Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.23K+ 66.23% |
$80.1K - $81.2K
|
8.11K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.88K+ 9.17% |
$71.4K - $72.3K
|
34.3K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.6K+ 11.58% |
$64.4K - $65.3K
|
25.1K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.5KNew |
$62K - $62.8K
|
2.5K
$62.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.4K+ 4.44% |
$59.6K - $60.4K
|
56.6K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.38K+ 6.74% |
$59.1K - $59.8K
|
37.7K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.31K+ 19.98% |
$57.2K - $58K
|
13.9K
$348K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.29K+ 3.46% |
$56.6K - $57.4K
|
68.4K
$1.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
2.25K+ 23.42% |
$55.7K - $56.4K
|
11.8K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.2K+ 1.5% |
$54.5K - $55.2K
|
149K
$3.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.17K+ 12.07% |
$53.8K - $54.6K
|
20.2K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14K+ 1.11% |
$52.9K - $53.6K
|
194K
$4.88M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
2K+ 9.04% |
$49.6K - $50.2K
|
24.1K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.93K+ 2.21% |
$47.7K - $48.3K
|
89.1K
$2.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.91K+ 1.98% |
$47.4K - $48K
|
98.3K
$2.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
1.83K+ 1.57% |
$45.2K - $45.8K
|
118K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.81KNew |
$44.8K - $45.3K
|
1.81K
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.8K+ 10.93% |
$44.6K - $45.2K
|
18.3K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$43.4K - $43.9K
|
1.75K
$43.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.66K+ 3.64% |
$41.2K - $41.8K
|
47.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.61K+ 0.34% |
$39.8K - $40.4K
|
478K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.51K+ 1.62% |
$37.3K - $37.8K
|
94.3K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 3.45% |
$36.4K - $36.8K
|
43.9K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.44KNew |
$35.7K - $36.2K
|
1.44K
$36.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.43K+ 1.78% |
$35.4K - $35.9K
|
81.9K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.41K+ 4.05% |
$34.8K - $35.3K
|
36.1K
$906K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.34K+ 0.47% |
$33.2K - $33.6K
|
284K
$7.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.29K+ 0.2% |
$32K - $32.4K
|
660K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.26K+ 1.51% |
$31.1K - $31.5K
|
84.7K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25K+ 0.15% |
$31K - $31.4K
|
862K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.24K+ 4.21% |
$30.6K - $31K
|
30.6K
$767K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.2K+ 0.6% |
$29.7K - $30.1K
|
202K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.14KNew |
$28.3K - $28.7K
|
1.14K
$28.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.14K+ 1.17% |
$28.3K - $28.7K
|
99K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.14K+ 1.85% |
$28.2K - $28.6K
|
62.9K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05K+ 0.45% |
$26K - $26.3K
|
232K
$5.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
995+ 5.17% |
$24.7K - $25K
|
20.2K
$508K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
889+ 2.92% |
$22K - $22.3K
|
31.3K
$786K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
858+ 2.37% |
$21.3K - $21.5K
|
37.1K
$932K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
835New |
$20.7K - $21K
|
835
$21K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
802+ 14.99% |
$19.9K - $20.1K
|
6.15K
$154K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
770+ 2.21% |
$19.1K - $19.3K
|
35.7K
$895K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
735+ 9.65% |
$18.2K - $18.5K
|
8.35K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
733+ 2.51% |
$18.2K - $18.4K
|
29.9K
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
725+ 1.46% |
$18K - $18.2K
|
50.5K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
692+ 0.39% |
$17.1K - $17.4K
|
176K
$4.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
645+ 1.21% |
$16K - $16.2K
|
53.8K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
640New |
$15.9K - $16.1K
|
640
$16.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
615+ 8.0% |
$15.2K - $15.4K
|
8.3K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
522+ 2.47% |
$12.9K - $13.1K
|
21.7K
$544K
|