Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.2KNew |
$29.2K - $30.3K
|
1.2K
$30.1K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.07K+ 1.31% |
$26K - $26.9K
|
82.5K
$2.07M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 1.9% |
$25K - $25.9K
|
54.9K
$1.38M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
955+ 3.11% |
$23.3K - $24.1K
|
31.7K
$796K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
758+ 2.68% |
$18.5K - $19.1K
|
29.1K
$729K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
675+ 1.7% |
$16.4K - $17K
|
40.4K
$1.01M
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
646+ 2.22% |
$15.7K - $16.3K
|
29.7K
$747K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
500New |
$12.2K - $12.6K
|
500
$12.6K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
475+ 27.54% |
$11.6K - $12K
|
2.2K
$55.2K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
425+ 3.43% |
$10.4K - $10.7K
|
12.8K
$321K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
400+ 3.45% |
$9.75K - $10.1K
|
12K
$301K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
200+ 0.21% |
$4.87K - $5.04K
|
97.5K
$2.45M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170+ 0.21% |
$4.14K - $4.29K
|
80.5K
$2.02M
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
BUY
|
- |
125+ 1.28% |
$3.05K - $3.15K
|
9.88K
$248K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
58+ 0.02% |
$1.41K - $1.46K
|
311K
$7.81M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
43+ 0.28% |
$1.05K - $1.08K
|
15.5K
$390K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.38% |
$561 - $580
|
6.05K
$152K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1Closed |
$24.4 - $25.2
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-63- 0.8% |
$1.54K - $1.59K
|
7.77K
$195K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-100- 0.12% |
$2.44K - $2.52K
|
84.6K
$2.12M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-250Closed |
$6.09K - $6.31K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-298Closed |
$7.26K - $7.52K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-318- 2.78% |
$7.75K - $8.02K
|
11.1K
$279K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-354Closed |
$8.63K - $8.93K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-533- 4.0% |
$13K - $13.4K
|
12.8K
$321K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-543- 5.35% |
$13.2K - $13.7K
|
9.61K
$241K
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-570- 1.29% |
$13.9K - $14.4K
|
43.7K
$1.1M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-668- 4.0% |
$16.3K - $16.8K
|
16K
$402K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-755- 6.75% |
$18.4K - $19K
|
10.4K
$262K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-897- 2.53% |
$21.9K - $22.6K
|
34.5K
$866K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-905- 0.39% |
$22.1K - $22.8K
|
234K
$5.86M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-929- 2.82% |
$22.6K - $23.4K
|
32K
$802K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.14K- 8.58% |
$27.8K - $28.7K
|
12.1K
$304K
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-1.36K- 1.93% |
$33.2K - $34.3K
|
69.3K
$1.74M
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.51K- 3.03% |
$36.8K - $38.1K
|
48.4K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 8.34% |
$36.9K - $38.2K
|
16.6K
$417K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.52K- 1.98% |
$37K - $38.3K
|
75K
$1.88M
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.78K- 3.05% |
$43.3K - $44.8K
|
56.4K
$1.41M
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.8KClosed |
$43.7K - $45.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83KClosed |
$44.5K - $46K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-1.85KClosed |
$45K - $46.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.86KClosed |
$45.4K - $47K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2K- 0.86% |
$48.7K - $50.4K
|
231K
$5.79M
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.37K- 5.77% |
$57.8K - $59.8K
|
38.8K
$973K
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-2.7K- 4.52% |
$65.9K - $68.2K
|
57.1K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.72K- 0.44% |
$66.2K - $68.5K
|
618K
$15.5M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-3.36K- 28.72% |
$81.8K - $84.6K
|
8.33K
$209K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 2.44% |
$87.7K - $90.8K
|
144K
$3.62M
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.88K- 2.8% |
$94.6K - $97.9K
|
135K
$3.38M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.44K- 4.88% |
$108K - $112K
|
86.6K
$2.17M
|