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
|
Journey Advisory Group, LLC
|
SELL
|
- |
-500- 3.03% |
$12.1K - $12.4K
|
16K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-523- 0.9% |
$12.7K - $12.9K
|
57.3K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-713- 1.9% |
$17.3K - $17.7K
|
36.7K
$921K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-782- 4.96% |
$19K - $19.4K
|
15K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-909- 3.14% |
$22.1K - $22.5K
|
28K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.03K- 9.0% |
$24.9K - $25.4K
|
10.4K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.12K- 2.25% |
$27.3K - $27.8K
|
48.9K
$1.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.43K- 0.53% |
$34.7K - $35.4K
|
266K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.63K- 3.1% |
$39.6K - $40.4K
|
51K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.89K- 3.53% |
$45.9K - $46.8K
|
51.6K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.99K- 25.27% |
$48.3K - $49.2K
|
5.88K
$147K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.02K- 5.41% |
$49.1K - $50K
|
35.3K
$886K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.04K- 13.54% |
$49.4K - $50.4K
|
13K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.1K- 13.25% |
$51K - $52K
|
13.8K
$345K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.13K- 12.8% |
$51.8K - $52.8K
|
14.5K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-2.33K- 1.75% |
$56.5K - $57.6K
|
131K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.06K- 9.5% |
$74.3K - $75.8K
|
29.2K
$731K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.44K- 1.85% |
$83.6K - $85.2K
|
183K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.67K- 16.13% |
$89.2K - $90.9K
|
19.1K
$479K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.98K- 4.92% |
$96.6K - $98.5K
|
76.9K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.72K- 4.05% |
$115K - $117K
|
112K
$2.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.57K- 5.51% |
$135K - $138K
|
95.4K
$2.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-6.18K- 79.49% |
$150K - $153K
|
1.6K
$40K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-8.68K- 3.64% |
$211K - $215K
|
229K
$5.75M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9.09K- 7.16% |
$221K - $225K
|
118K
$2.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-12.2K- 15.98% |
$296K - $302K
|
64.1K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6K- 13.93% |
$307K - $313K
|
78K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-13.8K- 6.87% |
$336K - $342K
|
187K
$4.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-15.4K- 15.45% |
$373K - $380K
|
84.1K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.6K- 4.94% |
$404K - $412K
|
321K
$8.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-23.1K- 8.74% |
$562K - $573K
|
242K
$6.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.5K- 14.01% |
$596K - $607K
|
150K
$3.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-25.4K- 2.55% |
$617K - $629K
|
972K
$24.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27.4K- 71.35% |
$666K - $679K
|
11K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-30.7K- 61.66% |
$745K - $759K
|
19.1K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.9K- 4.71% |
$1.16M - $1.19M
|
970K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-63.3K- 84.45% |
$1.54M - $1.57M
|
11.7K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-65.1K- 17.09% |
$1.58M - $1.61M
|
316K
$7.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-69.1K- 7.6% |
$1.68M - $1.71M
|
840K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-69.1K- 17.9% |
$1.68M - $1.71M
|
317K
$7.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-146K- 88.37% |
$3.55M - $3.62M
|
19.2K
$483K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-289K- 95.96% |
$7.02M - $7.15M
|
12.2K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-368K- 46.48% |
$8.94M - $9.11M
|
424K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-378K- 13.27% |
$9.18M - $9.35M
|
2.47M
$61.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-411K- 48.46% |
$9.98M - $10.2M
|
437K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-450K- 22.06% |
$10.9M - $11.2M
|
1.59M
$39.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-945K- 21.94% |
$23M - $23.4M
|
3.36M
$84.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.47M- 47.11% |
$35.8M - $36.5M
|
1.66M
$41.5M
|