+ 43.22% |
$222K - $227K
|
30.3K
$760K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.12K+ 18.45% |
$221K - $226K
|
58.5K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.53KNew |
$207K - $211K
|
8.53K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.35K+ 100.0% |
$203K - $207K
|
16.7K
$419K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
8.2KNew |
$199K - $203K
|
8.2K
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.18KNew |
$199K - $203K
|
8.18K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.14K+ 3.59% |
$198K - $202K
|
235K
$5.89M
|