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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.48K+ 0.15% |
$35.9K - $36.6K
|
983K
$24.6M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.48KNew |
$35.8K - $36.5K
|
1.48K
$37K
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.45K+ 17.06% |
$35.2K - $35.9K
|
9.95K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.43K+ 4.98% |
$34.8K - $35.4K
|
30.2K
$757K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1.31K+ 2.59% |
$31.7K - $32.3K
|
51.7K
$1.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.25K+ 10.01% |
$30.4K - $31K
|
13.8K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.1K+ 0.14% |
$26.8K - $27.3K
|
774K
$19.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1K+ 15.14% |
$24.3K - $24.8K
|
7.61K
$191K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
990+ 0.43% |
$24K - $24.5K
|
230K
$5.77M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
883New |
$21.4K - $21.9K
|
883
$22.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
810+ 3.88% |
$19.7K - $20.1K
|
21.7K
$544K
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
783+ 0.68% |
$19K - $19.4K
|
116K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
764+ 0.82% |
$18.6K - $18.9K
|
93.5K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
656+ 1.85% |
$15.9K - $16.2K
|
36.1K
$906K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
570+ 7.3% |
$13.8K - $14.1K
|
8.38K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
530New |
$12.9K - $13.1K
|
530
$13.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
460+ 1.48% |
$11.2K - $11.4K
|
31.6K
$794K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
433+ 0.55% |
$10.5K - $10.7K
|
78.5K
$1.97M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
430+ 0.74% |
$10.4K - $10.6K
|
58.4K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
430+ 0.74% |
$10.4K - $10.6K
|
58.4K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
398+ 2.14% |
$9.67K - $9.85K
|
19K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
300New |
$7.29K - $7.43K
|
300
$7.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
284+ 26.92% |
$6.9K - $7.03K
|
1.34K
$33.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
235+ 0.27% |
$5.71K - $5.82K
|
87.6K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
158+ 0.38% |
$3.84K - $3.91K
|
41.3K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
153+ 0.58% |
$3.72K - $3.79K
|
26.7K
$669K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$2.99K - $3.05K
|
123
$3.08K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
78+ 0.38% |
$1.89K - $1.93K
|
20.7K
$519K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
57+ 4.48% |
$1.38K - $1.41K
|
1.33K
$33.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 1.18% |
$1.09K - $1.11K
|
3.87K
$97.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.32% |
$656 - $669
|
8.39K
$210K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
16+ 1.04% |
$389 - $396
|
1.56K
$39.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10+ 0.06% |
$243 - $248
|
18.1K
$454K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6- 0.14% |
$146 - $149
|
4.42K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-15- 60.0% |
$364 - $371
|
10
$251
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-24- 0.26% |
$583 - $594
|
9.08K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-85- 0.1% |
$2.06K - $2.1K
|
82.4K
$2.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-98- 0.45% |
$2.38K - $2.43K
|
21.6K
$541K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-117- 0.28% |
$2.84K - $2.9K
|
41.2K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-120- 1.15% |
$2.91K - $2.97K
|
10.4K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-233- 0.23% |
$5.66K - $5.77K
|
102K
$2.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-292- 1.94% |
$7.09K - $7.23K
|
14.7K
$370K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-380- 1.67% |
$9.23K - $9.41K
|
22.3K
$560K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-381- 0.93% |
$9.25K - $9.43K
|
40.5K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 2.37% |
$9.72K - $9.9K
|
16.5K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-407- 12.51% |
$9.89K - $10.1K
|
2.85K
$71.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-415- 6.65% |
$10.1K - $10.3K
|
5.83K
$146K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-430- 0.23% |
$10.4K - $10.6K
|
189K
$4.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-441- 4.8% |
$10.7K - $10.9K
|
8.75K
$219K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-457- 1.53% |
$11.1K - $11.3K
|
29.5K
$740K
|